AOMiShares Core Moderate Allocation ETF
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 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 MSCI ESG Analytics Insight
iShares Core Moderate Allocation ETF has an MSCI ESG Fund Rating of A based on a score of 6.90 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. iShares Core Moderate Allocation ETF ranks in the 47th percentile within its peer group and in the 41st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
AOM Summary Data
AOM Portfolio Data
AOM Index Data
AOM Fund Structure
AOM Tax Exposures
AOM Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AOM. AOM is rated a 3 out of 5.