Morningstar

Ishares Lifepath Retirement ETF IRTR

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis IRTR

Will IRTR outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IRTR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IRTR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IRTR’s parent organization’s priorities and whether they’re in line with investors’ interests.

Democratizing target-date investing.

Senior Principal Jason Kephart

Jason Kephart

Senior Principal

Summary

The iShares LifePath Target Date ETF series offers investors outside of a traditional defined-contribution plan access to one of the best options for hands-off saving for retirement.

by Jason Kephart
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Portfolio Holdings IRTR

More IRTR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares US Treasury Bond ETF

25.17 15M
—

iShares Russell 1000 ETF

23.99 14M
—

iShares MBS ETF

12.71 8M
—

iShares 0-5 Year TIPS Bond ETF

9.68 6M
—

iShares Core MSCI Intl Dev Mkts ETF

8.74 5M
—

iShares 1-5 Year Invmt Grd Corp Bd ETF

4.20 3M
—

iShares Core MSCI Emerging Markets ETF

4.16 2M
—

iShares 10-20 Year Treasury Bond ETF

3.29 2M
—

iShares 5-10 Year invmt Grd Corp Bd ETF

2.89 2M
—

iShares 10+ Year Invmt Grd Corp Bd ETF

1.99 1M
—

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