iShares S&P Target Date 2015 Index Fund (TZE)

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Fund Description

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Target Date 2015 Index. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares funds. It generally invests at least 90% of its assets in securities of the underlying index. The underlying index seeks to represent asset allocations for investors with a target retirement horizon on or around 2015. The fund invests approximately 51.86% of its assets in equity funds, 48.07% of its assets in bond funds and the remainder of its assets in money market funds.

Fund Snapshot Updated 05.17.2013

Previous Close $36.73 Expense Ratio 0.29%
YTD Return 7.8% Avg. 30-Day Volume 4,185
1-Year Return 16.0% Market Cap Loading...
Bid $36.68 Shares Outstanding 550,000
Ask $36.78 Dividends $0.78
Top Holdings
Ishares Core Us Bond Market Etf (AGG) 30.76%
Ishares Core S&P 500 Etf (IVV) 26.94%
Ishares Msci Eafe Index Fund (EFA) 13.02%
Ishares Barclays Short Treasury Bond Fund (SHV) 9.37%
Ishares Core S&P Midcap Etf (IJH) 7.77%
Ishares Barclays Tips Bond Fund (TIP) 4.58%
Ishares Core S&P Small-Cap Etf (IJR) 2.83%
Ishares Iboxx $ High Yield Corporate Bond Fund (HYG) 2.38%
Ishares Msci Emerging Markets Index Fund (EEM) 2.35%
% of Total Holdings 100.00%

Sector Breakdown

Geographic Breakdown

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