iShares Core 60/40 Balanced Allocation ETF
AOR
NYSE Arca
| Weiss Ratings | AOR - NYSE Arca | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Valuation | AOR - NYSE Arca | Click to Compare |
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| Price | $64.39 | |||
| Company Info | AOR - 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 | AOR - NYSE Arca | Click to Compare |
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| Fund Name | iShares Core 60/40 Balanced Allocation ETF | |||
| Category | Global 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 |
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| Dividend Yield | 2.48% | |||
| Dividend | AOR - NYSE Arca | Click to Compare |
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| Dividend Yield (Forward) | 1.97% | |||
| Asset Allocation | AOR - NYSE Arca | Click to Compare |
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| Cash | 0.25% | |||
| Stock | 63.89% | |||
| U.S. Stock | 40.57% | |||
| Non-U.S. Stock | 23.32% | |||
| Bond | 35.82% | |||
| U.S. Bond | 26.17% | |||
| Non-U.S. Bond | 9.65% | |||
| Preferred | 0.00% | |||
| Convertible | 0.01% | |||
| Other Net | 0.04% | |||
| Price History | AOR - NYSE Arca | Click to Compare |
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| 7-Day Total Return | 1.04% | |||
| 30-Day Total Return | 3.19% | |||
| 60-Day Total Return | 5.44% | |||
| 90-Day Total Return | 5.01% | |||
| Year to Date Total Return | 13.88% | |||
| 1-Year Total Return | 12.62% | |||
| 2-Year Total Return | 40.04% | |||
| 3-Year Total Return | 52.60% | |||
| 5-Year Total Return | 48.96% | |||
| Price | AOR - NYSE Arca | Click to Compare |
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| Closing Price | $64.62 | |||
| 1-Month Low Price | $62.66 | |||
| 1-Month High Price | $64.62 | |||
| 52-Week Low Price | $53.36 | |||
| 52-Week Low Price (Date) | Apr 08, 2025 | |||
| 52-Week High Price | $64.62 | |||
| 52-Week High Price (Date) | Oct 01, 2025 | |||
| NAV | AOR - NYSE Arca | Click to Compare |
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| 1-Month Low NAV | $62.69 | |||
| 1-Month High NAV | $64.60 | |||
| 52-Week Low NAV | $53.32 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $64.60 | |||
| 52-Week High Price (Date) | Oct 01, 2025 | |||
| Beta / Standard Deviation | AOR - NYSE Arca | Click to Compare |
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| Beta | 0.76 | |||
| Standard Deviation | 9.67 | |||
| Balance Sheet | AOR - NYSE Arca | Click to Compare |
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| Total Assets | 2.82B | |||
| Operating Ratios | AOR - NYSE Arca | Click to Compare |
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| Expense Ratio | 0.15% | |||
| Turnover Ratio | 5.00% | |||
| Performance | AOR - NYSE Arca | Click to Compare |
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| Last Bull Market Total Return | 11.43% | |||
| Last Bear Market Total Return | -10.92% | |||