iShares Moderate Allocation ETF (AOM)

Data as of Sep 19
 -0.03 / -0.08%
Today’s Change
Today|||52-Week Range

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 Moderate Allocation ETF.


1 month-0.45% 3 years+8.32%
3 months-0.14% 5 years+6.99%
1 year+7.29% Since inception+7.82%
Data through 09/20/2014

Quote Details

Previous close$35.38
Open day’s range35.33 – 35.47
Net asset value (NAV)35.33 (09/19/2014)
Daily volume70,636
Average volume (3 months)36,338
Data as of 4:00pm ET, 09/19/2014

Peer Comparisonvs. Conservative allocation ETFs

Performance 5-yr return+6.99%+7.07%
Expense Gross exp ratio0.45%0.72%
Risk 5 year sharpe ratio1.281.35
Net assets$253.0M$251.4M
Average market cap$25.4B$44.6B
Average P/E17.818.1
Dividend / Share--0.12%


AOK iShares Conservative Allocation ETF
TDX Deutsche X-trackers In Target Date ETF


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
AGG iShares Core US Aggregate Bond27.52%
IVV iShares Core S&P 50018.54%
SHV iShares Short Treasury Bond15.19%
EFA iShares MSCI EAFE13.52%
HYG iShares iBoxx $ High Yield Corporate Bd6.30%
IJR iShares Core S&P Small-Cap5.46%
EEM iShares MSCI Emerging Markets4.69%
IJH iShares Core S&P Mid-Cap3.51%
TIP iShares TIPS Bond3.51%
ICF iShares Cohen & Steers REIT1.60%

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