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 2065 ETF ITDI
Morningstar’s Analysis ITDI
Will ITDI 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 ITDI 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 ITDI’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 | 56.19 | 14M | — |
iShares Core MSCI Intl Dev Mkts ETF | 26.37 | 7M | — |
iShares Core MSCI Emerging Markets ETF | 11.73 | 3M | — |
iShares Russell 2000 ETF | 3.53 | 898,745 | — |
iShares Core US REIT ETF | 1.01 | 256,067 | — |
iShares 10+ Year Invmt Grd Corp Bd ETF | 0.99 | 250,769 | — |
BlackRock Cash Funds Treasury SL Agency | 0.18 | 46,747 | Cash and Equivalents |
USD CASH | 0.00 | 2 | Cash and Equivalents |
United States