IRTR

iShares LifePath Retirement ETF

$30.70

+0.00%

Market closed. Last update: 12:32 PM ET

📎 Investment Objective

The iShares LifePath Retirement ETF seeks to provide investment results that correspond generally to the performance of the LifePath Retirement Index, which is designed to provide a diversified portfolio of global assets that becomes more conservative over time as the target retirement year approaches.

Overview

ETF tracking iShares LifePath Retirement ETF

Category Target Date

Issuer BlackRock

Inception Date 2023-10-19

Market Cap $28.3M

Average Volume N/A

Dividend Yield 2.30%

52-Week Range $27.01 - $31.14

VWAP $30.72

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The ETF invests in a portfolio of underlying iShares ETFs to gain exposure to a variety of asset classes, including stocks, bonds, and real estate. The asset allocation becomes more conservative over time, with a greater focus on fixed income and lower-risk investments as the target retirement year approaches.

✨ Key Features

Target date fund designed for investors planning to retire around 2020 or later
Automatically adjusts asset allocation to become more conservative over time
Diversified portfolio across global stocks, bonds, and real estate
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the ETF's investments may decline due to general market conditions
Interest rate risk: Bond prices may fall as interest rates rise
Diversification risk: The ETF's diversification may not protect against losses in certain market conditions
Retirement date risk: The ETF's asset allocation may not be appropriate for all investors retiring in the target year

👤 Best For

The iShares LifePath Retirement ETF is best suited for long-term investors who are planning to retire around 2020 or later and are looking for a diversified, automatically-rebalancing portfolio that becomes more conservative as they approach retirement.