iShares Core Moderate Allocation ETF (AOM)

35.83
Delayed Data
As of May 26
 -0.08 / -0.22%
Today’s Change
33.83
Today|||52-Week Range
36.89
+1.88%
Year-to-Date

Investment Objective

The investment seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy. The fund is a fund of funds. It generally invests primarily in the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The underlying funds invest primarily in distinct asset classes, such as large-, or mid-capitalization U.S. equity, emerging market securities, the aggregate bond market or the U.S. treasury bond market; each such asset class has its own risk profile.

No recent news for iShares Core Moderate Allocation ETF.

Performance

1 month-1.08% 3 years+7.92%
3 months+0.61% 5 years+7.53%
1 year+3.91% Since inception+7.40%
Data through 05/27/2015

Quote Details

Previous close$35.91
Open day’s range-- – --
Net asset value (NAV)35.78 (05/26/2015)
Daily volume183,931
Average volume (3 months)58,171
Data as of 05/26/2015

Peer Comparisonvs. Conservative allocation ETFs

 AOMCategory
Performance 5-yr return+7.53%+5.49%
Expense Gross exp ratio0.38%0.72%
Risk 5 year sharpe ratio1.121.01
Net assets$334.7M$311.4M
Average market cap$34.6B$40.1B
Average P/E18.119.1
Dividend / Share--0.12%

Competitors

AOK iShares Core Conservative Allocation ETF
-- Deutsche X-trackers In Target Date ETF
IYLD iShares Morningstar Multi-Asset Income E...

Holdings

Top 5 Sectors
Portfolio weighting
Financial service 24.59%
Industrial materials 15.42%
Energy 10.01%
Consumer goods 9.76%
Healthcare 8.88%
Top 10 Holdings
Portfolio weighting
IUSB iShares Core Total USD Bond Market ETF35.18%
IVV iShares Core S&P 500 ETF18.40%
GOVT iShares Core U.S. Treasury Bond ETF13.36%
IEUR iShares Core MSCI Europe ETF10.11%
CRED iShares Core U.S. Credit Bond ETF9.80%
IPAC iShares Core MSCI Pacific ETF6.53%
IEMG iShares Core MSCI Emerging Markets ETF4.28%
IJH iShares Core S&P Mid-Cap ETF1.64%
IJR iShares Core S&P Small-Cap ETF0.67%

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