Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

iShares Core Aggressive Allocation ETF (AOA)

55.77
Delayed Data
As of 11:09am ET
 -0.0998 / -0.18%
Today’s Change
47.67
Today|||52-Week Range
56.40
+3.51%
Year-to-Date

Investment Objective

The investment seeks to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in other iShares Underlying Funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 90% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

Performance

1 month+4.75% 3 years+10.08%
3 months+7.07% 5 years+10.82%
1 year+22.49% Since inception+11.42%
Data through 01/18/2018

Quote Details

Previous close$55.87
Open day’s range55.75 – 55.85
Net asset value (NAV)55.86 (01/17/2018)
Daily volume18,536
Average volume (3 months)61,315
Data as of 11:09am ET, 01/18/2018

Peer Comparisonvs. Allocation--70% to 85% equity ETFs

 AOACategory
Performance 5-yr return+10.82%+9.22%
Expense Gross exp ratio0.33%1.26%
Risk 5 year sharpe ratio1.261.10
Net assets$794.0M$2.4B
Average market cap$41.4B$44.7B
Average P/E19.320.8
Dividend / Share--0.19%

Competitors

SCTO Global X | JPMorgan US Sector Rotator In...

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 19.99%
Industrial materials 16.45%
Consumer goods 9.95%
Energy 9.93%
Healthcare 9.28%
Top 10 Holdings
Portfolio weighting
IVV iShares Core S&P 500 ETF36.75%
IDEV iShares Core MSCI International Developed Markets ETF31.28%
-- 16.53%
IEMG iShares Core MSCI Emerging Markets ETF8.28%
IAGG iShares Core International Aggregate Bond ETF2.94%
IJH iShares Core S&P Mid-Cap ETF2.85%
IJR iShares Core S&P Small-Cap ETF1.27%