AOM

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

AOM Fund Description

AOM tracks a proprietary index that provides exposure to fixed income securities, with a smaller exposure to equities in order to seek current income, some capital preservation, and modest capital appreciation.

AOM Factset Analytics Insight

AOM is one of four target-risk strategies offered by iShares. The fund invests exclusively in iShares ETFs aiming for exposure that is consistent with a moderate risk tolerance. The underlying ETFs are vanilla in nature, meaning market-cap-weighted for equity and market-value-weighted for fixed income, with the emphasis on top-line allocation and no security selection. Domestic fixed-income accounts for roughly half of AOM's portfolio, making it a more conservative play than one might expect for the level of risk being targeted. As a result, the iShares Core Total US Bond Market ETF (IUSB) dominates the portfolio, carrying almost a third of its weight. AOM has adequate liquidity for most traders, with decent daily volume and manageable spreads. AOM has accumulated a significant asset base, and the fund's expense ratio is well priced compared with most multi-asset ETF expense ratios.

AOM Charts And Performance

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Select ETFs to compare their performance:
PERFORMANCE [as of 09/13/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
AOM 1.68% 2.94% 11.71% 7.05% 5.98% 4.71% 5.95%
AOM (NAV) 1.06% 2.59% 11.36% 6.45% 6.21% 4.66% 5.93%
S&P Target Risk Moderate 1.22% 2.80% 11.54% 6.66% 6.35% 4.78% 5.93%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

AOM Summary Data

Blackrock
iShares
11/04/08
Open-Ended Fund
0.25%
$1.13B
0.09%

AOM Portfolio Data

2.55%
10/02/19

AOM Index Data

S&P Target Risk Moderate
Proprietary
Proprietary
N/A

AOM Fund Structure

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

AOM Tax Exposures

20.00% / 39.60%
0.52%
No
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

AOM Factset Analytics Block Liquidity

As of 09/16/19
5
4
3
2
1

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

AOM Tradability

109,469
$4.25M
90,832
$3.53M
0.09%
$0.03
0.02%
0.20% / -0.15%
None
100.00%
50,000
1.82
0.01%
7.38%
0
$39.18
2