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Morningstar

iShares Core Conservative Allocation ETF AOK

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

Morningstar’s Analysis AOK

Will AOK 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 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.

iShares Core Conservative Allocation ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core Total USD Bond Market ETF

59.40 347.2 Mil
—

iShares Core S&P 500 ETF

16.69 97.6 Mil
—

iShares Core International Aggt Bd ETF

10.52 61.5 Mil
—

iShares Core MSCI Intl Dev Mkts ETF

8.60 50.3 Mil
—

iShares Core MSCI Emerging Markets ETF

3.05 17.8 Mil
—

iShares Core S&P Mid-Cap ETF

1.03 6.0 Mil
—

iShares Core S&P Small-Cap ETF

0.45 2.6 Mil
—

USD CASH

0.17 975,984
Cash and Equivalents

BlackRock Cash Funds Treasury SL Agency

0.09 546,453
Cash and Equivalents