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- Upturn Summary
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Upturn AI Summary
iShares Core Moderate Allocation ETF(AOM)
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 AOM
10/23/2026: AOM (2-star) is currently NOT-A-BUY. Pass it for now.
AOM provides a convenient, diversified exposure to global equity and fixed-income markets by investing in a basket of iShares ETFs, maintaining a target 40/60 asset mix. Its primary strengths include professional asset allocation, high liquidity, and cost-efficiency through the massive iShares platform. It serves as a core, long-term holding for investors prioritizing moderate growth and income over pure capital appreciation. The fund's most significant risks involve interest rate sensitivity and potential losses during market-wide downturns. It is best suited for investors with a moderate risk tolerance looking for a low-maintenance, balanced portfolio solution.
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 | Weak fit | The portfolio's moderate asset mix is intentionally designed for stability rather than aggressive long-term capital appreciation. |
| Momentum investor | Weak fit | AOM's static, diversified strategy is not designed to capture short-term market momentum. |
| Value investor | Mixed fit | While it holds a broad index of assets, the fund is meant for allocation rather than active value-based security selection. |
| Dividend/Income investor | Strong fit | The significant bond allocation provides consistent income that appeals to those prioritizing yield alongside moderate growth. |
| Low-risk investor | Strong fit | The 60% bond tilt significantly buffers the portfolio against the volatility inherent in pure-equity investments. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a 'set-and-forget' portfolio with a moderate risk appetite who values simplicity and diversification.
Suitability
AOM is best suited for long-term passive investors, including retirees or those near retirement, rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The balanced mix of stocks and bonds is designed to moderate the extreme swings found in pure equity portfolios. |
| Market risk | Medium | The fund remains exposed to broad declines in both global stock and bond markets. |
| Concentration | Low | The fund is highly diversified across thousands of global securities through its underlying ETF holdings. |
| Tracking/expense | Low | The passive management style ensures tracking error remains minimal and expenses are kept low. |
| Liquidity | Low | The ETF is highly liquid, allowing for easy entry and exit without significant price impact. |
| Business/sector quality | Low | Exposure is broad-based, mitigating the impact of any single company or sector's failure. |
Risk Analysis
Volatility
AOM exhibits moderate volatility, significantly lower than pure-equity ETFs, due to the high-quality fixed-income buffer.
Market Risk
The fund is subject to systemic risk across global asset classes, particularly interest rate fluctuations impacting the bond portion and equity market corrections.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | iShares Core Total USD Bond Market ETF (AGG) | 40 | Provides broad, diversified exposure to the US investment-grade bond market. |
| Geography | iShares Core S&P 500 ETF (IVV) | 25 | Offers core exposure to large-cap US equities for growth potential. |
| Fixed-income type | iShares Core International Aggregate Bond ETF (IAGG) | 20 | Provides exposure to international investment-grade bonds, diversifying currency and interest rate risk. |
| Geography | iShares Core MSCI Total International Stock ETF (IXUS) | 15 | Delivers exposure to non-US developed and emerging market equities for global diversification. |
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 19.57% | Avg. Invested days 80 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
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