IRTRIshares Lifepath Retirement ETF

Grow my money Get income#674 of 1640 for Get income

Seeks to provide exposure to a conservative, broad portfolio of ETFs covering global asset classes.

iShares · Since 2023 (2 years)

Annual Cost

0.08%

#260 out of 5,332 ETFs

Fund Size

$49M

#3370 out of 5,332 ETFs

Dividend Yield

3.08%

Track Record

2 years

#3335 out of 5,332 ETFs

Performance

1 Year

+14.3%

3 Years

N/A

5 Years

N/A

What's inside

Asset class

mixed asset

Region

global

Strategy

tactical allocation

Asset allocation

Bonds

58.5%

Stocks

40.3%

Cash

1.1%

Sector breakdown

Technology

24.2%

Financial Services

15.3%

Industrials

12.8%

Consumer Cyclical

9.0%

Healthcare

8.5%

Communication

7.7%

Energy

5.5%

Consumer Defensive

5.0%

Other

12.1%

Top holdings

iShares US Treasury Bond ETFGOVT24.8%

iShares Russell 1000 ETFIWB23.7%

iShares MBS ETFMBB12.8%

iShares 0-5 Year TIPS Bond ETFSTIP9.6%

iShares Core MSCI Intl Dev Mkts ETFIDEV9.5%

iShares Core MSCI Emerging Markets ETFIEMG4.4%

iShares 1-5 Year invmt Grd Corp Bd ETFIGSB4.1%

iShares 10-20 Year Treasury Bond ETFTLH3.1%

iShares 5-10 Year invmt Grd Corp Bd ETFIGIB2.8%

iShares Global Infrastructure ETFIGF1.9%

Risk profile

Volatility (1Y)

5.8%

Moderate

Max drawdown

-6.3%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Credit ratings

US Government

37.2%

AAA

0.2%

81.5%

8.8%

BBB

9.4%

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