Key stats
About iShares Core Moderate Allocation ETF
Expense ratio
0.15%
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Inception date
Nov 4, 2008
AOM is one of four iShares Core target-risk ETFs. The fund is a fund-of-funds that invests exclusively in a global portfolio of iShares ETFs with 40% allocation to equity and 60% allocation to fixed income. The index uses a proprietary allocation model that aims to represent a moderate target-risk allocation strategy. The underlying ETFs are vanilla in nature, meaning market-cap-weighted for equity and market-value-weighted for fixed income, with the emphasis on top-line allocation and not individual security selection. The index aims to have greater exposure to fixed income, while also providing opportunity for capital growth through equities. The index is rebalanced semi-annually starting October.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF98.71%
Mutual fund1.29%
Cash0.01%
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