AOM — iShares Core 40/60 Moderate Allocation ETF
iShares Core 40/60 Moderate Allocation ETF (ticker: AOM) is a multi-asset ETF issued by BlackRock, Inc. tracking S&P Target Risk Moderate. It was launched on 2008-11-04.
About AOM
The iShares Core 40/60 Moderate Allocation ETF (AOM) is a multi-asset fund that seeks to track the investment results of the S&P Target Risk Moderate index. The fund invests in a diversified portfolio of underlying iShares ETFs, providing exposure to a mix of equity and fixed income securities. It holds 9 underlying ETFs.
This ETF could be considered by investors seeking a moderate risk allocation across developed markets, with exposure to both domestic and international equities and bonds through a single fund.
- Tracks the S&P Target Risk Moderate index.
- Invests in a diversified portfolio of 9 underlying iShares ETFs.
- Expense ratio of 0.15%.
- AUM of $1.80B.
- Fund inception date was November 4, 2008.
Returns (Total Return)
| Period | Return |
|---|---|
| 1 Day | 0.39% |
| 1 Week | 0.02% |
| 1 Month | 0.12% |
| 3 Months | 2.56% |
| 6 Months | 2.34% |
| YTD | 3.42% |
| 1 Year | 8.48% |
| 3 Years | 32.82% |
| 5 Years | 21.99% |
| 10 Years | — |
| Since Inception | — |
Top Holdings
| # | Security | Symbol | Weight |
|---|---|---|---|
| 1 | ISHARES CORE TOTAL USD BOND MARKET | IUSB | 51.42% |
| 2 | ISHARES CORE TOTAL USD BOND MARKET | IUSB | 51.42% |
| 3 | ISHARES CORE TOTAL USD BOND MARKET | IUSB | 51.42% |
| 4 | ISHARES CORE TOTAL USD BOND MARKET | IUSB | 51.42% |
| 5 | ISHARES CORE TOTAL USD BOND MARKET | IUSB | 51.42% |
| 6 | ISHARES CORE TOTAL USD BOND MARKET | IUSB | 51.42% |
| 7 | ISHARES CORE TOTAL USD BOND MARKET | IUSB | 51.16% |
| 8 | ISHARES CORE TOTAL USD BOND MARKET | IUSB | 51.16% |
| 9 | ISHARES CORE TOTAL USD BOND MARKET | IUSB | 51.04% |
| 10 | ISHARES CORE TOTAL USD BOND MARKET | IUSB | 51.04% |
Fund Profile
| Issuer | BlackRock, Inc. |
|---|---|
| Brand | iShares |
| Asset Class | multi-asset |
| Strategy | Fixed Asset Allocation |
| Structure | ETF |
| Category | Diversified Portfolio |
| Segment | Asset Allocation: Target Risk |
| Region | Developed Markets |
| Index Tracked | S&P Target Risk Moderate |
| Inception Date | 2008-11-04 |
| Tax on Distributions | Ordinary income |
Quick Facts
| Ticker | AOM |
|---|---|
| Full Name | iShares Core 40/60 Moderate Allocation ETF |
| Issuer | BlackRock, Inc. |
| Asset Class | multi-asset |
| Expense Ratio | 0.00% |
| AUM | $1.80B |
| Inception | 2008-11-04 |
| Index Tracked | S&P Target Risk Moderate |
Frequently Asked Questions
What does AOM track?
AOM (iShares Core 40/60 Moderate Allocation ETF) tracks S&P Target Risk Moderate, a multi-asset benchmark.
What is the expense ratio of AOM?
AOM has an expense ratio of 0.00% per year.
What is the AUM of AOM?
AOM has approximately $1.80B in assets under management.
Does AOM pay a dividend?
AOM distributes income according to its prospectus (Ordinary income tax treatment). Check the dividend history tab for ex-dividend dates and yield.
Who issues AOM?
AOM is issued by BlackRock, Inc. under the iShares brand, launched on 2008-11-04.
Open the interactive AOM dashboard for charts, historical fund flows, holdings breakdown and seasonality patterns.