AOR

iShares Core 60/40 Balanced Allocation ETF

$64.71

+0.00%

Market closed. Last update: 12:33 PM ET

📎 Investment Objective

The iShares Core 60/40 Balanced Allocation ETF (AOR) seeks to provide a diversified portfolio with a target asset allocation of 60% equity and 40% fixed income securities.

Overview

ETF tracking iShares Core 60/40 Balanced Allocation ETF

Category Multi-Asset

Issuer BlackRock

Inception Date 2008-11-07

Market Cap $2.8B

Average Volume N/A

Dividend Yield 2.46%

52-Week Range $53.36 - $65.60

VWAP $64.72

Performance

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Investment Summary

📎 Investment Objective

The iShares Core 60/40 Balanced Allocation ETF (AOR) seeks to provide a diversified portfolio with a target asset allocation of 60% equity and 40% fixed income securities.

🎯 Investment Strategy

The fund invests in a mix of iShares equity and fixed income ETFs to achieve its target 60/40 allocation. The equity portion provides exposure to U.S. and international stocks, while the fixed income portion invests in high-quality bonds and other debt instruments.

✨ Key Features

Diversified portfolio with a 60/40 equity/fixed income target allocation
Invests in a broad range of iShares ETFs to gain exposure to multiple asset classes
Designed as a core holding for long-term, balanced investment portfolios
Low expense ratio of 0.00%

⚠️ Primary Risks

Market risk: The value of the fund's holdings may decline due to general market conditions
Interest rate risk: Bond prices may fall as interest rates rise
Equity risk: Stock prices may be volatile and subject to market fluctuations
Diversification risk: The fund's performance is dependent on the performance of its underlying ETF holdings

👤 Best For

The iShares Core 60/40 Balanced Allocation ETF is best suited for long-term investors seeking a diversified, balanced portfolio with exposure to both stocks and bonds. It may be appropriate as a core holding for investors with a moderate risk tolerance and a time horizon of 5 years or more.