iShares ESG Aware 60/40 Balanced Allocation ETF
EAOR
BATS
| Weiss Ratings | EAOR - BATS | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Weak | |||
| Risk Grade | D+ | |||
| Valuation | EAOR - BATS | Click to Compare |
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| Price | $31.49 | |||
| Company Info | EAOR - BATS | Click to Compare |
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| Provider | iShares | |||
| Manager/Tenure (Years) | Jennifer Hsui (4), Greg Savage (4), Paul Whitehead (3) | |||
| Website | http://www.ishares.com | |||
| Phone Number | 800-474-2737 | |||
| Fund Information | EAOR - BATS | Click to Compare |
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| Fund Name | iShares ESG Aware 60/40 Balanced Allocation ETF | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Jun 12, 2020 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | -- | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | EAOR - BATS | Click to Compare |
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| Dividend Yield | 2.46% | |||
| Dividend | EAOR - BATS | Click to Compare |
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| Dividend Yield (Forward) | 2.00% | |||
| Asset Allocation | EAOR - BATS | Click to Compare |
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| Cash | 0.43% | |||
| Stock | 60.07% | |||
| U.S. Stock | 41.65% | |||
| Non-U.S. Stock | 18.42% | |||
| Bond | 39.44% | |||
| U.S. Bond | 35.94% | |||
| Non-U.S. Bond | 3.50% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.06% | |||
| Price History | EAOR - BATS | Click to Compare |
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| 7-Day Total Return | 0.96% | |||
| 30-Day Total Return | -2.74% | |||
| 60-Day Total Return | -0.72% | |||
| 90-Day Total Return | 0.58% | |||
| Year to Date Total Return | 0.45% | |||
| 1-Year Total Return | 7.63% | |||
| 2-Year Total Return | 25.01% | |||
| 3-Year Total Return | 13.57% | |||
| 5-Year Total Return | -- | |||
| Price | EAOR - BATS | Click to Compare |
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| Closing Price | $31.49 | |||
| 1-Month Low Price | $31.05 | |||
| 1-Month High Price | $32.41 | |||
| 52-Week Low Price | $28.97 | |||
| 52-Week Low Price (Date) | Apr 19, 2024 | |||
| 52-Week High Price | $32.64 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| NAV | EAOR - BATS | Click to Compare |
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| 1-Month Low NAV | $31.06 | |||
| 1-Month High NAV | $32.40 | |||
| 52-Week Low NAV | $28.96 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $32.62 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | EAOR - BATS | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 12.66 | |||
| Balance Sheet | EAOR - BATS | Click to Compare |
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| Total Assets | 20.86M | |||
| Operating Ratios | EAOR - BATS | Click to Compare |
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| Expense Ratio | 0.19% | |||
| Turnover Ratio | 5.00% | |||
| Performance | EAOR - BATS | Click to Compare |
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| Last Bull Market Total Return | 12.16% | |||
| Last Bear Market Total Return | -11.21% | |||
