Defined Duration 5 ETF

Defined Duration 5 ETF is an actively managed exchange-traded fund that seeks to align its portfolio with a five-year time horizon. The fund uses a rules-based, time-weighted approach to combine high-quality fixed income securities with a smaller equity sleeve, aiming to balance growth potential with capital preservation and reduced volatility. Its portfolio is built primarily around bonds, including U.S. Treasury securities, with selective exposure to global equities and related funds to provide diversification across asset classes and regions. Defined Duration 5 ETF is designed for investors looking for a multi-asset structure that matches medium-term planning needs, such as future obligations or staged financial goals. As a defined-duration strategy, it stands out in the ETF market for focusing on portfolio duration rather than tracking a traditional benchmark.