iShares Core 40/60 Moderate 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.
iShares Core 40/60 Moderate Allocation ETF AOM
Morningstar’s Analysis AOM
Will AOM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- 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 | 49.94 | 876M | — |
iShares Core S&P 500 ETF | 23.17 | 407M | — |
iShares Core MSCI Intl Dev Mkts ETF | 11.44 | 201M | — |
iShares Core International Aggt Bd ETF | 8.94 | 157M | — |
iShares Core MSCI Emerging Markets ETF | 4.49 | 79M | — |
iShares Core S&P Mid-Cap ETF | 1.29 | 23M | — |
iShares Core S&P Small-Cap ETF | 0.62 | 11M | — |
BlackRock Cash Funds Treasury SL Agency | 0.10 | 2M | Cash and Equivalents |
USD CASH | −0.00 | −37,008 | Cash and Equivalents |
United States