AOM - iShares Moderate Allocation ETF

Description: The Index is designed to measure the performance of S&P's proprietary moderate target risk allocation model.

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AOM - Profile


Summary Data for AOM

52 Week Lo: $32.34 52 Week Hi: $35.77
AUM: $253.9 M Shares: 7.2 M
Avg. Volume (1 month) 31,295 Avg. Volume (3 month) 34,997
Filings Data as of:

AOM - Holdings

Top Ten Holdings

  1. iShares Core US Aggregate Bond: 27.52%
  2. iShares Core S&P 500: 18.54%
  3. iShares Short Treasury Bond: 15.19%
  4. iShares MSCI EAFE: 13.52%
  5. iShares iBoxx $ High Yield Corporate Bd: 6.30%
  6. iShares Core S&P Small-Cap: 5.46%
  7. iShares MSCI Emerging Markets: 4.69%
  8. iShares TIPS Bond: 3.51%
  9. iShares Core S&P Mid-Cap: 3.51%
  10. iShares Cohen & Steers REIT: 1.60%
%Assets in Top 10: 99.85%
Total Holdings: 11.0

AOM Asset Allocation


Asset Percentage
U.S. Stocks 28.71%
International Stocks 18.16%
U.S. Bonds 29.45%
International Bonds 3.52%
Preferred Stock 0.24%
Convertibles 0.0%
Cash 19.75%
Other 0.17%

AOM Sector Breakdown


Sector Percentage
Financial Services 7.88%
Technology 6.29%
Industrials 5.38%
Consumer Cyclical 5.07%
Health Care 4.89%
Consumer Defensive 4.0%
Energy 3.7%
Real Estate 3.3%
Basic Materials 2.74%
Communication Services 1.81%
Utilities 1.52%

AOM Market Cap Breakdown


Market Cap Percentage
Giant 19.2%
Large 13.49%
Medium 6.9%
Small 4.67%
Micro 1.76%

AOM Region Breakdown


Region Percentage
U.S. 28.71%
Europe 7.5%
Japan 2.75%
Asia (Developed) 1.9%
Asia (Emerging) 1.49%
Australia 1.11%
Latin America 0.79%
Africa 0.36%
Middle East 0.12%
Canada 0.01%
Region Percentage
Developed 43.71%
Emerging 3.02%

AOM Country Breakdown


Country Percentage
United States 58.16%
Netherlands 0.58%
United Kingdom 3.3%
Japan 2.82%
France 1.42%
Switzerland 1.34%
Germany 1.32%
Australia 1.2%
China 0.72%
South Korea 0.71%
Other 28.43%

AOM Bond Sector Breakdown


Bond Sector Percentage
Treasury 0.0%
TIPS 0.0%
U.S. Agency 0.0%
MBS 0.0%
U.S. Corporate 0.0%
Asset-Backed 0.0%
Convertible 0.0%
Muni 0.0%
Foreign Government 0.0%
Foreign Corporate 0.0%
Other 100.0%

AOM Coupon Breakdown


Coupon Range Percentage
0% to 1% 4.55%
1% to 2% 3.91%
2% to 3% 4.53%
3% to 4% 5.66%
4% to 5% 4.29%
5% to 6% 3.55%
6% to 7% 2.7%
7% to 8% 1.91%
8% to 9% 1.14%
9% to 10% 0.51%
Greater Than 10% 0.21%

AOM Credit Quality


Credit Percentage
AAA 60.81%
AA 2.77%
A 6.99%
BBB 8.88%
BB 8.06%
B 7.78%
Below B 2.22%
Not Rated 2.5%

AOM Maturity Breakdown


Maturity Percentage
Less Than 1 Year 0.0%
1-3 Years 5.95%
3-5 Years 5.61%
5-7 Years 4.71%
7-10 Years 5.21%
10-15 Years 1.62%
15-20 Years 1.08%
20-30 Years 7.07%
30+ Years 0.46%
© 2014 Morningstar Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

AOM - Fact Sheet

Fact sheets are issued by the ETF provider and framed by ETFdb.com. Information contained within the fact sheet is not guaranteed to be timely or accurate.

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AOM - Charts

The following charts can be customized to display historical performance in a number of different formats, including line charts, bar charts, and candlesticks. Time periods can be adjusted to increase or decrease the period shown, ranging from five minutes to several months.

