iShares Core 60/40 Balanced Allocation ETFiShares Core 60/40 Balanced Allocation ETFiShares Core 60/40 Balanced Allocation ETF

iShares Core 60/40 Balanced Allocation ETF

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Key stats


Assets under management (AUM)
‪2.35 B‬USD
Fund flows (1Y)
‪189.00 M‬USD
Dividend yield (indicated)
2.63%
Discount/Premium to NAV
0.1%
Shares outstanding
‪39.85 M‬
Expense ratio
0.15%

About iShares Core 60/40 Balanced Allocation ETF


Brand
iShares
Home page
Inception date
Nov 4, 2008
Structure
Open-Ended Fund
Index tracked
S&P Target Risk Balanced Index
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
AOR is one of four iShares Core target-risk ETFs. The fund is a fund-of-funds that attempts to provide exposure to a global portfolio of iShares ETFs, with a 60% allocation to equity and a 40% allocation to fixed income. The underlying index uses a proprietary allocation model that aims to represent a growth allocation target-risk strategy. The fund invests exclusively in iShares ETFs as it seeks exposure to a variety of fixed income and equity funds. The underlying indexs exposure to fixed income intends to produce a current income stream and avoid excessive volatility of returns while the equities included seek to protect long-term purchasing power. The index is rebalanced semi-annually in April and October. Prior to February 19, 2025, the fund and index names were iShares Core Growth Allocation ETF and S&P Target Risk Growth Index.

Classification


Asset Class
Asset allocation
Category
Asset allocation
Focus
Target outcome
Niche
Income & capital appreciation
Strategy
Fixed asset allocation
Geography
Global
Weighting scheme
Fixed
Selection criteria
Fixed
What's in the fund
Exposure type
Bonds, Cash & Other
ETF
Bonds, Cash & Other100.00%
ETF99.81%
Mutual fund0.19%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Broaden your horizons with more funds linked to AOR via country, focus, and more.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
AOR trades at 58.75 USD today, its price has fallen −0.27% in the past 24 hours. Track more dynamics on AOR price chart.
AOR net asset value is 58.98 today — it's risen 5.45% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
AOR assets under management is ‪2.35 B‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
AOR price has risen by 3.66% over the last month, and its yearly performance shows a 4.87% increase. See more dynamics on AOR price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 5.45% over the last month, showed a 0.56% increase in three-month performance and has increased by 8.15% in a year.
AOR fund flows account for ‪189.00 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
AOR invests in funds. See more details in our Analysis section.
AOR expense ratio is 0.15%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, AOR isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, AOR technical analysis shows the buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating AOR shows the strong buy signal. See more of AOR technicals for a more comprehensive analysis.
Yes, AOR pays dividends to its holders with the dividend yield of 2.63%.
AOR trades at a premium (0.11%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
AOR shares are issued by BlackRock, Inc.
AOR follows the S&P Target Risk Balanced Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Nov 4, 2008.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.