iShares Core 60/40 Balanced Allocation ETF
AOR
NYSE Arca
| Weiss Ratings | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Valuation | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Price | $57.76 | |||
| Company Info | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | iShares Core 60/40 Balanced Allocation ETF | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate 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 | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.59% | |||
| Dividend | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.13% | |||
| Asset Allocation | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.36% | |||
| Stock | 60.13% | |||
| U.S. Stock | 37.46% | |||
| Non-U.S. Stock | 22.67% | |||
| Bond | 39.44% | |||
| U.S. Bond | 28.77% | |||
| Non-U.S. Bond | 10.67% | |||
| Preferred | 0.00% | |||
| Convertible | 0.02% | |||
| Other Net | 0.04% | |||
| Price History | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.93% | |||
| 30-Day Total Return | -1.24% | |||
| 60-Day Total Return | 0.35% | |||
| 90-Day Total Return | -2.00% | |||
| Year to Date Total Return | 0.77% | |||
| 1-Year Total Return | 8.72% | |||
| 2-Year Total Return | 23.37% | |||
| 3-Year Total Return | 17.13% | |||
| 5-Year Total Return | 39.60% | |||
| Price | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | $58.17 | |||
| 1-Month Low Price | $58.17 | |||
| 1-Month High Price | $59.39 | |||
| 52-Week Low Price | $53.33 | |||
| 52-Week Low Price (Date) | Apr 19, 2024 | |||
| 52-Week High Price | $59.66 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| NAV | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| 1-Month Low NAV | $58.14 | |||
| 1-Month High NAV | $59.35 | |||
| 52-Week Low NAV | $53.31 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $59.63 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | -- | |||
| Standard Deviation | 12.36 | |||
| Balance Sheet | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 2.29B | |||
| Operating Ratios | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.15% | |||
| Turnover Ratio | 5.00% | |||
| Performance | AOR - NYSE Arca | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.43% | |||
| Last Bear Market Total Return | -10.92% | |||
