iShares LifePath Target Date 2040 ETF (ITDD)

• Market cap: $28.3M
• 1 day: 0.31%
• 5 days: 1.94%
• 1 month: -4.66%
• 3 months: -4.66%
• 6 months: -6.36%
• Year to date: -3.25%
• 1 year: 6.28%
• 5 years: 20.32%
• 10 years: 20.32%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

398% more capital invested

Capital invested by funds: $295K [Q3] → $1.47M (+$1.17M) [Q4]

100% more funds holding

Funds holding: 2 [Q3] → 4 (+2) [Q4]

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

4.93% more ownership

Funds ownership: 1.95% [Q3] → 6.89% (+4.93%) [Q4]