iShares Core Moderate Allocation ETF (AOM)

Delayed Data
As of Jun 22
 +0.10 / +0.27%
Today’s Change
Today|||52-Week Range

Investment Objective

The investment seeks to track the investment results of the S&P Target Risk Moderate 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 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.

No recent news for iShares Core Moderate Allocation ETF.


1 month-0.03% 3 years+4.42%
3 months+0.74% 5 years+5.64%
1 year+4.26% Since inception+6.36%
Data through 06/23/2018

Quote Details

Previous close$37.60
Open day’s range37.62 – 37.73
Net asset value (NAV)37.66 (06/22/2018)
Daily volume49,570
Average volume (3 months)104,128
Data as of 8:00pm ET, 06/22/2018

Peer Comparisonvs. Allocation--30% to 50% equity ETFs

Performance 5-yr return+5.64%+4.65%
Expense Gross exp ratio0.34%1.15%
Risk 5 year sharpe ratio0.970.85
Net assets$902.5M$2.0B
Average market cap$42.4B$63.4B
Average P/E17.118.0
Dividend / Share--0.08%


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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 ETF51.02%
IVV iShares Core S&P 500 ETF18.44%
IDEV iShares Core MSCI International Developed Markets ETF15.05%
IAGG iShares Core International Aggregate Bond ETF8.98%
IEMG iShares Core MSCI Emerging Markets ETF4.22%
IJH iShares Core S&P Mid-Cap ETF1.43%
IJR iShares Core S&P Small-Cap ETF0.64%