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% | |||
