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Upturn AI SWOT - About
iShares Core Moderate Allocation ETF (AOM)
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Upturn Advisory Summary
10/10/2025: 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 13.2% | Avg. Invested days 62 | 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 10/10/2025 |
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 mix of stocks and bonds, targeting a moderate risk profile by allocating approximately 60% to bonds and 40% to stocks. This ETF offers a simple solution for investors seeking a balanced, low-cost, and diversified investment strategy.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation for providing reliable and well-managed ETFs.
Management Expertise
BlackRock has extensive experience and expertise in managing diverse investment strategies, including asset allocation and index tracking.
Investment Objective
Goal
To seek long-term capital appreciation and income by investing in a mix of stocks and bonds.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index directly but provides diversified exposure to U.S. stocks and bonds by investing in other iShares ETFs.
Composition The ETF primarily holds other iShares ETFs representing U.S. stocks and bonds, including total stock market, bond, and international equity exposures.
Market Position
Market Share: Data not readily available for specific market share in asset allocation ETFs.
Total Net Assets (AUM): 2077000000
Competitors
Key Competitors
- Vanguard Balanced ETF (VBIAX)
- Schwab Balanced Fund (SWOBX)
- Vanguard LifeStrategy Moderate Growth Fund (VSMGX)
Competitive Landscape
The competitive landscape is filled with similar allocation ETFs and mutual funds. AOM's advantage is its low expense ratio and BlackRock's brand. Disadvantages may include relatively lower yields compared to funds with higher equity allocations or active management.
Financial Performance
Historical Performance: Historical performance data not readily available for direct inclusion as a numerical array. Refer to financial data sources for specific annual returns.
Benchmark Comparison: The ETF's performance is typically benchmarked against a composite of stock and bond indexes, reflecting its target allocation.
Expense Ratio: 0.15
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, with an average daily trading volume that facilitates relatively easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, inflation, and GDP growth significantly influence the performance of both stock and bond holdings within AOM.
Growth Trajectory
AOM's growth trajectory is tied to broader market performance, with adjustments to allocations possible based on market outlook and investor demand.
Moat and Competitive Advantages
Competitive Edge
AOM benefits from BlackRock's brand recognition and extensive ETF platform. Its low expense ratio makes it an attractive option for cost-conscious investors. The ETF's simplicity and diversified exposure offer a convenient solution for building a balanced portfolio. It's particularly suited for investors seeking a hands-off approach to asset allocation. The ability to automatically rebalance based on target allocations helps maintain the desired risk profile.
Risk Analysis
Volatility
AOM exhibits moderate volatility due to its balanced allocation between stocks and bonds.
Market Risk
The ETF is subject to market risk, including fluctuations in stock and bond prices due to economic conditions, interest rate changes, and geopolitical events.
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term investor seeking a balanced portfolio with moderate risk and return objectives.
Market Risk
AOM is suitable for long-term investors and passive index followers seeking a diversified, low-cost investment solution.
Summary
The iShares Core Moderate Allocation ETF (AOM) offers a cost-effective and diversified approach to asset allocation. Its balanced portfolio of stocks and bonds makes it suitable for investors with a moderate risk tolerance. Backed by BlackRock's expertise, the ETF provides a convenient way to achieve long-term financial goals. Investors benefit from automatic rebalancing, which helps maintain the desired asset allocation mix. AOM serves as a core holding for building a well-rounded investment portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- iShares Official Website
- BlackRock Official Website
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data may be estimated or based on available information and may not reflect precise figures.
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.
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.