iShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETFiShares Core Aggressive Allocation ETF

iShares Core Aggressive Allocation ETF

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Key stats


Assets under management (AUM)
‪2.18 B‬USD
Fund flows (1Y)
‪97.58 M‬USD
Dividend yield (indicated)
2.26%
Discount/Premium to NAV
−0.001%

About iShares Core Aggressive Allocation ETF


Issuer
Blackrock Finance, Inc.
Brand
iShares
Expense ratio
0.15%
Home page
Inception date
Nov 4, 2008
Index tracked
S&P Target Risk Aggressive
Management style
Passive
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.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target risk
Niche
Aggressive
Strategy
Fixed asset allocation
Weighting scheme
Fixed
Selection criteria
Fixed
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF98.91%
Mutual fund1.07%
Cash0.02%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
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Neutral
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Neutral
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Neutral
SellBuy
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Moving Averages
Neutral
SellBuy
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Moving Averages
Neutral
SellBuy
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Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.