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ITDEIshares Lifepath Target Date 2045 ETF

Grow my money2y track recordRanked #1,032 of 2,992 in this goal

Seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs.

By iShares · Launched 2023

Annual Cost

0.11%

#445 of 5,854 · low cost

Fund Size

$86M

#3,128 of 5,854 · mid-size

Return (1Y)Goal

+19.0%

Track Record

2 years

#3,161 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,974+19.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Mixed asset

Strategy

Tactical allocation

What it actually holds

By weight

Concentration

Top 10 holdings = 103.5% of funddiversified through underlying funds

iShares Russell 1000 ETF
46.9%
iShares Core MSCI International Developed Mkt ETF
21.4%
iShares Core MSCI Emerging Markets ETF
10.4%
BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares
6.3%
iShares US Treasury Bond ETF
4.4%
iShares Core US REIT ETF
3.7%
iShares MBS ETF
3.6%
iShares 10+ Year Investment Grade Corp Bond ETF
2.9%
iShares Russell 2000 ETF
2.6%
iShares 1-5 Year Investment Grade Corporate Bd ETF
1.3%

Asset allocation

Stocks
86.3%
Bonds
13.2%
Cash
0.4%
Other
0.0%

By sector

Technology
28.3%
Financial Services
15.2%
Industrials
11.6%
Consumer Cyclical
8.5%
Healthcare
8.3%
Communication
7.0%
Real Estate
6.4%
Consumer Defensive
4.4%
Other
10.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
11.8%Moderate

Year-on-year price swings

Max drawdown
-14.7%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

Credit ratings

US Government
4.8%
AAA
100.0%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs.
Strategy
Allocates and reallocates assets among a combination of Underlying Funds based on a multi-dimensional risk assessment. Invests primarily in affiliated ETFs, including large-, mid-, and small-capitalization equities and fixed-income securities, adjusting allocations as it approaches the target date.
Inception date
October 17, 2023
Fund family
iShares

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Data updated on 2026-08-03