- What are the top holdings of IRTR?
- iShares LifePath Retirement ETF holds 13 securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does IRTR have?
- IRTR holds 13 positions as reported by the fund's most recent disclosure.
- What sectors does IRTR invest in?
- iShares LifePath Retirement ETF (IRTR) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is IRTR most exposed to?
- IRTR's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is IRTR a US-only fund?
- The country allocation card on this page shows IRTR's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does IRTR invest in?
- IRTR is an actively managed fund-of-funds designed for investors expecting to retire or begin withdrawing assets in the near future. It seeks to provide retirement outcomes based on a quantitatively measured risk that investors are willing to accept, given a particular 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. IRTR is in its most conservative phase. However, its allocation may change in order to maintain the funds risk profile. This is the fund serves as the most conservative asset allocation in the suite. As other funds reach their retirement date, the remaining assets are rolled into IRTR.
