ITDHIshares Lifepath Target Date 2060 ETF

Grow my money#1410 of 2944 for Grow my money

Seeks to provide retirement outcomes through a broad portfolio of ETFs with an allocation that adjusts as it approaches its target date.

iShares · Since 2023 (2 years)

Annual Cost

0.12%

#453 out of 5,332 ETFs

Fund Size

$27M

#3874 out of 5,332 ETFs

Dividend Yield

1.63%

Track Record

2 years

#3335 out of 5,332 ETFs

Performance

1 Year

+31.8%

3 Years

N/A

5 Years

N/A

What's inside

Asset class

mixed asset

Strategy

active selection

Asset allocation

Stocks

98.5%

Bonds

1.0%

Cash

0.5%

Other

0.0%

Sector breakdown

Technology

24.6%

Financial Services

16.5%

Industrials

12.0%

Consumer Cyclical

9.4%

Healthcare

9.1%

Communication

7.7%

Consumer Defensive

5.2%

Energy

4.8%

Other

10.8%

Top holdings

iShares Russell 1000 ETFIWB55.3%

iShares Core MSCI Intl Dev Mkts ETFIDEV26.7%

iShares Core MSCI Emerging Markets ETFIEMG12.3%

iShares Russell 2000 ETFIWM3.6%

iShares Core US REIT ETFUSRT1.0%

iShares 10+ Year Invmt Grd Corp Bd ETFIGLB1.0%

BlackRock Cash Funds Treasury SL AgencyXTSLA0.2%

Risk profile

Volatility (1Y)

12.7%

Moderate

Max drawdown

-16.3%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Credit ratings

AAA

100.0%

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