iShares Core Aggressive Allocation ETF (AOA)
72.19
+0.69
(+0.96%)
USD |
NYSEARCA |
May 03, 16:00
72.25
+0.06
(+0.08%)
After-Hours: 20:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.15% | -0.03% | 1.852B | 88411.27 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
2.15% | 5.00% | 104.39M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 80% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Global Allocation |
Category Index | Morningstar Gbl Allocation TR USD |
Global Category Name | Allocation Miscellaneous |
YCharts Categorization | Other |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Asset Allocation |
Fund Owner Firm Name | iShares |
Prospectus Benchmark Index | |
S&P Target Risk Aggressive TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Greg Savage | 15.50 yrs |
Jennifer Hsui | 11.42 yrs |
Paul Whitehead | 2.33 yrs |
Performance Versus Category
As of May 03, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 03, 2024.
Basic Info
Investment Strategy | |
The investment seeks to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 80% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | Allocation |
Broad Category | Allocation |
Category Name | Global Allocation |
Category Index | Morningstar Gbl Allocation TR USD |
Global Category Name | Allocation Miscellaneous |
YCharts Categorization | Other |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Asset Allocation |
Fund Owner Firm Name | iShares |
Prospectus Benchmark Index | |
S&P Target Risk Aggressive TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Greg Savage | 15.50 yrs |
Jennifer Hsui | 11.42 yrs |
Paul Whitehead | 2.33 yrs |