AOK ETF Analysis: Core Conservative Allocation | NYSE
Conservative Allocation | NYSE, USA | Market Cap: 851m USD | 12M Return: 3.7% | US4642898831 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 15.1M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 11.9 years of data, until 10/2026
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, ≥40 worth a closer look and ≥60 is strong.
The iShares Core Conservative Allocation ETF (AOK) operates as a fund of funds, meaning it invests primarily in other underlying funds rather than holding individual securities directly. Each of those underlying funds tracks its own respective index. The fund commits at least 80% of its assets to the component securities of its benchmark index.
The benchmark index is constructed using a proprietary allocation model developed by S&P Dow Jones Indices LLC. This allocation model is characteristic of conservative allocation ETFs, which typically blend equities with a heavier weighting toward fixed income to pursue a lower-risk return profile. As a small-cap ETF launched in November 2008, AOK is structured for investors seeking diversified, multi-asset exposure through a single fund-of-funds wrapper.
- Fed rate cuts lift bond ETF NAV
- Equity selloff drives flight to conservative allocations
- Rising Treasury yields pressure fixed income holdings
As of November 13, 2026, the stock is trading at USD 40.57 with a total of 202,520 shares traded. Over the past week, the price has changed by -0.56%, over one month by +0.47%, over three months by -1.11% and over the past year by +3.68%.
Current recommended Stop Loss: 40.00 (which is 1.4% or 2.5 ATR below the current price).
Core Conservative Allocation has no consensus analysts rating.