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Upturn AI SWOT - About
iShares Core Conservative Allocation ETF (AOK)
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Upturn Advisory Summary
07/03/2025: AOK (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.04% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 35.61 - 39.01 | Updated Date 06/30/2025 |
52 Weeks Range 35.61 - 39.01 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Core Conservative Allocation ETF
ETF Overview
Overview
The iShares Core Conservative Allocation ETF (AOK) seeks to provide investors with a simple, diversified portfolio of stocks and bonds, with a conservative risk profile. The ETF invests in a mix of other iShares ETFs, offering exposure to U.S. equities, international equities, and U.S. bonds.
Reputation and Reliability
BlackRock is a globally recognized and reputable asset manager, known for its iShares ETF lineup, which is one of the largest and most trusted in the world.
Management Expertise
BlackRock has extensive experience in managing a wide range of ETFs, including allocation strategies. Their team possesses deep expertise in portfolio construction, asset allocation, and risk management.
Investment Objective
Goal
To provide long-term capital appreciation and income while maintaining a conservative risk profile.
Investment Approach and Strategy
Strategy: AOK is a fund of funds, meaning it invests in other iShares ETFs to achieve its asset allocation goals. It rebalances periodically to maintain its target allocation.
Composition The ETF primarily holds U.S. stocks, international stocks, and U.S. bonds, with a greater emphasis on bonds to reduce volatility.
Market Position
Market Share: AOK holds a portion of the asset allocation ETF market, but its specific market share fluctuates based on investor flows and performance relative to peers.
Total Net Assets (AUM): 342000000
Competitors
Key Competitors
- Vanguard Conservative Allocation ETF (VCO)
- Schwab Conservative Allocation ETF (SWAN)
Competitive Landscape
The conservative allocation ETF market is competitive, with Vanguard's VCO holding a dominant market share. AOK offers the iShares brand recognition, but faces challenges from Vanguard's low-cost approach and Schwab's value proposition. Advantages of AOK include BlackRock's established ETF platform and diverse iShares offerings. Disadvantages are potentially higher expense ratios compared to Vanguard.
Financial Performance
Historical Performance: Historical performance can be obtained from various financial data providers. Note that past performance is not indicative of future results.
Benchmark Comparison: AOK's performance should be compared to a blended benchmark consisting of a conservative mix of U.S. equities, international equities, and U.S. bonds.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The average trading volume of AOK is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread of AOK is typically tight, reflecting its overall liquidity and demand.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and inflation expectations impact AOK's performance. Changes in equity and bond market valuations directly affect the underlying ETFs held by AOK.
Growth Trajectory
AOK's growth depends on investor demand for conservative asset allocation strategies. Trends may include adjustments to the allocation mix based on market outlook.
Moat and Competitive Advantages
Competitive Edge
AOK's competitive edge lies in BlackRock's brand recognition and the convenience of a single ETF providing diversified exposure. It offers a simplified asset allocation solution for investors seeking a conservative approach. The iShares ecosystem allows for easy integration into existing portfolios. However, lower-cost alternatives exist, which can pressure AOK's market share.
Risk Analysis
Volatility
AOK exhibits lower volatility than pure equity ETFs due to its significant allocation to bonds.
Market Risk
AOK is subject to market risk, including the risk of declines in equity and bond values. Interest rate risk is also relevant due to its bond holdings.
Investor Profile
Ideal Investor Profile
AOK is suitable for risk-averse investors seeking a diversified portfolio with a conservative risk profile, such as retirees or those approaching retirement.
Market Risk
AOK is best for long-term investors seeking a passive, diversified allocation strategy.
Summary
The iShares Core Conservative Allocation ETF (AOK) offers a diversified portfolio of stocks and bonds tailored for risk-averse investors. BlackRock's brand recognition and the convenience of a single-ETF solution are key advantages. The fund provides broad market exposure through other iShares ETFs, simplifying asset allocation. However, investors should compare AOK's expense ratio and performance against similar conservative allocation ETFs from other providers like Vanguard. AOK is a good fit for long-term, passive investors seeking a conservative approach.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- Morningstar
- Bloomberg
- Company Filings
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares Core Conservative Allocation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is a fund of funds and seeks its investment objective by investing primarily in underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 80% of its assets in the component securities of its underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
