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TZY:NYSE Arca

iShares S&P Target Date 2050 Index Fund – TZY ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
31.41-0.10 (-0.32%)24.85 - 32.852.2 thousand (Above Avg)

Market data as of 3:19PM 05/24/13. Quotes are delayed by at least 15 min.

Overview - TZY

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Target Date 2050 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 2050. The fund invests approximately 90.26% of its assets in equity funds, 9.71% of its assets in bond funds and the remainder of its assets in money market funds.

Today | 1 Week | 1 Month | 3 Month | 1 Year

Open31.34
Previous Close31.51
Day's Range31.34 - 31.41
Avg Volume (10 Day)643.6
Total Assets$4.63M
Expense Ratio0.47%
Yield (Trailing 12 Mo.)2.03%
Fund Inception08/16/2011

Trailing Total Returns - TZY

as of 04/30/2013
TimeframeTZYS&P 500Target Date 2046-2050
1 Month2.31%1.93%2.31%
3 Month5.41%7.18%5.41%
Year-to-Date9.94%12.74%9.94%
1 Year15.38%16.89%15.38%
3 Year--12.80%--
5 Year--5.21%--
10 Year--7.88%--
Since Inception16.27%10.38%--

Top Ten Holdings - TZY

as of 04/30/2013
CompanyYTD Return% of Assets
IVV--41.68%
EFA--24.28%
IJH--12.80%
AGG--6.18%
IJR--5.17%
EEM--4.92%
SHV--2.46%
ICF--1.36%
HYG--1.13%

Valuation & Growth - TZY

as of 04/30/2013
ValuationTZYCategory Range
Price/Earnings15.85
Price/Book1.94
Price/Sales1.19
Price/Cash Flow9.12
Dividend Yield2.35
LT Earnings9.98
Historical Earnings15.11
Sales Growth-11.66
Cash-Flow Growth-7.51
Book-Value Growth-10.78
Key:  Lo 
 Hi

Morningstar Summary - TZY, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
Risk
Return
Key:  Lo 
 Hi

Risk Analysis - TZY, 3 Year

Beta--
Standard Deviation--
Alpha--
Sharpe Ratio--
Mean--
R-Squared--

Tax Analysis - TZY, 3 Year Avg

Pretax Return--
Tax-adjusted Return--
Tax Cost Ratio--
Potential Cap Gains15.94%

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