Advertisement
Skip to Content
Morningstar

iShares Core Moderate Allocation ETF AOM

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis AOM

Will AOM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AOM’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AOM management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AOM’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A strong management team and sound investment process underpin iShares Core Moderate Allocation ETF's Morningstar Medalist Rating of Gold. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AOM

More AOM Holdings
  • Current Portfolio Date May 24, 2023
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 9
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core Total USD Bond Market ETF

50.82
666,975,459
—

iShares Core S&P 500 ETF

21.38
280,644,504
—

iShares Core MSCI Intl Dev Mkts ETF

12.36
162,241,342
—

iShares Core International Aggt Bd ETF

9.10
119,432,212
—

iShares Core MSCI Emerging Markets ETF

4.26
55,855,816
—

iShares Core S&P Mid-Cap ETF

1.30
17,046,946
—

iShares Core S&P Small-Cap ETF

0.56
7,344,430
—

BlackRock Cash Funds Treasury SL Agency

0.23
3,060,128
Cash and Equivalents

USD CASH

−0.01
−67,053
Cash and Equivalents