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 Target Date 2040 ETF ITDD
Morningstar’s Analysis ITDD
Will ITDD 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 ITDD 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 ITDD’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 96.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares Russell 1000 ETF | 41.05 | 40M | — |
iShares Core MSCI Intl Dev Mkts ETF | 18.39 | 18M | — |
iShares US Treasury Bond ETF | 9.25 | 9M | — |
iShares Core MSCI Emerging Markets ETF | 8.17 | 8M | — |
iShares MBS ETF | 6.31 | 6M | — |
iShares 10+ Year Invmt Grd Corp Bd ETF | 3.27 | 3M | — |
iShares Core US REIT ETF | 3.09 | 3M | — |
iShares 1-5 Year invmt Grd Corp Bd ETF | 2.61 | 3M | — |
iShares Global Infrastructure ETF | 2.29 | 2M | — |
iShares Russell 2000 ETF | 1.87 | 2M | — |
United States