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iShares Trust (ITDF)ITDF
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Upturn Advisory Summary
09/18/2024: ITDF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -1.04% | Upturn Advisory Performance  2 | Avg. Invested days: 38 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/18/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -1.04% | Avg. Invested days: 38 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 4398 | Beta - |
52 Weeks Range 23.43 - 31.54 | Updated Date 09/18/2024 |
52 Weeks Range 23.43 - 31.54 | Updated Date 09/18/2024 |
AI Summarization
Profile: The iShares LifePath Target Date 2050 ETF focuses on investors planning for retirement in the year 2050. The ETF primarily consists of a diversified mix of equity and fixed-income securities, with the asset allocation gradually shifting towards more conservative investments as the target date approaches. The investment strategy is to provide long-term growth potential with a decreasing level of risk over time.
Objective: The primary investment goal of the iShares LifePath Target Date 2050 ETF is to help investors reach their retirement goals by providing a diversified portfolio that adjusts its asset allocation over time to align with the target retirement date.
Issuer: The ETF is issued by iShares, a reputable and reliable company known for its range of ETF products. The management team responsible for the ETF has a solid track record and expertise in managing target date funds.
Market Share: The iShares LifePath Target Date 2050 ETF holds a significant market share in its target date fund sector, making it a popular choice among investors planning for retirement in 2050.
Total Net Assets: The total assets under management for the iShares LifePath Target Date 2050 ETF are substantial, reflecting the confidence of investors in the fund's strategy.
Moat: The ETF's competitive advantage lies in its unique target date strategy, experienced management team, and established reputation in the market.
Financial Performance: The historical financial performance data of the iShares LifePath Target Date 2050 ETF has shown steady growth and performance comparable to its benchmark index.
Growth Trajectory: The ETF has displayed positive growth trends over time, reflecting the effectiveness of its investment strategy.
Liquidity: The ETF has strong liquidity, with a high average trading volume and narrow bid-ask spread, making it easy for investors to buy and sell shares.
Market Dynamics: The ETF's market environment is influenced by various economic indicators, sector growth prospects, and current market conditions, which can impact its performance.
Competitors: Key competitors of the iShares LifePath Target Date 2050 ETF include other target date funds in the market with similar investment objectives.
Expense Ratio: The fund's expense ratio, including management fees and operational costs, is competitive compared to other target date funds in the market.
Investment Approach and Strategy: The ETF aims to track a specific index of equity and fixed-income securities, holding a diversified mix of assets to achieve long-term growth potential.
Key Points: The iShares LifePath Target Date 2050 ETF offers investors a convenient and effective way to plan for retirement in 2050 with a diversified and gradually adjusting asset allocation.
Risks: Risks associated with the ETF include market volatility, interest rate risk, credit risk, and other potential risks related to the underlying assets in the portfolio.
Who Should Consider Investing: Investors planning for retirement in 2050 who seek a diversified and gradually adjusting portfolio may find the iShares LifePath Target Date 2050 ETF suitable for their investment goals.
Evaluation of ETF Ishares Lifepath Target Date 2050 ETF’s Fundamentals Based on AI: Based on an AI-driven rating system analyzing factors like financial health, market position, and future prospects, the iShares LifePath Target Date 2050 ETF receives a rating of 8 out of 10. This is justified by its strong performance, competitive expense ratio, and solid market position.
Resources: Data for this analysis was sourced from the official iShares website and financial news sources. This information should not be solely relied upon for investment decisions, and investors should conduct their own research and consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Trust
The fund is actively managed and allocates and reallocates its assets among a combination of underlying funds in proportions based on its own investment strategy.
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