AOAiShares Core Aggressive Allocation ETF
AOA Fund Description
AOA tracks a proprietary index that provides significant exposure to equities, and a small portion to fixed income securities with a goal of long-term capital appreciation.
AOA Factset Analytics Insight
AOA is one of four iShares Core target-risk ETFs. It offers an all-encompassing aggressive asset-allocation strategy in a fund-of-funds wrapper. The index invests across asset classes and subgroups using other iShares ETFs. The use of ETFs in the basket allows investors to quickly understand how the fund is positioned. It also keeps the focus on top-down allocation rather than bottom-up security selection. AOA plays it straight with large allocations to vanilla versions of major asset groups: US large- and midcaps, international equities and broad bonds. The fund also allocates in smaller proportions to emerging market equities, US small-caps, high-yield bonds, REITs and TIPS. What makes the fund aggressive is its 80% allocation to equities and 20% to fixed income. AOA and its kind differ from target-date funds in that the asset mix is relatively static, rather than following an increasingly conservative glidepath. The index is rebalanced semi-annually starting October.
AOA MSCI ESG Analytics Insight
iShares Core Aggressive Allocation ETF has an MSCI ESG Fund Rating of A based on a score of 6.56 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 Aggressive Allocation ETF ranks in the 55th percentile within its peer group and in the 70th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
AOA Summary Data
AOA Portfolio Data
AOA Index Data
AOA Fund Structure
AOA Tax Exposures
AOA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of AOA. AOA is rated a 4 out of 5.