C
iShares Core 40/60 Moderate Allocation ETF AOM
NYSE Arca
Recommendation
Closing Price
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings AOM - NYSE Arca Click to
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Rating U
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C-
Valuation AOM - NYSE Arca Click to
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Price $43.85
Company Info AOM - NYSE Arca Click to
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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
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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
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Dividend Yield 3.03%
Dividend AOM - NYSE Arca Click to
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Dividend Yield (Forward) 2.13%
Asset Allocation AOM - NYSE Arca Click to
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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
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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
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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
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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
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Beta 1.00
Standard Deviation 10.52
Balance Sheet AOM - NYSE Arca Click to
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Total Assets 1.46B
Operating Ratios AOM - NYSE Arca Click to
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Expense Ratio 0.15%
Turnover Ratio 6.00%
Performance AOM - NYSE Arca Click to
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Last Bull Market Total Return 9.75%
Last Bear Market Total Return -8.97%
Weiss Ratings