Key stats
About iShares Trust iShares LifePath Retirement ETF
Expense ratio
0.08%
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Inception date
Oct 17, 2023
IRTR is an actively managed fund-of-funds designed for investors expecting to retire or begin withdrawing assets in the future. It seeks to provide retirement outcomes based on a quantitatively measured risk that investors are willing to accept, given a particular time horizon. The fund adviser employs a multi-dimensional approach that quantifies risk using proprietary measurement tools that analyze historical and forward-looking market data. Underlying funds are selected based on their classifications, historical risk and performance, and relationship to other underlying funds. The fund primarily invests in affiliated, index-tracking ETFs that hold diversified portfolios of stocks, bonds, and money market instruments. IRTR is in its most conservative phase. However, its allocation may change in order to maintain the funds risk profile.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.97%
Mutual fund0.03%