Ishares Core Aggregate Etf Profile

AGG Etf  USD 95.96  0.18  0.19%   

Performance

0 of 100

 
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Odds Of Distress

Less than 9

 
High
 
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Low
IShares Core is trading at 95.96 as of the 16th of April 2024. This is a 0.19 percent increase since the beginning of the trading day. The etf's lowest day price was 95.96. IShares Core has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for iShares Core Aggregate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of October 2023 and ending today, the 16th of April 2024. Click here to learn more.
The index measures the performance of the total U.S. investment-grade bond market. US Aggregate is traded on NYSEARCA Exchange in the United States. More on iShares Core Aggregate

Moving together with IShares Etf

  0.81BND Vanguard Total BondPairCorr
  0.99BIV Vanguard IntermediatePairCorr
  1.0SPAB SPDR Portfolio AggregatePairCorr
  1.0EAGG iShares ESG AggregatePairCorr
  1.0FLCB Franklin Templeton ETFPairCorr
  0.99UITB VictoryShares USAA CorePairCorr

Moving against IShares Etf

  0.46FNGO MicroSectors FANG Index Downward RallyPairCorr
  0.45FNGU MicroSectors FANG IndexPairCorr

IShares Etf Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. IShares Core's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding IShares Core or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Thematic Ideas
(View all Themes)
Old Names[African Gold Group Inc, PERPETUAL ENERGY (AGG.SG), PERPETUAL EGY - Frankfurt Stock Exchang, AngloGold Ashanti Ltd DRC]
Business ConcentrationAustralia All Ordinaries, VN All Shares, VN Index, Broad Debt ETFs, Investment Grade ETFs, Intermediate Core Bond, iShares (View all Sectors)
IssueriShares
Inception Date2003-09-22
BenchmarkBloomberg US Aggregate Bond Index
Entity TypeRegulated Investment Company
Asset Under Management104.51 Billion
Average Trading Valume8.99 Million
Asset TypeFixed Income
CategoryBroad Debt
FocusInvestment Grade
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorBlackRock Fund Advisors
CustodianState Street Bank and Trust Company
DistributorBlackRock Investments, LLC
Portfolio ManagerJames Mauro, Scott Radell
Transfer AgentState Street Bank and Trust Company
Fiscal Year End30-Apr
ExchangeNYSE Arca, Inc.
Number of Constituents11,665
Market MakerJane Street
Total Expense0.04
Management Fee0.03
Country NameUSA
Returns Y T D(2.45)
NameiShares Core U.S. Aggregate Bond ETF
Currency CodeUSD
Open FigiBBG000Q123R0
In Threey Volatility7.22
1y Volatility7.2
200 Day M A96.4634
50 Day M A97.3822
CodeAGG
Updated At15th of April 2024
Currency NameUS Dollar
iShares Core Aggregate [AGG] is traded in USA and was established 2003-09-22. The fund is classified under Intermediate Core Bond category within iShares family. The entity is thematically classified as Broad Debt ETFs. iShares Core Aggregate presently have 77.93 B in assets under management (AUM). , while the total return for the last 3 years was -3.1%.
Check IShares Core Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Core Aggregate Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

iShares Core Aggregate Currency Exposure

iShares Core Aggregate holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of IShares Core will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in iShares Core Aggregate.

IShares Core Target Price Odds Analysis

In reference to a normal probability distribution, the odds of IShares Core jumping above the current price in 90 days from now is about 98.0%. The iShares Core Aggregate probability density function shows the probability of IShares Core etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon IShares Core has a beta of 0.0572. This suggests as returns on the market go up, IShares Core average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding iShares Core Aggregate will be expected to be much smaller as well. Additionally, iShares Core Aggregate has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
  Odds Below 95.96HorizonTargetOdds Above 95.96
2.06%90 days
 95.96 
97.72%
Based on a normal probability distribution, the odds of IShares Core to move above the current price in 90 days from now is about 98.0 (This iShares Core Aggregate probability density function shows the probability of IShares Etf to fall within a particular range of prices over 90 days) .

IShares Core Top Holders

USBSXCornerstone Moderate FundMutual FundAllocation--50% to 70% Equity
LPVAXBlackrock Lifepath DynamicMutual FundTarget-Date 2055
LPJIXBlackrock Lifepath DynamicMutual FundTarget-Date 2035
LPVIXBlackrock Lifepath DynamicMutual FundTarget-Date 2055
IRSNXVoya Target RetirementMutual FundTarget-Date 2035
TDOTXCleartrack 2025 ClassMutual FundTarget-Date 2025
LPREXBlackrock Lifepath DynamicMutual FundTarget-Date 2040
More Details

iShares Core Aggregate Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares Core market risk premium is the additional return an investor will receive from holding IShares Core long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares Core's alpha and beta are two of the key measurements used to evaluate IShares Core's performance over the market, the standard measures of volatility play an important role as well.

IShares Core Against Markets

Picking the right benchmark for IShares Core etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in IShares Core etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for IShares Core is critical whether you are bullish or bearish towards iShares Core Aggregate at a given time. Please also check how IShares Core's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in IShares Core without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IShares Etf?

Before investing in IShares Core, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in IShares Core. To buy IShares Core etf, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of IShares Core. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase IShares Core etf. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located iShares Core Aggregate etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased iShares Core Aggregate etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as iShares Core Aggregate, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy IShares Etf please use our How to Invest in IShares Core guide.

Already Invested in iShares Core Aggregate?

The danger of trading iShares Core Aggregate is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of IShares Core is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than IShares Core. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile iShares Core Aggregate is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether iShares Core Aggregate is a strong investment it is important to analyze IShares Core's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares Core's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in iShares Core Aggregate. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in price.
Note that the iShares Core Aggregate information on this page should be used as a complementary analysis to other IShares Core's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
The market value of iShares Core Aggregate is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Core's market value can be influenced by many factors that don't directly affect IShares Core's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.