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 | $57.76 | |||
Company Info | AOR - 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 | AOR - NYSE Arca | Click to Compare |
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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 Compare |
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Dividend Yield | 2.59% | |||
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Dividend Yield (Forward) | 2.13% | |||
Asset Allocation | AOR - NYSE Arca | Click to Compare |
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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 Compare |
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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 Compare |
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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 Compare |
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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 Compare |
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Beta | -- | |||
Standard Deviation | 12.36 | |||
Balance Sheet | AOR - NYSE Arca | Click to Compare |
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Total Assets | 2.29B | |||
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% | |||