iShares Core Conservative Allocation ETF

AOK

Market cap $641M

Overview Fund Activity

40.08 USD

-0.07

0.17%

At close Updated Sep 17, 4:00 PM EDT

1 day

-0.17%

5 days

0.17%

1 month

1.83%

3 months

4.48%

6 months

6.09%

Year to date

7.63%

1 year

4.29%

5 years

7.05%

10 years

25.45%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

200% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 3 (+2) [Q2]

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

12% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 51

6% more capital invested

Capital invested by funds: $171M [Q1] → $181M (+$10.2M) [Q2]

1% more funds holding

Funds holding: 148 [Q1] → 150 (+2) [Q2]

0.84% more ownership

Funds ownership: 27.05% [Q1] → 27.89% (+0.84%) [Q2]

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Financial journalist opinion

Zacks Investment Research

Should You Invest in Multi-Asset ETFs Now?

Volatile markets revive interest in multi-asset ETFs like AOR, AOA, AOM, AOK and MDIV for balanced growth, income and diversification.

Should You Invest in Multi-Asset ETFs Now?

AOK: With The Yield Curve Shift Lower, This ETF Is Now A Hold (Rating Downgrade)

The iShares Core Conservative Allocation ETF is a balanced fund suitable for conservative investors. AOK has a significant overweight in fixed income, primarily through IUSB and IAGG. The recent decline in intermediate rates has benefited AOK's performance.

AOK: With The Yield Curve Shift Lower, This ETF Is Now A Hold (Rating Downgrade)

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

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: 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.

Zacks Investment Research

An ETF Retirement Portfolio for 2024

Here is a retirement portfolio for the year 2024 that investors can pursue.

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