IRTRIshares Lifepath Retirement ETF
Seeks to provide exposure to a conservative, broad portfolio of ETFs covering global asset classes.
By iShares · Launched 2023
Annual Cost
0.08%
#278 of 6,040 · low cost
Fund Size
$60M
#3,572 of 6,040 · mid-size
Return (1Y)
+6.7%
Track Record
2 years
#3,175 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$10,684+6.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 99.6% of funddiversified through underlying funds
iShares Russell 1000 ETF
25.1%
iShares US Treasury Bond ETF
24.1%
iShares MBS ETF
12.4%
iShares Core MSCI International Developed Mkt ETF
9.7%
iShares 0-5 Year TIPS Bond ETF
9.4%
iShares Core MSCI Emerging Markets ETF
4.8%
BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares
4.6%
iShares 1-5 Year Investment Grade Corporate Bd ETF
3.9%
iShares 10-20 Year Treasury Bond ETF
3.0%
iShares 5-10 Yr Investment Grade Corporate Bd ETF
2.7%
Asset allocation
Bonds
57.6%
Stocks
40.5%
Cash
2.0%
By sector
Technology
29.0%
Financial Services
15.2%
Industrials
12.0%
Consumer Cyclical
8.4%
Healthcare
8.3%
Communication
7.2%
Energy
4.7%
Consumer Defensive
4.3%
Other
11.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
6.5%Low
Year-on-year price swings
Max drawdown
-6.3%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Duration
3.3 years
Avg maturity
9.3 years
Credit ratings
US Government
36.9%
AAA
0.2%
AA
81.5%
A
8.8%
BBB
9.4%
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks to provide exposure to a conservative, broad portfolio of ETFs covering global asset classes.
- Strategy
- Allocates assets among a combination of Underlying Funds based on a proprietary risk assessment model. Designed for investors expecting to retire or withdraw assets in the future, it does not seek to replicate a specified index and may have higher portfolio turnover.
- Inception date
- October 17, 2023
- Fund family
- iShares
Similar funds
Same asset class, closest by strategy & exposureNext steps
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Data updated on 2026-09-18