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 | $47.58 | |||
| Company Info | AOM - NYSE Arca | Click to Compare |
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| Provider | iShares | |||
| Manager/Tenure (Years) | Jennifer Hsui (12), Paul Whitehead (3), Peter Sietsema (0), 2 others | |||
| 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 | Global 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 | 3.02% | |||
| Dividend | AOM - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 2.03% | |||
| Asset Allocation | AOM - NYSE Arca | Click to Compare |
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| Cash | 0.48% | |||
| Stock | 43.45% | |||
| U.S. Stock | 27.62% | |||
| Non-U.S. Stock | 15.83% | |||
| Bond | 56.04% | |||
| U.S. Bond | 40.88% | |||
| Non-U.S. Bond | 15.16% | |||
| Preferred | 0.00% | |||
| Convertible | 0.01% | |||
| Other Net | 0.02% | |||
| Price History | AOM - NYSE Arca | Click to Compare |
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| 7-Day Total Return | 0.05% | |||
| 30-Day Total Return | 2.02% | |||
| 60-Day Total Return | 3.93% | |||
| 90-Day Total Return | 4.28% | |||
| Year to Date Total Return | 11.12% | |||
| 1-Year Total Return | 8.89% | |||
| 2-Year Total Return | 29.86% | |||
| 3-Year Total Return | 41.45% | |||
| 5-Year Total Return | 30.88% | |||
| Price | AOM - NYSE Arca | Click to Compare |
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| Closing Price | $47.49 | |||
| 1-Month Low Price | $46.37 | |||
| 1-Month High Price | $47.61 | |||
| 52-Week Low Price | $41.55 | |||
| 52-Week Low Price (Date) | Apr 08, 2025 | |||
| 52-Week High Price | $47.61 | |||
| 52-Week High Price (Date) | Sep 19, 2025 | |||
| NAV | AOM - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $46.42 | |||
| 1-Month High NAV | $47.55 | |||
| 52-Week Low NAV | $41.47 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $47.55 | |||
| 52-Week High Price (Date) | Sep 22, 2025 | |||
| Beta / Standard Deviation | AOM - NYSE Arca | Click to Compare |
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| Beta | 1.22 | |||
| Standard Deviation | 9.16 | |||
| Balance Sheet | AOM - NYSE Arca | Click to Compare |
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| Total Assets | 1.59B | |||
| 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% | |||