iShares Moderate Allocation ETF (AOM)

34.85
Data as of 3:59pm ET
 +0.09 / +0.26%
Today’s Change
33.50
Today|||52-Week Range
35.89
+1.57%
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 Moderate Allocation ETF.

Performance

1 month-0.62% 3 years+7.50%
3 months-1.85% 5 years+6.60%
1 year+4.43% Since inception+7.45%
Data through 10/24/2014

Quote Details

Previous close$34.76
Open day’s range34.72 – 34.86
Net asset value (NAV)34.73 (10/23/2014)
Daily volume58,890
Average volume (3 months)43,311
Data as of 3:59pm ET, 10/24/2014

Peer Comparisonvs. Conservative allocation ETFs

 AOMCategory
Performance 5-yr return+6.60%+5.55%
Expense Gross exp ratio0.45%0.72%
Risk 5 year sharpe ratio1.121.20
Net assets$254.7M$251.2M
Average market cap$26.6B$44.1B
Average P/E18.018.1
Dividend / Share--0.12%

Competitors

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

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
AGG iShares Core US Aggregate Bond27.90%
IVV iShares Core S&P 50018.61%
SHV iShares Short Treasury Bond15.53%
EFA iShares MSCI EAFE13.29%
HYG iShares iBoxx $ High Yield Corporate Bd6.28%
IJR iShares Core S&P Small-Cap5.28%
EEM iShares MSCI Emerging Markets4.42%
TIP iShares TIPS Bond3.49%
IJH iShares Core S&P Mid-Cap3.41%
ICF iShares Cohen & Steers REIT1.52%

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