AOK stock icon

iShares Core Conservative Allocation ETF
AOK

$37.25
0.63%

Market Cap: 622M

0
Funds holding %
of 6,702 funds
–
Analysts bullish %
–
News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

5% less funds holding

Funds holding: 151 [Q4 2023] → 144 (-7) [Q1 2024]

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

29% less capital invested

Capital invested by funds: $261M [Q4 2023] → $184M (-$76.7M) [Q1 2024]

34% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 58

58.81% less ownership

Funds ownership: 88.55% [Q4 2023] → 29.74% (-58.81%) [Q1 2024]

60% less funds holding in top 10

Funds holding in top 10: 5 [Q4 2023] → 2 (-3) [Q1 2024]

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Research analyst outlook

We haven’t received any recent analyst ratings for AOK.

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Financial journalist opinion

Neutral
Seeking Alpha
1 week ago
AOK: A One-Stop Fund For Conservative Investors
iShares Core Conservative Allocation ETF is a convenient, automatically rebalancing fund that provides exposure to global equity and fixed-income markets. The AOK ETF includes a mix of fixed income and equity funds, with a conservative risk profile and minimal drawdown potential for conservative investors. AOK offers a simple, cost-effective solution for building a diversified core portfolio, but may underperform more growth-focused solutions in the long term due to reduced equity exposure.
AOK: A One-Stop Fund For Conservative Investors
Positive
Seeking Alpha
3 months ago
AOK: Worst May Be Behind
The iShares Core Conservative Allocation ETF (AOK) is a stock-and-bond fund with a large allocation to bonds and a smaller allocation to equity funds. AOK outperformed the S&P 500 in terms of efficient returns through 2021, but things have taken a turn for the worse. AOK struggled in 2022 due to high inflation and rising interest rates, but there are signs that it may recover.
AOK: Worst May Be Behind
Positive
Seeking Alpha
6 months ago
AOK: A Retired Investor's 401k Aggregator
The iShares Core Conservative Allocation ETF is a 70% fixed income, 30% equities fund that seeks to track the performance of a conservative stock-bond allocation strategy. The fund's composition includes fixed income ETFs such as the iShares Core Total USD Bond Market ETF and the iShares Core International Aggregate Bond ETF. Buying fixed income at the current macroeconomic juncture is seen as a viable option, with rate cuts priced in for 2024 and the potential for positive price performance.
AOK: A Retired Investor's 401k Aggregator
Neutral
Zacks Investment Research
6 months ago
An ETF Retirement Portfolio for 2024
Here is a retirement portfolio for the year 2024 that investors can pursue.
An ETF Retirement Portfolio for 2024
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