AOM

iShares Core 40/60 Moderate Allocation ETF

$47.68

+0.00%

Market closed. Last update: 11:43 PM ET

📎 Investment Objective

The iShares Core 40/60 Moderate Allocation ETF (AOM) seeks to provide a moderate level of current income and capital appreciation by investing in a diversified portfolio of stocks and bonds.

Overview

ETF tracking iShares Core 40/60 Moderate Allocation ETF

Category Multi-Asset

Issuer BlackRock

Inception Date 2008-11-07

Market Cap $1.6B

Average Volume N/A

Dividend Yield 2.97%

52-Week Range $41.55 - $48.26

VWAP $47.69

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

The iShares Core 40/60 Moderate Allocation ETF (AOM) seeks to provide a moderate level of current income and capital appreciation by investing in a diversified portfolio of stocks and bonds.

🎯 Investment Strategy

AOM invests in a mix of equity and fixed income ETFs to achieve a target 40/60 allocation between stocks and bonds. The fund's portfolio is designed to provide a balance of growth and income potential for moderate risk-tolerant investors.

✨ Key Features

Diversified portfolio of stocks and bonds with a 40/60 target allocation
Broad exposure to US and international equities, as well as government and corporate bonds
Seeks to provide a moderate level of current income and capital appreciation
Expense ratio of 0.00%, making it a low-cost option for investors

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Interest rate risk: Bond prices may fall as interest rates rise
Credit risk: The fund is exposed to the risk of default by the issuers of the bonds it holds
Diversification risk: The fund's performance is tied to the performance of its underlying investments

👤 Best For

The iShares Core 40/60 Moderate Allocation ETF is best suited for investors seeking a balanced, diversified portfolio with a moderate risk profile. It may be appropriate for those saving for retirement, college, or other long-term financial goals who want exposure to both stocks and bonds.