Ishares Lifepath Retirement ETF IRTR

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Morningstar’s Analysis IRTR

Will IRTR outperform in the future?

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Democratizing target-date investing.

Senior Principal Jason Kephart

Jason Kephart

Senior Principal

Summary

The iShares LifePath Target Date ETF series offers investors outside of a traditional defined-contribution plan access to one of the best options for hands-off saving for retirement.

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Portfolio Holdings IRTR

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings96.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares US Treasury Bond ETF

25.8315M
—

iShares Russell 1000 ETF

23.1614M
—

iShares MBS ETF

13.138M
—

iShares 0-5 Year TIPS Bond ETF

9.776M
—

iShares Core MSCI Intl Dev Mkts ETF

8.665M
—

iShares 1-5 Year Invmt Grd Corp Bd ETF

4.253M
—

iShares Core MSCI Emerging Markets ETF

3.632M
—

iShares 10-20 Year Treasury Bond ETF

3.452M
—

iShares 5-10 Year invmt Grd Corp Bd ETF

2.972M
—

iShares 10+ Year Invmt Grd Corp Bd ETF

2.071M
—

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