The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
iShares Core Moderate Allocation ETF AOM
Morningstar’s Analysis AOM
Will AOM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 Total USD Bond Market ETF | 48.57 | 667.8 Mil | — |
iShares Core S&P 500 ETF | 23.83 | 327.6 Mil | — |
iShares Core MSCI Intl Dev Mkts ETF | 12.70 | 174.6 Mil | — |
iShares Core International Aggt Bd ETF | 8.32 | 114.4 Mil | — |
iShares Core MSCI Emerging Markets ETF | 4.32 | 59.4 Mil | — |
iShares Core S&P Mid-Cap ETF | 1.53 | 21.0 Mil | — |
iShares Core S&P Small-Cap ETF | 0.64 | 8.8 Mil | — |
BlackRock Cash Funds Treasury SL Agency | 0.10 | 1.4 Mil | Cash and Equivalents |
USD CASH | −0.01 | −74,407 | Cash and Equivalents |