C
iShares Core 60/40 Balanced Allocation ETF AOR
NYSE Arca
Recommendation
Closing Price
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings AOR - NYSE Arca Click to
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Rating U
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Valuation AOR - NYSE Arca Click to
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Price $57.76
Company Info AOR - 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 AOR - NYSE Arca Click to
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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
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Dividend Yield 2.59%
Dividend AOR - NYSE Arca Click to
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Dividend Yield (Forward) 2.13%
Asset Allocation AOR - NYSE Arca Click to
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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
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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
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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
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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
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Beta --
Standard Deviation 12.36
Balance Sheet AOR - NYSE Arca Click to
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Total Assets 2.29B
Operating Ratios AOR - NYSE Arca Click to
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Expense Ratio 0.15%
Turnover Ratio 5.00%
Performance AOR - NYSE Arca Click to
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Last Bull Market Total Return 11.43%
Last Bear Market Total Return -10.92%
Weiss Ratings