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 01/22/20] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
AOM 1.73% 4.50% 1.32% 14.85% 7.66% 5.41% 6.17%
AOM (NAV) 1.54% 4.40% 1.31% 14.60% 7.63% 5.38% 6.20%
S&P Target Risk Moderate 1.56% 4.45% 1.32% 14.83% 7.79% 5.52% 6.20%
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%
$1.24B
0.08%

AOM Portfolio Data

2.63%
04/02/20

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 -

AOM Factset Analytics Block Liquidity

As of 01/23/20
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

201,166
$8.01M
163,096
$6.46M
0.08%
$0.03
0.02%
0.20% / -0.19%
None
100.00%
50,000
3.25
0.01%
7.38%
0
$40.62
2