Ishares Core Moderate Etf Profile

AOM Etf  USD 43.21  0.14  0.32%   


18 of 100


Odds Of Distress

Less than 9

IShares Core is selling at 43.21 as of the 20th of July 2024; that is 0.32 percent decrease since the beginning of the trading day. The etf's lowest day price was 43.16. IShares Core has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for iShares Core Moderate are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of June 2024 and ending today, the 20th of July 2024. Click here to learn more.
The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. Moderate Allocation is traded on NYSEARCA Exchange in the United States. More on iShares Core Moderate

Moving together with IShares Etf

  0.99HNDL Strategy Shares NasdaqPairCorr
  0.96RPAR RPAR Risk ParityPairCorr
  1.0AOK iShares Core ConservativePairCorr
  0.96RPHS Regents Park HedgedPairCorr

Moving against IShares Etf

  0.39WTMF WisdomTree ManagedPairCorr

IShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationTarget Risk ETFs, Asset Allocation ETFs, Moderately Conservative Allocation, iShares (View all Sectors)
Inception Date2008-11-04
BenchmarkS&P Target Risk Moderate Index
Entity TypeRegulated Investment Company
Asset Under Management1.4 Billion
Average Trading Valume102,862
Asset TypeMulti Asset
CategoryAsset Allocation
FocusTarget Risk
Market ConcentrationBlended Development
AdministratorCitibank, N.A.
AdvisorBlackRock Fund Advisors
CustodianCitibank, N.A.
DistributorBlackRock Investments, LLC
Portfolio ManagerJennifer Hsui, Greg Savage, Paul Whitehead
Transfer AgentCitibank, N.A.
Fiscal Year End31-Jul
ExchangeNYSE Arca, Inc.
Number of Constituents9.0
Market MakerVirtu Financial
Total Expense0.21
Management Fee0.15
Country NameUSA
Returns Y T D5.81
NameiShares Core Moderate Allocation ETF
Currency CodeUSD
Open FigiBBG000KD5M13
In Threey Volatility10.57
1y Volatility9.68
200 Day M A41.3822
50 Day M A42.8972
Updated At19th of July 2024
Currency NameUS Dollar
iShares Core Moderate [AOM] is traded in USA and was established 2008-11-04. The fund is classified under Moderately Conservative Allocation category within iShares family. The entity is thematically classified as Target Risk ETFs. iShares Core Moderate presently have 1.38 B in assets under management (AUM). , while the total return for the last 3 years was 1.1%.
Check IShares Core Probability Of Bankruptcy

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 Moderate 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.

Top iShares Core Moderate Etf Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
BABAAlibaba Group HoldingStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
IAGGiShares Core InternationalEtfGlobal Bond-USD Hedged
IDEViShares Core MSCIEtfForeign Large Blend
IEMGiShares Core MSCIEtfDiversified Emerging Mkts
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IShares Core Top Holders

RMDFXAspiriant Defensive AllocationMutual FundMultistrategy
More Details

iShares Core Moderate 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

Additional Information and Resources on Investing in IShares Etf

When determining whether iShares Core Moderate 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 Moderate. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons.
You can also try the Equity Valuation module to check real value of public entities based on technical and fundamental data.
The market value of iShares Core Moderate 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.