AOR

iShares Core Growth Allocation ETF
*Unless otherwise stated, data provided by FactSet.

AOR Fund Description

AOR tracks a proprietary index that provides exposure to equity securities, while also investing in fixed income, striking a balance between capital preservation, appreciation, and income.

AOR Factset Analytics Insight

AOR is one of four target-risk strategies offered by iShares. The fund attempts to provide exposure to a fairly conservative portfolio of iShares ETFs, with a focus on low-volatility income opportunities as determined by the S&P Target Risk Conservative Index. The fund invests exclusively in iShares ETFs as it seeks exposure to a variety of fixed-income and equity funds. Those equity positions can be substantial: roughly one third of the fund's portfolio is dedicated to IVV, iShares' S&P 500 index fund. Much of the remainder, however, is comprised of smaller allocations to income- and growth-seeking funds. AOR trades well-enough, although spreads can still be fairly wide at times for retail investors, making the use of limit orders important. Investors have embraced AOR's strategy. The fund has amassed hundreds of millions in assets, in part thanks to its reasonable expense ratio.

AOR Charts And Performance

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PERFORMANCE [as of 11/15/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
AOR 2.24% 5.56% 15.94% 12.20% 8.77% 6.02% 7.58%
AOR (NAV) 2.29% 5.73% 16.19% 12.31% 8.79% 6.05% 7.60%
S&P Target Risk Growth 2.30% 5.88% 16.41% 12.53% 8.93% 6.19% 7.60%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

AOR Summary Data

Blackrock
iShares
11/04/08
Open-Ended Fund
0.25%
$1.38B
0.08%

AOR Portfolio Data

2.42%
12/24/19

AOR Index Data

S&P Target Risk Growth
Proprietary
Proprietary
N/A

AOR Fund Structure

No
Yes
80% / 20%
N/A
N/A
Low
N/A
N/A

AOR Tax Exposures

20.00% / 39.60%
0.98%
No
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

AOR Factset Analytics Block Liquidity

As of 11/18/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of AOR. AOR is rated a 2 out of 5.

AOR Tradability

79,953
$3.70M
74,485
$3.47M
0.08%
$0.04
0.03%
0.21% / -0.36%
None
100.00%
50,000
1.49
0.01%
7.18%
0
$47.08
2