Morningstar

iShares Core 30/70 Conservative Allocation ETF AOK

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

Morningstar’s Analysis AOK

Will AOK 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 AOK’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

iShares Core 30/70 Cnsrv Allc ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well 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 AOK

More AOK 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 Universal USD Bond ETF

57.15 471M
—

iShares Core S&P 500 ETF

18.48 152M
—

iShares Core International Aggt Bd ETF

10.42 86M
—

iShares Core MSCI Intl Dev Mkts ETF

8.85 73M
—

iShares Core MSCI Emerging Markets ETF

3.55 29M
—

iShares Core S&P Mid-Cap ETF

0.98 8M
—

iShares Core S&P Small-Cap ETF

0.48 4M
—

BlackRock Cash Funds Treasury SL Agency

0.15 1M
Cash and Equivalents

USD CASH

−0.06 −458,226
Cash and Equivalents

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