iShares LifePath Target Date 2040 ETF

Frequently Asked Questions About ITDD

What does ITDD invest in?

iShares LifePath Target Date 2040 ETF seeks to provide retirement outcomes through exposure to a broad portfolio of ETFs which adjusts its allocation as it approaches its target date.

What is the expense ratio of ITDD?

iShares LifePath Target Date 2040 ETF (ITDD) charges an expense ratio of 0.11%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ITDD?

iShares LifePath Target Date 2040 ETF (ITDD) manages $103.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is ITDD actively managed or an index fund?

ITDD's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was ITDD launched?

iShares LifePath Target Date 2040 ETF (ITDD) launched in October 2023 and is managed by IShares.

How has ITDD performed?

ITDD's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.