iShares LifePath Target Date 2025 ETF (ITDA)
27.80
+0.13
(+0.48%)
USD |
NYSEARCA |
May 31, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.09% | -0.05% | 3.338M | 3204.27 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 0.85% | 4.00% | -- | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs which adjusts its allocation as it approaches its target date. The fund is actively managed and allocates and reallocates its assets among a combination of underlying funds in proportions based on its own investment strategy. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | High Quality/Limited Sensitivity |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Target-Date 2025 |
| Category Index | -- |
| Global Category Name | Target Date |
| YCharts Categorization | Target Date |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Asset Allocation |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Christopher Chung | 0.54 yrs |
| Suzanne Ly | 0.54 yrs |
Performance Versus Category
As of May 31, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 31, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs which adjusts its allocation as it approaches its target date. The fund is actively managed and allocates and reallocates its assets among a combination of underlying funds in proportions based on its own investment strategy. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | High Quality/Limited Sensitivity |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Target-Date 2025 |
| Category Index | -- |
| Global Category Name | Target Date |
| YCharts Categorization | Target Date |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Asset Allocation |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Christopher Chung | 0.54 yrs |
| Suzanne Ly | 0.54 yrs |