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ITDFIshares Lifepath Target Date 2050 ETF

Grow my money2y track recordRanked #1,053 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

$83M

#3,171 of 5,854 · mid-size

Return (1Y)Goal

+20.8%

Track Record

2 years

#3,161 of 5,854 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,145+21.4%

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 = 106.7% of funddiversified through underlying funds

iShares Russell 1000 ETF
52.1%
iShares Core MSCI International Developed Mkt ETF
24.2%
iShares Core MSCI Emerging Markets ETF
11.8%
BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares
6.9%
iShares 10+ Year Investment Grade Corp Bond ETF
3.8%
iShares Russell 2000 ETF
3.2%
iShares Core US REIT ETF
2.6%
iShares MBS ETF
1.6%
iShares 10-20 Year Treasury Bond ETF
0.4%
iShares US Treasury Bond ETF
0.2%

Asset allocation

Stocks
93.5%
Bonds
6.0%
Cash
0.5%
Other
0.0%

By sector

Technology
29.4%
Financial Services
15.6%
Industrials
11.6%
Consumer Cyclical
8.6%
Healthcare
8.4%
Communication
7.2%
Real Estate
5.0%
Consumer Defensive
4.4%
Other
9.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.0%Moderate

Year-on-year price swings

Max drawdown
-15.7%Moderate

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
0.8%
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. The Fund does not seek to replicate a specified index and invests primarily in affiliated ETFs, targeting retirement outcomes for investors expecting to retire around 2050.
Inception date
October 17, 2023
Fund family
iShares

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Data updated on 2026-08-03