AOM iShares Core Moderate Allocation ETF
What is AOM?
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 iShares Core target-risk ETFs. The fund is a fund-of-funds that invests exclusively in a global portfolio of iShares ETFs with 40% allocation to equity and 60% allocation to fixed income. The index uses a proprietary allocation model that aims to represent a “moderate” target-risk allocation strategy. 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 not individual security selection. The index aims to have greater exposure to fixed income, while also providing opportunity for capital growth through equities. The index is rebalanced semi-annually starting October.
AOM Summary Data
AOM Fund Structure
AOM Tax Exposures
AOM Portfolio Data
AOM Index Data
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AOM. AOM is rated a N/A out of 5.