iShares Core 40/60 Moderate Allocation ETF
AOM
NYSE Arca
Weiss Ratings | AOM - NYSE Arca | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C- | |||
Valuation | AOM - NYSE Arca | Click to Compare |
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Price | $43.85 | |||
Company Info | AOM - NYSE Arca | Click to Compare |
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Provider | iShares | |||
Manager/Tenure (Years) | Greg Savage (16), Jennifer Hsui (12), Paul Whitehead (3) | |||
Website | http://www.ishares.com | |||
Phone Number | 800-474-2737 | |||
Fund Information | AOM - NYSE Arca | Click to Compare |
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Fund Name | iShares Core 40/60 Moderate Allocation ETF | |||
Category | Moderately Conservative Allocation | |||
Sub-Category | Cautious Allocation | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Nov 04, 2008 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | -- | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | AOM - NYSE Arca | Click to Compare |
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Dividend Yield | 3.03% | |||
Dividend | AOM - NYSE Arca | Click to Compare |
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Dividend Yield (Forward) | 2.13% | |||
Asset Allocation | AOM - NYSE Arca | Click to Compare |
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Cash | 0.45% | |||
Stock | 40.18% | |||
U.S. Stock | 25.03% | |||
Non-U.S. Stock | 15.15% | |||
Bond | 59.31% | |||
U.S. Bond | 43.26% | |||
Non-U.S. Bond | 16.05% | |||
Preferred | 0.00% | |||
Convertible | 0.03% | |||
Other Net | 0.03% | |||
Price History | AOM - NYSE Arca | Click to Compare |
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7-Day Total Return | -1.39% | |||
30-Day Total Return | -0.47% | |||
60-Day Total Return | 0.82% | |||
90-Day Total Return | -1.30% | |||
Year to Date Total Return | 1.07% | |||
1-Year Total Return | 7.37% | |||
2-Year Total Return | 18.84% | |||
3-Year Total Return | 11.22% | |||
5-Year Total Return | 24.48% | |||
Price | AOM - NYSE Arca | Click to Compare |
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Closing Price | $44.14 | |||
1-Month Low Price | $44.13 | |||
1-Month High Price | $44.71 | |||
52-Week Low Price | $41.17 | |||
52-Week Low Price (Date) | Apr 19, 2024 | |||
52-Week High Price | $45.14 | |||
52-Week High Price (Date) | Sep 27, 2024 | |||
NAV | AOM - NYSE Arca | Click to Compare |
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1-Month Low NAV | $44.15 | |||
1-Month High NAV | $44.56 | |||
52-Week Low NAV | $41.15 | |||
52-Week Low NAV (Date) | Apr 19, 2024 | |||
52-Week High NAV | $45.14 | |||
52-Week High Price (Date) | Sep 27, 2024 | |||
Beta / Standard Deviation | AOM - NYSE Arca | Click to Compare |
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Beta | 1.00 | |||
Standard Deviation | 10.52 | |||
Balance Sheet | AOM - NYSE Arca | Click to Compare |
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Total Assets | 1.46B | |||
Operating Ratios | AOM - NYSE Arca | Click to Compare |
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Expense Ratio | 0.15% | |||
Turnover Ratio | 6.00% | |||
Performance | AOM - NYSE Arca | Click to Compare |
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Last Bull Market Total Return | 9.75% | |||
Last Bear Market Total Return | -8.97% | |||