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 02/14/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
AOM 2.74% 2.67% 4.15% 0.79% 6.84% 3.99% 6.70%
AOM (NAV) 2.78% 2.78% 4.18% 1.04% 6.87% 4.02% 6.77%
S&P Target Risk Moderate 2.80% 2.83% 4.22% 1.20% 7.00% 4.12% 6.77%
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%
$1.00B
0.07%

AOM Portfolio Data

2.43%
04/02/19

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
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 02/15/19
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

690,808
$24.96M
605,588
$21.77M
0.07%
$0.02
0.03%
0.20% / -0.15%
None
100.00%
50,000
12.11
0.01%
4.27%
--
$37.18
2