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Upturn AI SWOT - About
iShares Core Conservative Allocation ETF (AOK)
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Upturn Advisory Summary
10/15/2025: 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 14.61% | Avg. Invested days 64 | 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 10/15/2025 |
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 allocation with a conservative risk profile. It invests in a mix of iShares ETFs representing different asset classes, primarily focusing on bonds and large-cap US equities.
Reputation and Reliability
BlackRock is one of the largest and most reputable asset managers globally, known for its extensive ETF lineup and strong track record.
Management Expertise
BlackRock has a highly experienced management team with significant expertise in portfolio management, asset allocation, and ETF operations.
Investment Objective
Goal
To provide long-term capital appreciation and income with a conservative level of risk.
Investment Approach and Strategy
Strategy: The ETF employs a 'fund of funds' strategy, investing in other iShares ETFs to achieve its target asset allocation.
Composition The ETF primarily holds bonds (typically a higher allocation) and US equities, with smaller allocations to international equities and real estate.
Market Position
Market Share: AOK holds a significant portion of the asset allocation ETF market, but its exact market share fluctuates.
Total Net Assets (AUM): 402830000
Competitors
Key Competitors
- Vanguard Conservative Allocation ETF (VCON)
- Schwab Conservative Allocation ETF (SCHW)
Competitive Landscape
The competitive landscape is dominated by Vanguard and Schwab, both offering low-cost, diversified allocation ETFs. AOK competes based on BlackRock's brand recognition and potentially slight variations in asset allocation strategy. VCON may have lower expenses and SCHW is well placed for investors in the Schwab ecosystem. AOK provides investors looking for a conservative approach.
Financial Performance
Historical Performance: Historical performance varies based on market conditions and asset allocation. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should be compared to a custom benchmark representing its target asset allocation (e.g., a blend of bond and equity indices).
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The ETF's average trading volume indicates good liquidity, enabling investors to buy and sell shares efficiently.
Bid-Ask Spread
The ETF's bid-ask spread demonstrates low trading costs, reflecting the ETF's overall liquidity and demand.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and equity market performance all affect the ETF's underlying holdings and overall performance.
Growth Trajectory
The growth trajectory of AOK is tied to the overall demand for conservative investment strategies and the performance of its underlying asset classes. Adjustments to the asset allocation could impact future performance.
Moat and Competitive Advantages
Competitive Edge
AOK benefits from BlackRock's strong brand recognition and extensive distribution network. Its fund-of-funds structure offers diversification with a single investment. The ETF's conservative asset allocation caters to risk-averse investors. BlackRock's expertise in portfolio management contributes to the ETF's overall quality. However, it's worth noting that similar conservative ETFs are available from other companies.
Risk Analysis
Volatility
The ETF exhibits lower volatility compared to pure equity ETFs due to its higher allocation to bonds.
Market Risk
The ETF is subject to market risk associated with its underlying assets, including interest rate risk (bonds) and equity market risk (stocks).
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking long-term capital appreciation and income with a conservative investment approach.
Market Risk
The ETF is best suited for long-term investors who prioritize capital preservation and income over aggressive growth.
Summary
The iShares Core Conservative Allocation ETF (AOK) offers a diversified portfolio with a conservative risk profile through its fund-of-funds structure. It primarily invests in bonds and large-cap US equities via iShares ETFs. BlackRock's reputation and experience enhance its appeal to risk-averse investors. However, competing ETFs may offer lower expense ratios and comparable performance, demanding investor to compare carefully. Overall, AOK serves as a core holding for those seeking a balance between capital preservation and moderate growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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.