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% 1.812B 87962.53
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.17% 5.00% 113.61M 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 15.42 yrs
Jennifer Hsui 11.34 yrs
Paul Whitehead 2.25 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 25, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
20.04%
-7.87%
22.60%
12.81%
15.41%
-16.23%
18.27%
2.95%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.30%
32.72%
-15.86%
43.62%
10.16%
33.05%
-27.58%
21.98%
4.10%
11.63%
-3.89%
15.58%
10.02%
6.93%
-14.54%
12.40%
0.31%
15.80%
-5.83%
18.91%
11.41%
11.18%
-15.65%
15.75%
1.57%
33.58%
-19.16%
50.97%
6.45%
37.14%
-29.94%
21.55%
3.66%
As of April 25, 2024.

Asset Allocation

As of April 12, 2024.
Type % Net % Long % Short
Cash 1.05% Upgrade Upgrade
Stock 81.57% Upgrade Upgrade
Bond 17.37% Upgrade Upgrade
Convertible 0.01% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade 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 15.42 yrs
Jennifer Hsui 11.34 yrs
Paul Whitehead 2.25 yrs

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