LFG YOURPATH ISHARES 2060 MOD (S:0P0001QZY2)
20.54
+0.10
(+0.49%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 01, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 9 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares Total US Stock Market Index Fund K | 25.05% | 31.05 | -0.74% |
| iShares S&P 500 Index Fund K | 20.01% | 796.22 | -0.73% |
| iShares MSCI Total International Index Fund K | 19.92% | 13.01 | -0.23% |
| iShares MSCI EAFE Intl Index Fund K | 13.97% | 19.38 | -0.41% |
| iShares US Aggregate Bond Idx Fund K | 6.95% | 9.18 | -0.22% |
| iShares Russell Small/Mid-Cap Idx Fd K | 6.09% | 18.28 | -0.98% |
| iShares Russell Mid-Cap Idx Fund K | 4.00% | 15.49 | -1.02% |
| iShares Developed Real Estate Index Fund K | 2.99% | 8.14 | -0.61% |
| iShares Russell 2000 SC Idx Fund Class K | 1.00% | 26.79 | -0.70% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |