iShares Core Moderate Allocation ETF (AOM)

35.72
Delayed Data
As of Feb 27
 +0.07 / +0.20%
Today’s Change
33.83
Today|||52-Week Range
35.89
+1.56%
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+0.51% 3 years+6.81%
3 months+0.73% 5 years+7.16%
1 year+5.35% Since inception+7.59%
Data through 02/27/2015

Quote Details

Previous close$35.65
Open day’s range35.69 – 35.80
Net asset value (NAV)35.69 (02/26/2015)
Daily volume27,823
Average volume (3 months)116,871
Data as of 3:59pm ET, 02/27/2015

Peer Comparisonvs. Conservative allocation ETFs

 AOMCategory
Performance 5-yr return+7.16%+5.26%
Expense Gross exp ratio0.38%0.72%
Risk 5 year sharpe ratio1.181.16
Net assets$393.7M$309.8M
Average market cap$25.4B$41.2B
Average P/E18.317.9
Dividend / Share--0.12%

Competitors

AOK iShares Core Conservative Allocation ETF
TDX Deutsche X-trackers In Target Date 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 U.S. Aggregate Bond ETF28.50%
IVV iShares Core S&P 500 ETF18.70%
SHV iShares Short Treasury Bond ETF15.40%
EFA iShares MSCI EAFE ETF12.58%
HYG iShares iBoxx $ High Yield Corporate Bond ETF6.12%
IJR iShares Core S&P Small-Cap ETF5.52%
EEM iShares MSCI Emerging Markets ETF4.11%
TIP iShares TIPS Bond ETF3.57%
IJH iShares Core S&P Mid-Cap ETF3.54%
ICF iShares Cohen & Steers REIT ETF1.86%

To view my watchlist

Not a member yet?

Sign up now for a free account