EAOR

iShares ESG Aware 60/40 Balanced Allocation ETF

$35.19

+0.00%

Market closed. Last update: 12:31 PM ET

📎 Investment Objective

The iShares ESG Aware 60/40 Balanced Allocation ETF (EAOR) seeks to provide a diversified portfolio with a balance of growth and income, while incorporating environmental, social, and governance (ESG) considerations.

Overview

ETF tracking iShares ESG Aware 60/40 Balanced Allocation ETF

Category Multi-Asset

Issuer BlackRock

Inception Date 2020-06-18

Market Cap $24.6M

Average Volume N/A

Dividend Yield 2.31%

52-Week Range $28.94 - $35.70

VWAP $35.20

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

EAOR invests in a mix of equity and fixed income ETFs, targeting a 60% allocation to equities and 40% to fixed income. The fund selects underlying ETFs based on their ESG ratings and performance, aiming to provide market-like returns with lower risk than a pure equity portfolio.

✨ Key Features

Balanced 60/40 asset allocation between stocks and bonds
Incorporates ESG factors in the selection of underlying ETFs
Seeks to provide growth potential with income generation
Diversified exposure across multiple asset classes and sectors

⚠️ 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
ESG risk: The fund's ESG focus may result in it underperforming funds that do not use ESG criteria
Diversification risk: The fund's diversification may not protect against all market downturns

👤 Best For

EAOR may be suitable for investors seeking a balanced, diversified portfolio with a focus on ESG factors. It may be appropriate for investors with a moderate risk tolerance who are looking for a long-term investment solution that combines growth potential and income generation.