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iShares Core Aggressive Allocation ETF AOA

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

Morningstar’s Analysis AOA

Will AOA 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 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.

Decreased confidence in iShares Core Aggressive Allocation ETF's prospects relative to its Morningstar Category peers results in a downgrade in this strategy's Morningstar Medalist Rating to Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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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

44.74 828.7 Mil
—

iShares Core MSCI Intl Dev Mkts ETF

23.07 427.4 Mil
—

iShares Core Total USD Bond Market ETF

16.85 312.1 Mil
—

iShares Core MSCI Emerging Markets ETF

8.27 153.2 Mil
—

iShares Core International Aggt Bd ETF

2.97 54.9 Mil
—

iShares Core S&P Mid-Cap ETF

2.77 51.2 Mil
—

iShares Core S&P Small-Cap ETF

1.20 22.3 Mil
—

BlackRock Cash Funds Treasury SL Agency

0.08 1.4 Mil
Cash and Equivalents

USD CASH

0.05 894,108
Cash and Equivalents

CASH COLLATERAL USD SGAFT

0.01 105,000
Cash and Equivalents