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Upturn AI SWOT - About
iShares Core Conservative Allocation ETF (AOK)
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Upturn Advisory Summary
08/29/2025: 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 12.02% | Avg. Invested days 60 | 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 08/29/2025 |
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) is a fund that seeks to provide investors with a diversified portfolio of stocks and bonds, with a focus on conservative asset allocation. It aims to achieve its investment objective by investing in a mix of other iShares ETFs.
Reputation and Reliability
BlackRock is one of the world's largest asset managers with a strong reputation and a long track record of providing reliable investment products.
Management Expertise
BlackRock has extensive experience in managing ETFs and asset allocation strategies, providing expertise in constructing and managing diversified portfolios.
Investment Objective
Goal
To seek long-term capital appreciation and income by investing in a portfolio of underlying iShares ETFs representing a mix of stocks and bonds with a conservative allocation.
Investment Approach and Strategy
Strategy: The ETF employs a fund-of-funds strategy, investing primarily in other iShares ETFs that provide exposure to various asset classes, including U.S. stocks, international stocks, and U.S. bonds.
Composition The ETF holds a diversified portfolio of iShares ETFs representing stocks and bonds, with a conservative allocation to mitigate risk. Typically, bond holdings are higher than equity holdings.
Market Position
Market Share: AOK's market share in the asset allocation ETF segment is moderate.
Total Net Assets (AUM): 421.44
Competitors
Key Competitors
- Vanguard Conservative Allocation ETF (VCA)
- Schwab Conservative Allocation ETF (SCHW)
Competitive Landscape
The asset allocation ETF market is competitive, with several large players. AOK offers a convenient and diversified approach through its fund-of-funds structure. However, lower-cost options exist, which may be advantageous to some investors.
Financial Performance
Historical Performance: Historical performance can be found on various financial websites but is not included here.
Benchmark Comparison: The ETF's performance is typically compared to a benchmark that represents a blend of stocks and bonds, reflecting its asset allocation strategy.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF's average trading volume suggests adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically reasonable, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and equity market performance all influence the ETF's value due to its underlying asset class exposures.
Growth Trajectory
Growth trends follow the broader market for blended investments, with adjustments possible in asset allocation based on market conditions.
Moat and Competitive Advantages
Competitive Edge
AOK benefits from BlackRock's brand recognition and established ETF management expertise. Its fund-of-funds structure simplifies portfolio diversification. However, the expense ratio, while competitive, can be a disadvantage compared to similar ETFs with lower fees. The ready-made diversification, combined with the iShares brand, appeals to investors seeking simplicity.
Risk Analysis
Volatility
Volatility is moderate, reflecting the conservative asset allocation with a higher allocation to bonds.
Market Risk
Market risk is inherent due to the underlying stock and bond market exposures. Interest rate risk is also present due to bond holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is a risk-averse individual seeking a diversified portfolio with a conservative asset allocation for long-term capital appreciation and income.
Market Risk
This ETF is best suited for long-term investors seeking a passive investment approach with a moderate risk tolerance.
Summary
The iShares Core Conservative Allocation ETF (AOK) provides a diversified portfolio of stocks and bonds through a fund-of-funds approach. It offers a conservative asset allocation suitable for risk-averse investors. BlackRock's management expertise and the ETF's ease of use are advantages. However, investors should consider the expense ratio and benchmark performance relative to competitors before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Website
- BlackRock Website
- Morningstar
- ETFdb.com
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. 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.