Morningstar

Ishares Lifepath Target Date 2045 ETF ITDE

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis ITDE

Will ITDE outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ITDE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ITDE 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 ITDE’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Jason Kephart
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Portfolio Holdings ITDE

More ITDE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell 1000 ETF

49.12 53M
—

iShares Core MSCI Intl Dev Mkts ETF

20.86 22M
—

iShares Core MSCI Emerging Markets ETF

9.24 10M
—

iShares US Treasury Bond ETF

4.30 5M
—

iShares Core US REIT ETF

3.59 4M
—

iShares MBS ETF

3.41 4M
—

iShares 10+ Year Invmt Grd Corp Bd ETF

3.32 4M
—

iShares Russell 2000 ETF

2.40 3M
—

iShares Global Infrastructure ETF

1.26 1M
—

iShares 1-5 Year Invmt Grd Corp Bd ETF

1.01 1M
—

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