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- Upturn Summary
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Upturn AI Summary
iShares Core Growth Allocation ETF(AOR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AOR
10/28/2026: AOR (2-star) is currently NOT-A-BUY. Pass it for now.
The iShares Core Growth Allocation ETF (AOR) provides a comprehensive, globally diversified portfolio of stocks and bonds designed for long-term capital growth with moderate income. By holding a basket of iShares ETFs, it offers an efficient, low-cost way for retail investors to maintain a balanced allocation without the need for manual rebalancing. Its primary strengths are its simplicity, broad exposure, and low expense ratio, backed by BlackRock’s institutional-grade management. While it mitigates individual security risk through broad diversification, investors must remain aware of systemic market risks and interest rate fluctuations that affect its underlying assets. It is most suitable for long-term investors seeking a core foundation for their portfolio while monitoring macro-economic indicators.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | AOR provides balanced equity exposure suitable for long-term growth objectives. |
| Momentum investor | Weak fit | As a diversified, long-term asset allocation fund, it is not designed to capture short-term market momentum. |
| Value investor | Mixed fit | The fund includes broad market exposure, providing some value characteristics alongside growth. |
| Dividend/Income investor | Mixed fit | While it provides consistent income from the bond component, it is not optimized specifically for high-dividend yield. |
| Low-risk investor | Mixed fit | The 60/40 mix offers moderate volatility, which may be higher than purely conservative fixed-income portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a long-term individual who wants a diversified, low-cost, globally exposed portfolio without the complexity of manual rebalancing.
Suitability
AOR is best suited for long-term passive investors seeking a 'core' portfolio holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The equity portion subjects the portfolio to market price fluctuations. |
| Market risk | Medium / high | Broad exposure to global markets means the fund is sensitive to systematic economic and geopolitical events. |
| Concentration | Low | The fund is highly diversified across thousands of securities, minimizing individual asset risk. |
| Tracking/expense | Low | The low expense ratio and efficient structure result in minimal tracking error. |
| Liquidity | Low | High liquidity ensures that investors can trade at prices closely tracking the underlying Net Asset Value. |
| Business/sector quality | Low | The fund's broad nature avoids reliance on the performance of any single industry or sector. |
Risk Analysis
Volatility
AOR exhibits moderate volatility compared to pure equity funds, as its bond allocation provides a stabilizing effect during market stress.
Market Risk
The fund faces systemic risk from both equity and fixed-income markets, meaning it is not immune to broad market downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Large-Cap and International Equities | 60 | This portion of the portfolio provides exposure to global stock market growth and capital appreciation potential. |
| Fixed-income type | US and International Investment-Grade Bonds | 40 | This component acts as a defensive buffer, providing income and helping to reduce overall portfolio volatility. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 26.26% | Avg. Invested days 82 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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