(AOM) Core Moderate Allocation - NYSE

ETF Category: Global Moderately Conservative Allocation | Exchange: NYSE (USA) | Market Cap: 1.753m USD | Total Return: 11.2% in 12m

Equity Funds, Bond Funds, Asset Allocation, Index Tracking
Total Rating 51
Safety 55
Buy Signal -0.08
Global Moderately Conservative Allocation
Category Rotation: -5.4
TER: 0.15%
AUM: 1.75B
Avg Turnover: 7.46M
Risk 3d forecast
Volatility7.76%
VaR 5th Pctl1.44%
VaR vs Median2.98%
Reward TTM
Sharpe Ratio1.05
Rel. Str. IBD39.9
Rel. Str. Peer Group-
Character TTM
Beta0.421
Beta Downside0.387
Hurst Exponent0.465
Drawdowns 3y
Max DD6.85%
CAGR/Max DD1.53
CAGR/Mean DD9.27

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality

Coming soon
Description: AOM Core Moderate Allocation

The iShares Core Moderate Allocation ETF (AOM) operates as a fund of funds, meaning it does not hold individual securities directly but instead invests in other underlying funds that each track their own respective indexes. The fund commits at least 80% of its assets to the component securities of its underlying index, which is built on a proprietary allocation model developed by S&P Dow Jones Indices LLC.

As part of the broader iShares family operated by BlackRock, AOM falls within the Global Moderately Conservative Allocation category, designed for investors seeking a balanced mix of equity and fixed-income exposure. The use of a proprietary S&P Dow Jones Indices allocation model reflects a rules-based, systematic approach to determining the funds target asset mix rather than relying on discretionary manager judgment.

Headlines to Watch Out For
  • Moderate allocation ETFs see inflows as volatility persists
  • Fed rate path pressures fixed income component returns
  • Competition from low-cost target date funds intensifies
What is the price of AOM shares?

As of June 29, 2026, the stock is trading at USD 49.61 with a total of 325,379 shares traded. Over the past week, the price has changed by -0.72%, over one month by -0.42%, over three months by +6.88% and over the past year by +11.20%.

Current recommended Stop Loss: 49.10 (which is 1% or 1.5 ATR below the current price).

Is AOM a buy, sell or hold?

Core Moderate Allocation has no consensus analysts rating.