Morningstar

iShares Core 80/20 Aggressive Allocation ETF AOA

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

Morningstar’s Analysis AOA

Will AOA outperform in the 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 AOA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AOA 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 AOA’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Core 80/20 Aggressive Allc ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings AOA

More AOA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P 500 ETF

45.78 1B
—

iShares Core MSCI Intl Dev Mkts ETF

22.37 715M
—

iShares Core Universal USD Bond ETF

16.18 517M
—

iShares Core MSCI Emerging Markets ETF

8.85 283M
—

iShares Core International Aggt Bd ETF

2.89 92M
—

iShares Core S&P Mid-Cap ETF

2.57 82M
—

iShares Core S&P Small-Cap ETF

1.26 40M
—

BlackRock Cash Funds Treasury SL Agency

0.09 3M
Cash and Equivalents

CASH COLLATERAL USD SGAFT

0.01 195,000
Cash and Equivalents

E-mini S&P 500 Future Sept 26

0.00 0
—

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