The following chart also includes the option to compare the performance of AOM relative to other ETFs and benchmarks or to include indicators such as Bollinger Bands, relative strength, and moving averages.

AOM - Fundamentals

AOM Performance

1 Week Return: -0.93%
2 Week Return: -1.15%
4 Week Return: -0.48%
13 Week Return: 0.10%
26 Week Return: 3.01%
YTD Return: 3.85%
1 Year Return: 8.65%
3 Year Return: 26.96%
5 Year Return: 40.09%

AOM Expenses & Fees

  • Expense Ratio: 0.31%
  • Category: Diversified Portfolio
  • Category Range: 0.29% to 1.70%
  • Category Average: 0.91%

AOM Valuation

P/E Ratio: n/a
Beta: 0.57
20 Day Moving Average: $35.52
60 Day Moving Average: $35.39

AOM Dividend

Annual Dividend Rate: $0.69
Dividend Date: 2014-07-02
Dividend: $0.27
Annual Dividend Yield %: 1.95%

AOM Volatility

5 Day Volatility: 13.58%
20 Day Volatility: 3.72%
50 Day Volatility: 5.08%
200 Day Volatility: 4.31%
Standard Deviation: 0.88%

AOM - Technicals

AOM Technicals

20 Day MA: $35.52
60 Day MA: $35.39
MACD 15 Period: -0.29
MACD 100 Period: 0.04
Williams % Range 10 Day: 92.86
Williams % Range 20 Day: 92.86
RSI 10 Day: 35
RSI 20 Day: 45
RSI 30 Day: 48
Ultimate Oscillator: 43

AOM Bollinger Bands

Lower Bollinger (10 Day): $35.21
Upper Bollinger (10 Day): $35.79
Lower Bollinger (20 Day): $35.29
Upper Bollinger (20 Day): $35.76
Lower Bollinger (30 Day): $34.90
Upper Bollinger (30 Day): $35.86

AOM Support & Resistance

Support Level 1: $35.19
Support Level 2: $35.13
Resistance Level 1: $35.31
Resistance Level 2: $35.37

AOM Stochastic

Stochastic Oscillator %D (1 Day): 46.05
Stochastic Oscillator %D (5 Day): 17.83
Stochastic Oscillator %K (1 Day): 49.67
Stochastic Oscillator %K (5 Day): 24.94

AOM Volatility

5 Day Volatility: 13.58%
20 Day Volatility: 3.72%
50 Day Volatility: 5.08%
200 Day Volatility: 4.31%
Standard Deviation: 0.88%

AOM - ETFdb Realtime Rating & Analyst Report

AOM is a passive ETF that seeks to replicate S&P Target Risk Moderate Index. The Index is designed to measure the performance of S&P's proprietary moderate target risk allocation model.

ETFdb Category Expense Ratio Inception Date Issuer Structure YTD Return *
Diversified Portfolio 0.31 2008-11-04 iShares ETF +3.85%

AOM Realtime Rating: By Metric

Metric Metric Realtime Rating A+ Metric Rated ETF
Liquidity A-
Expenses A
Performance ETFdb Pro Members Only
Volatility ETFdb Pro Members Only
Dividend ETFdb Pro Members Only
Concentration ETFdb Pro Members Only

The first adjacent table gives investors an individual Realtime Rating for AOM on several different metrics, including liquidity, expenses, performance, volatility, dividend, and concentration of holdings. The "A+ Metric Rated ETF" field, available to ETFdb Pro members, shows the ETF in the Diversified Portfolio ETFdb Category with the highest Metric Realtime Rating for each individual field.

AOM Realtime Rating: Overall

ETFdb Rating Type Overall Rating A+ Overall Rated ETF
Realtime Rating (Overall) ETFdb Pro Members Only ETFdb Pro Members Only

The second table shows the overall Realtime Rating for AOM, as well as the A+ Overall Rated ETF in AOM's Category. To view all of this data, sign up for a free 14-day trial for ETFdb Pro. To view information on how the ETFdb Realtime Ratings work, click here.

ETFdb Analyst Report for AOM

This ETF is a one stop shop for investors seeking a moderate strategy that falls between its aggressive (AOA) and conservative (AOK) counterparts. It should be noted, however, that risk tolerance concepts and objectives vary from investor to investor, so using a "one size fits all" approach might...

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