AOM stock icon

iShares Core Moderate Allocation ETF
AOM

44.31 USD
-0.06
0.14%
Updated Oct 22, 10:26 AM EDT
1 day
-0.14%
5 days
-0.69%
1 month
-1.29%
3 months
2.19%
6 months
7.16%
Year to date
7.37%
1 year
16.57%
5 years
13.01%
0
Funds holding %
of 6,740 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

1% more funds holding

Funds holding: 228 [Q1] → 231 (+3) [Q2]

2% more capital invested

Capital invested by funds: $436M [Q1] → $443M (+$7.07M) [Q2]

0.61% more ownership

Funds ownership: 31.36% [Q1] → 31.98% (+0.61%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q1] → 3 (+0) [Q2]

9% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 94

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Research analyst outlook

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

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Financial journalist opinion

Neutral
InvestorPlace
2 months ago
Asset Allocation Alert: 3 ETFs to Get You to a 40/60 Portfolio
Pimco Chief Investment Officer ( CIO ) Dan Ivascyn Recently told Morningstar.com's Sarah Hansen that investors should think about adding more bonds to their investment portfolio. One way to do that is through the use of asset allocation ETFs.
Asset Allocation Alert: 3 ETFs to Get You to a 40/60 Portfolio
Positive
Seeking Alpha
8 months ago
AOM Vs. Other Tactical ETFs: An Actively Managed Fund Stands Out
iShares Core Moderate Allocation ETF is a fund of funds with a 40/60 allocation model in global equity and bond indexes. Its exposure to foreign securities is about 25%, which implies some currency risk. In a comparison with a few multi-asset tactical ETFs, the best performer is an actively managed fund holding U.S. stocks and bond futures.
AOM Vs. Other Tactical ETFs: An Actively Managed Fund Stands Out
Positive
Zacks Investment Research
9 months ago
How to Trade With ETFs & Win in a Record-High Market?
The U.S. market is in great shape as 2023 comes to a close, thanks mainly to a less-hawkish Fed, an Artificial Intelligence (AI) boom and dissipating global growth worries. This is how you can navigate the record high market.
How to Trade With ETFs & Win in a Record-High Market?
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