AOM : iShares Core Moderate Allocation ETF

AOM is a Allocation Market All-In-One with LOW fees.

AOM

iShares Core Moderate Allocation ETF

FI Score

74 /100

Diversification Rating

7 /10

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

74% FI Score
  • aom
  • ETF
  • Allocation
  • All-In-One

iShares Core Moderate Allocation ETF

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to track the investment results of the S&P Target Risk Moderate Index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate 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 90% 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.

Largest Holdings

Amount Holding
0.90% Microsoft Corp
0.83% Apple Inc
0.57% Amazon.com Inc
0.57% United States Treasury Notes 2.5%
0.40% Gnma2 30yr 2017 Production
0.40% United States Treasury Notes 2%
0.34% Facebook Inc A
0.33% United States Treasury Notes 2.25%
0.31% Fnma Pass-Thru I 3%
0.29% Berkshire Hathaway Inc B

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