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iShares Core Moderate Allocation ETF (AOM)

35.67
Delayed Data
As of Jul 22
 +0.09 / +0.25%
Today’s Change
21.50
Today|||52-Week Range
35.72
+4.76%
Year-to-Date

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 the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Moderate Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.

No recent news for iShares Core Moderate Allocation ETF.

Performance

1 month+1.96% 3 years+4.51%
3 months+2.52% 5 years+5.06%
1 year+3.30% Since inception+6.58%
Data through 07/23/2016

Quote Details

Previous close$35.58
Open day’s range35.57 – 35.72
Net asset value (NAV)35.66 (07/22/2016)
Daily volume85,937
Average volume (3 months)84,256
Data as of 07/22/2016

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

 AOMCategory
Performance 5-yr return+5.06%+4.79%
Expense Gross exp ratio0.37%0.78%
Risk 5 year sharpe ratio0.890.85
Net assets$511.2M$285.3M
Average market cap$32.4B$47.4B
Average P/E17.318.3
Dividend / Share--0.12%

Competitors

AOK iShares Core Conservative Allocation 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 ETF29.66%
IVV iShares Core S&P 500 ETF19.48%
GOVT iShares Core U.S. Treasury Bond ETF11.48%
CRED iShares Core U.S. Credit Bond ETF8.81%
IAGG iShares Core International Aggregate Bond ETF8.80%
IEUR iShares Core MSCI Europe ETF8.57%
IPAC iShares Core MSCI Pacific ETF6.19%
IEMG iShares Core MSCI Emerging Markets ETF3.92%
IJH iShares Core S&P Mid-Cap ETF1.70%
IJR iShares Core S&P Small-Cap ETF0.71%

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