Key stats
About iShares Core 40/60 Moderate Allocation ETF
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Inception date
Nov 4, 2008
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
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. Prior to February 19, 2025, the fund was named iShares Core Moderate Allocation ETF.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.75%
Mutual fund0.25%
Cash−0.00%
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