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 2050 ETF ITDF
Morningstar’s Analysis ITDF
Will ITDF 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 ITDF 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 ITDF’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 99.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares Russell 1000 ETF | 51.84 | 39M | — |
iShares Core MSCI Intl Dev Mkts ETF | 24.54 | 18M | — |
iShares Core MSCI Emerging Markets ETF | 10.97 | 8M | — |
iShares 10+ Year Invmt Grd Corp Bd ETF | 4.20 | 3M | — |
iShares Russell 2000 ETF | 3.12 | 2M | — |
iShares Core US REIT ETF | 2.76 | 2M | — |
iShares MBS ETF | 1.29 | 974,316 | — |
iShares 10-20 Year Treasury Bond ETF | 0.51 | 385,973 | — |
iShares US Treasury Bond ETF | 0.27 | 201,478 | — |
iShares 1-5 Year invmt Grd Corp Bd ETF | 0.19 | 139,504 | — |
United States