iShares ESG Aware Moderate Allc ETF (EAOM)
26.12
-0.05
(-0.18%)
USD |
BATS |
Apr 24, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.18% | -0.00% | 5.877M | 971.50 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.78% | 5.00% | 674162.9 | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of the BlackRock ESG Aware Moderate Allocation Index (the “underlying index”). The fund is a fund of funds and seeks to achieve its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes each of which takes into account ESG characteristics. The underlying index is composed of a portfolio of underlying equity and fixed income funds with positive environmental, social, and governance characteristics intended to represent a moderate risk profile. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Moderately Conservative Allocation |
| Category Index | Morningstar Mod Con Tgt Risk TR USD |
| Global Category Name | Cautious Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| BlackRock ESG Aware Mod Alloc USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 3.81 yrs |
| Jennifer Hsui | 3.81 yrs |
| Paul Whitehead | 2.25 yrs |
Performance Versus Category
As of April 24, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 24, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to track the investment results of the BlackRock ESG Aware Moderate Allocation Index (the “underlying index”). The fund is a fund of funds and seeks to achieve its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes each of which takes into account ESG characteristics. The underlying index is composed of a portfolio of underlying equity and fixed income funds with positive environmental, social, and governance characteristics intended to represent a moderate risk profile. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Moderately Conservative Allocation |
| Category Index | Morningstar Mod Con Tgt Risk TR USD |
| Global Category Name | Cautious Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | iShares |
| Prospectus Benchmark Index | |
| BlackRock ESG Aware Mod Alloc USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Greg Savage | 3.81 yrs |
| Jennifer Hsui | 3.81 yrs |
| Paul Whitehead | 2.25 yrs |