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.
Ishares Lifepath Retirement ETF IRTR
Morningstar’s Analysis IRTR
Will IRTR outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IRTR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of IRTR’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 96.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares US Treasury Bond ETF | 25.29 | 13M | — |
iShares Russell 1000 ETF | 23.41 | 12M | — |
iShares MBS ETF | 13.00 | 7M | — |
iShares 0-5 Year TIPS Bond ETF | 9.77 | 5M | — |
iShares Core MSCI Intl Dev Mkts ETF | 9.15 | 5M | — |
iShares 1-5 Year invmt Grd Corp Bd ETF | 4.14 | 2M | — |
iShares Core MSCI Emerging Markets ETF | 4.10 | 2M | — |
iShares 10-20 Year Treasury Bond ETF | 3.25 | 2M | — |
iShares 5-10 Year invmt Grd Corp Bd ETF | 2.82 | 2M | — |
iShares 10+ Year Invmt Grd Corp Bd ETF | 1.94 | 1M | — |
United States