- Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
iShares LifePath Target Date 2070 ETF(ITDJ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ITDJ
11/13/2026: ITDJ (3-star) is currently NOT-A-BUY. Pass it for now.
ITDJ is a target-date ETF that provides diversified global exposure, automatically adjusting its asset mix to become more conservative as the year 2070 approaches. Its primary strengths include professional management by BlackRock, low costs, and the simplicity of a 'set-it-and-forget-it' strategy. It is best suited for long-term, retirement-focused investors who prefer passive indexing over active trading. Potential risks include market volatility and long-term economic shifts that could impact equity and bond returns. Investors should monitor the fund’s expense ratio and the performance of its underlying global holdings.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The aggressive equity allocation is well-suited for investors with a multi-decade time horizon. |
| Momentum investor | Weak fit | This fund is designed for long-term strategic holding, not tactical momentum-based trading. |
| Value investor | Mixed fit | The portfolio provides broad market exposure which includes both value and growth segments. |
| Dividend/Income investor | Mixed fit | While it generates some income, this fund is primarily focused on capital appreciation rather than high-yield distributions. |
| Low-risk investor | Weak fit | The high equity exposure is inappropriate for investors seeking to minimize near-term price volatility. |
Investor Profile
Ideal Investor Profile
Younger investors or those with a long time horizon (40+ years) who want a hands-off, diversified investment strategy.
Suitability
Best for long-term investors utilizing a retirement or long-range wealth accumulation plan.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | High equity exposure leads to significant price fluctuations during market downturns. |
| Market risk | High | The fund is fully exposed to systemic risks affecting global equity markets. |
| Concentration | Low | The fund is highly diversified across thousands of global securities. |
| Tracking/expense | Low | As an ETF, it maintains tight tracking to its internal allocation strategy. |
| Liquidity | Low | The underlying assets are highly liquid, supporting efficient trading. |
| Business/sector quality | Medium | The fund's quality depends on the aggregate performance of the global market indices it tracks. |
Sector & Industry Intelligence
This fund is not assigned to one sector.
Risk Analysis
Volatility
ITDJ exhibits high volatility consistent with an equity-heavy portfolio, which is expected for a 2070 target date.
Market Risk
The fund faces systemic risks inherent in global financial markets, including economic, political, and interest rate risks.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | Global Equities (US and International) | 90 | The heavy equity tilt provides the growth potential necessary for a long-term investment horizon. |
| Fixed-income type | US and Global Fixed Income | 10 | Small fixed-income exposure provides early-stage diversification and dampens volatility. |
Price Behavior

Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.

Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 24.81% | Avg. Invested days 103 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | ETF Returns Performance |

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.

