iShares Core 40/60 Moderate Allocation ETFAOM

ETFBlackRock (iShares)
Type
ETF
Peer group
Allocation
Net assets
$1.7B
Expense ratio
0.15%
1-year return
+10.1%
3 years, a year
+10.7%
5 years, a year
+4.5%
12-month yield
3.08%
Holdings
9

What it aims to do.

The iShares Core 40/60 Moderate Allocation ETF (the Fund ) seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate target risk allocation strategy.

Top 10 holdings.

Holding% of fund
iShares Core Universal USD Bond ETF49.05%
iShares Core S&P 500 ETF23.83%
iShares Core MSCI International Developed Mkt ETF11.56%
iShares Core International Aggregate Bond ETF8.51%
iShares Core MSCI Emerging Markets ETF4.95%
BlackRock Funds III: BlackRock Cash Funds: Institutional; SL Agency Shares2.42%
iShares Core S&P Mid-Cap ETF1.35%
iShares Core S&P Small-Cap ETF0.66%
BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agency Shares0.09%

More on AOM.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.