DDX Defined Duration 10 ETF

About this ETF

Defined Duration 10 ETF is an exchange-traded fund that employs a time-based, multi-asset strategy designed to align investments with a 10-year financial planning horizon. The fund’s primary objective is to deliver a balanced blend of growth and capital preservation by systematically allocating between high-quality U.S. bonds and global equities. Its portfolio is periodically rebalanced using a time-weighted and rules-based methodology, maintaining an allocation range of 30% to 70% in bonds and equities depending on evolving market conditions and risk assessments. This ETF adopts the Defined Duration Investing framework, which organizes investment assets by specific time horizons, helping both advisors and individuals match portfolio duration with anticipated liabilities and expenses. The structure offers greater clarity and discipline in financial planning, focusing on quantitative metrics like cash flow and risk exposure rather than traditional style boxes. Emphasizing asset-liability matching, the Defined Duration 10 ETF integrates seamlessly into comprehensive planning workflows, making it particularly suited for moderately long-term goals where a disciplined approach to risk and growth is critical. The systematic, tax-efficient rebalancing distinguishes it from traditional index-weighted funds, aiming to reduce volatility and enhance certainty over a ten-year commitment period.