ITDB
iShares Trust
ITDB
30,28
0,01 Bil. AUM
0,1% Expense Ratio
28,05 NAV
iShares Trust Profile
About iShares Trust
ITDB is an actively managed fund-of-funds designed for investors expecting to retire or begin withdrawing assets around 2030. It seeks to provide retirement outcomes based on a quantitatively measured risk that investors are willing to accept, given the time horizon. The fund adviser employs a multi-dimensional approach that quantifies risk using proprietary measurement tools that analyze historical and forward-looking market data. Underlying funds are selected based on their classifications, historical risk and performance, and relationship to other underlying funds. The fund primarily invests in affiliated, index-tracking ETFs that hold diversified portfolios of stocks, bonds, and money market instruments. As the target year approaches, the funds asset allocation will become more conservative, reducing allocation to equities while increasing exposure to bonds. The fund may also merge with the iShares LifePath Retirement Fund, which nearly has the same asset allocation at that time.
- Company
- IShares
- Holdings
- 13
- CUSIP
- 46438G828
iShares Trust Sectors
| Industry | Percentage |
|---|---|
| Technology | 22,41% |
| Financial Servic | 14,35% |
| Industrials | 11,53% |
| Healthcare | 10,60% |
| Consumer Cyclica | 10,38% |
| Communication Se | 6,89% |
| Real Estate | 6,31% |
| Consumer Defensi | 5,78% |
| Energy | 4,60% |
| Basic Materials | 3,94% |
| Utilities | 3,21% |