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 2060 ETF ITDH
Morningstar’s Analysis ITDH
Will ITDH 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 ITDH 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 ITDH’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 99.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
iShares Russell 1000 ETF | 55.57 | 20M | — |
iShares Core MSCI Intl Dev Mkts ETF | 26.55 | 10M | — |
iShares Core MSCI Emerging Markets ETF | 12.11 | 4M | — |
iShares Russell 2000 ETF | 3.58 | 1M | — |
iShares Core US REIT ETF | 1.03 | 371,207 | — |
iShares 10+ Year Invmt Grd Corp Bd ETF | 0.99 | 354,958 | — |
BlackRock Cash Funds Treasury SL Agency | 0.18 | 63,782 | Cash and Equivalents |
USD CASH | −0.00 | −82 | Cash and Equivalents |
United States