ITDB

iShares LifePath Target Date 2030 ETF

$33.16

+0.00%

Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The iShares LifePath Target Date 2030 ETF seeks to provide investment results that correspond generally to the performance of the MSCI USA IMI Target Date 2030 Index, which is designed to provide investment results that correspond to the overall investment performance of a hypothetical target date 2030 retirement portfolio.

Overview

ETF tracking iShares LifePath Target Date 2030 ETF

Category Target Date

Issuer BlackRock

Inception Date 2023-10-19

Market Cap $35.1M

Average Volume N/A

Dividend Yield 1.74%

52-Week Range $27.77 - $33.59

VWAP $33.20

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The ETF invests in a diversified portfolio of stocks, bonds, and other assets that become more conservative as the target date of 2030 approaches. The fund's asset allocation is automatically adjusted over time to become more focused on income and capital preservation.

✨ Key Features

Target date fund designed for investors planning to retire around the year 2030
Automatically adjusts asset allocation to become more conservative as the target date approaches
Diversified portfolio of stocks, bonds, and other assets
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Interest rate risk: Bond prices may fall as interest rates rise
Allocation risk: The fund's asset allocation may not be optimal for all investors
Tracking error risk: The fund may not perfectly track its underlying index

👤 Best For

The iShares LifePath Target Date 2030 ETF is best suited for investors with a moderate risk tolerance who are planning to retire around the year 2030. The fund's automatically adjusting asset allocation makes it a convenient option for those seeking a diversified, hands-off approach to retirement investing.