AOA

iShares Core Aggressive Allocation ETF
*Unless otherwise stated, data provided by FactSet.

AOA Fund Description

AOA tracks a proprietary index that provides significant exposure to equities, and a small portion to fixed income securities with a goal of long-term capital appreciation.

AOA Factset Analytics Insight

AOA from iShares offers an all-encompassing aggressive asset-allocation strategy in a fund-of-funds wrapper. The fund invests across asset classes and subgroups using other iShares ETFs. The use of ETFs in the basket allows investors to quickly understand how the fund is positioned. It also keeps the focus on top-down allocation rather than bottom-up security selection. AOA plays it straight with large allocations to vanilla versions of major asset groups: US large- and midcaps, international equities and broad bonds. The fund also allocates in smaller proportions to emerging market equities, US small-caps, high-yield bonds, REITs and TIPS. What makes the fund "aggressive" is a higher allocation to equities than fixed income. AOA and its kind differ from target-date funds in that the asset mix is relatively static, rather than following an increasingly conservative glidepath. The fund aims to be a one-stop solution for buy and hold investors with a very long time horizon. AOA is easy to trade, with manageable spreads. It also charges a competitive fee.

AOA CHARTS AND PERFORMANCE

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 12/07/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
AOA -4.50% -6.17% -5.27% -3.54% 6.44% 5.63% 10.89%
AOA (NAV) -4.57% -6.23% -5.27% -3.55% 6.43% 5.61% 10.90%
S&P Target Risk Aggressive -4.56% -6.19% -5.15% -3.41% 6.51% 5.72% 10.90%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

AOA Summary Data

BlackRock
iShares
11/04/08
Open-Ended Fund
0.25%
$875.82M
0.10%

AOA Portfolio Data

5.70%
12/28/18

AOA Index Data

S&P Target Risk Aggressive
Proprietary
Proprietary
N/A

AOA Fund Structure

No
Yes
80% / 20%
N/A
N/A
Low
N/A
N/A

AOA Tax Exposures

20.00% / 39.60%
1.27%
No
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

AOA Factset Analytics Block Liquidity

As of 12/10/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of AOA. AOA is rated a 2 out of 5.

AOA Tradability

112,481
$5.79M
96,110
$5.00M
0.10%
$0.05
0.04%
0.16% / -0.27%
None
100.00%
50,000
1.92
0.01%
10.54%
--
$50.23
2