ITDGIshares Lifepath Target Date 2055 ETF
Seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs.
By iShares · Launched 2023
Annual Cost
0.12%
#474 of 5,861 · low cost
Fund Size
$55M
#3,566 of 5,861 · mid-size
Return (1Y)Goal
+21.8%
Track Record
2 years
#3,160 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,244+22.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 8 holdings = 105.3% of fund✓ diversified through underlying funds
iShares Russell 1000 ETF
55.1%
iShares Core MSCI International Developed Mkt ETF
25.6%
iShares Core MSCI Emerging Markets ETF
12.4%
BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares
5.3%
iShares Russell 2000 ETF
3.6%
iShares 10+ Year Investment Grade Corp Bond ETF
1.8%
iShares Core US REIT ETF
1.3%
BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agency Shares
0.2%
Asset allocation
Stocks
97.6%
Bonds
1.9%
Cash
0.4%
Other
0.0%
By sector
Technology
29.4%
Financial Services
15.9%
Industrials
11.7%
Consumer Cyclical
8.8%
Healthcare
8.7%
Communication
7.3%
Consumer Defensive
4.6%
Basic Materials
3.9%
Other
9.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.6%Moderate
Year-on-year price swings
Max drawdown
-16.6%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
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 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 securities, with a focus on U.S. and international markets.
- Inception date
- October 17, 2023
- Fund family
- iShares
Similar funds
Same asset class, closest by strategy & exposureWhat's next?
You've looked at ITDG. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.
Data updated on 2026-08-04