ITDG is an actively managed fund-of-funds designed for investors expecting to retire or begin withdrawing assets around 2055. 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.
公司网站 :
https://www.ishares.com/us/products/333570/
总经理:-
建立时间:2023
公司总部:iShares Trust iShares LifePath Target Date 2055 ETF
领域:Miscellaneous
行业:Investment trusts/Mutual funds