ETF overview
This iShares LifePath Target Date 2035 ETF offers a strategic investment solution designed to help individuals achieve their retirement objectives. It operates by holding a broad, diversified portfolio of other exchange-traded funds (ETFs). A key feature is its dynamic asset allocation, which systematically rebalances and adapts as the fund draws closer to its designated target year of 2035.
Fund facts
- Expense ratio
- 0.10%
- Fund assets
- 122.79M USD (all share classes)
- Issuer
- iShares
- Inception date
- Oct 17, 2023
- Number of holdings
- 12
Breakdown
Holdings (12)
| Name | Ticker | Weight |
|---|---|---|
| ISHARES RUSSELL 1000 ETF | IWB | 38.68% |
| ISHARES CORE MSCI INT DEVEL ETF | IDEV | 15.56% |
| ISHARES US TREASURY BOND ETF | 14.70% | |
| ISHARES MBS ETF | 8.30% | |
| ISHARES CORE MSCI EMERGING MARKETS | IEMG | 7.12% |
| ISHARES 1-5 YR INV GRD CORP BD ETF | 3.51% | |
| ISHARES 10+ YR INV GR CRP BOND ETF | 3.46% | |
| ISHARES 5-10 YR INV GRD CRP BD ETF | 2.42% | |
| ISHARES CORE U.S. REIT ETF | USRT | 2.29% |
| ISHARES GLOBAL INFRASTRUCTURE ETF | IGF | 2.04% |
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.10%
- Fund assets
- 122.79M USD (all share classes)
- Issuer
- iShares
- Inception date
- Oct 17, 2023
- Number of holdings
- 12
| Name | Ticker | Weight |
|---|---|---|
| ISHARES RUSSELL 1000 ETF | IWB | 38.68% |
| ISHARES CORE MSCI INT DEVEL ETF | IDEV | 15.56% |
| ISHARES US TREASURY BOND ETF | 14.70% | |
| ISHARES MBS ETF | 8.30% | |
| ISHARES CORE MSCI EMERGING MARKETS | IEMG | 7.12% |
| ISHARES 1-5 YR INV GRD CORP BD ETF | 3.51% | |
| ISHARES 10+ YR INV GR CRP BOND ETF | 3.46% | |
| ISHARES 5-10 YR INV GRD CRP BD ETF | 2.42% | |
| ISHARES CORE U.S. REIT ETF | USRT | 2.29% |
| ISHARES GLOBAL INFRASTRUCTURE ETF | IGF | 2.04% |
This iShares LifePath Target Date 2035 ETF offers a strategic investment solution designed to help individuals achieve their retirement objectives. It operates by holding a broad, diversified portfolio of other exchange-traded funds (ETFs). A key feature is its dynamic asset allocation, which systematically rebalances and adapts as the fund draws closer to its designated target year of 2035.
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