Ishares Core Moderate Etf Profile
| AOM Etf | USD 44.32 0.18 0.41% |
Performance2 of 100
| Odds Of DistressLess than 9
|
IShares Core is selling at 44.32 as of the 24th of November 2024; that is 0.41 percent increase since the beginning of the trading day. The etf's lowest day price was 44.14. IShares Core has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat weak 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 5th of December 2022 and ending today, the 24th of November 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
IShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Target Risk ETFs, Asset Allocation ETFs, Moderately Conservative Allocation, iShares (View all Sectors) |
| Issuer | iShares |
| Inception Date | 2008-11-04 |
| Benchmark | S&P Target Risk Moderate Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 1.44 Billion |
| Average Trading Valume | 115,039 |
| Asset Type | Multi Asset |
| Category | Asset Allocation |
| Focus | Target Risk |
| Market Concentration | Blended Development |
| Region | Global |
| Administrator | Citibank, N.A. |
| Advisor | BlackRock Fund Advisors |
| Custodian | Citibank, N.A. |
| Distributor | BlackRock Investments, LLC |
| Portfolio Manager | Jennifer Hsui, Greg Savage, Paul Whitehead |
| Transfer Agent | Citibank, N.A. |
| Fiscal Year End | 31-Jul |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 9.0 |
| Market Maker | Virtu Financial |
| Total Expense | 0.21 |
| Management Fee | 0.15 |
| Country Name | USA |
| Returns Y T D | 8.81 |
| Name | iShares Core Moderate Allocation ETF |
| Currency Code | USD |
| Open Figi | BBG000KD5M13 |
| In Threey Volatility | 10.63 |
| 1y Volatility | 8.39 |
| 200 Day M A | 43.1964 |
| 50 Day M A | 44.4722 |
| Code | AOM |
| Updated At | 23rd of November 2024 |
| Currency Name | US 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 1.6%.
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
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| IAGG | iShares Core International | Etf | Global Bond-USD Hedged | |
| IDEV | iShares Core MSCI | Etf | Foreign Large Blend | |
| IEMG | iShares Core MSCI | Etf | Diversified Emerging Mkts |
IShares Core Top Holders
| RMDFX | Aspiriant Defensive Allocation | Mutual Fund | Multistrategy |
iShares Core Moderate Risk Profiles
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.
| Risk Adjusted Performance | 0.0265 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.29) |
IShares Core Against Markets
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 Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
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.