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Upturn AI SWOT - About
iShares Core Moderate Allocation ETF (AOM)
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Upturn Advisory Summary
08/14/2025: AOM (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 11.35% | Avg. Invested days 56 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.82 | 52 Weeks Range 41.20 - 45.95 | Updated Date 06/30/2025 |
52 Weeks Range 41.20 - 45.95 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares Core Moderate Allocation ETF
ETF Overview
Overview
The iShares Core Moderate Allocation ETF (AOM) seeks to provide diversified exposure to a portfolio of stocks and bonds, maintaining a moderate risk profile. It aims to provide a balance between capital appreciation and income generation through a mix of underlying iShares ETFs.
Reputation and Reliability
BlackRock, the issuer of iShares ETFs, is one of the world's largest asset managers with a strong reputation for reliability and innovation.
Management Expertise
BlackRock has extensive experience in managing ETFs and employs a team of seasoned investment professionals.
Investment Objective
Goal
The investment goal of AOM is to seek long-term capital appreciation and income.
Investment Approach and Strategy
Strategy: AOM is a fund of funds, meaning it invests in other iShares ETFs to achieve its asset allocation goals.
Composition AOM primarily holds a mix of U.S. stocks, international stocks, and U.S. bonds.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): 2350000000
Competitors
Key Competitors
- Vanguard Balanced ETF (VBAL)
- Schwab Balanced Allocation ETF (SWANX)
- Invesco Balanced-Risk Allocation ETF (PSMB)
Competitive Landscape
The balanced allocation ETF market is competitive, with several providers offering similar products. AOM's strengths lie in BlackRock's brand recognition and the iShares ecosystem. Competitors like VBAL often have lower expense ratios, posing a challenge. Others like PSMB follow a different approach to balancing risk.
Financial Performance
Historical Performance: Data unavailable.
Benchmark Comparison: Data unavailable.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
AOM exhibits good liquidity, as indicated by its generally healthy average trading volume.
Bid-Ask Spread
The bid-ask spread for AOM is typically tight, reflecting good liquidity and efficient trading.
Market Dynamics
Market Environment Factors
AOM's performance is influenced by interest rates, economic growth, and market sentiment. Strong economic growth typically benefits stock holdings, while declining interest rates can boost bond performance.
Growth Trajectory
AOM's growth depends on its ability to attract and retain assets, which is influenced by its performance, expense ratio, and market conditions. The ETF's strategy and holdings remain relatively stable over time.
Moat and Competitive Advantages
Competitive Edge
AOM benefits from BlackRock's extensive ETF ecosystem, allowing for efficient rebalancing and broad diversification. Its low expense ratio compared to actively managed funds offers a cost advantage. The ETF's well-defined moderate allocation strategy appeals to a specific investor segment. Strong brand reputation and wide distribution channels provide additional advantages.
Risk Analysis
Volatility
AOM exhibits moderate volatility due to its balanced allocation between stocks and bonds.
Market Risk
AOM is exposed to market risk, including equity market risk and interest rate risk, which can impact the value of its underlying holdings.
Investor Profile
Ideal Investor Profile
AOM is suited for investors seeking a diversified portfolio with a moderate risk tolerance and a long-term investment horizon. It is appropriate for individuals who want a balanced approach to capital appreciation and income.
Market Risk
AOM is best for long-term investors who prefer a passive, diversified approach to investing.
Summary
The iShares Core Moderate Allocation ETF (AOM) offers a diversified portfolio of stocks and bonds, catering to investors with a moderate risk appetite. Its balanced approach aims to provide both capital appreciation and income generation. Backed by BlackRock's expertise, AOM benefits from low costs and efficient management within a fund-of-funds structure. While AOM faces competition in the balanced allocation market, its strong brand and wide distribution network contribute to its appeal. Its performance is influenced by market conditions and interest rates, making it suitable for long-term, passive investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares
- BlackRock
- SEC Filings
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market share data might be unavailable.
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 Moderate 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 the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
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