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

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
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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
AOM -1.73% -2.88% -2.93% -2.16% 4.25% 3.66% 6.40%
AOM (NAV) -1.78% -3.04% -3.01% -2.15% 4.23% 3.66% 6.36%
S&P Target Risk Moderate -1.78% -3.00% -2.87% -2.00% 4.34% 3.75% 6.36%
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%
$1.02B
0.11%

AOM Portfolio Data

3.74%
12/28/18

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
Bats 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 12/10/18
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

259,985
$9.50M
204,061
$7.40M
0.11%
$0.04
0.04%
0.20% / -0.39%
None
100.00%
50,000
4.08
0.01%
9.45%
--
$36.26
2