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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
09/25/2026: AOM (2-star) is a SELL. SELL for 3 days. Simulated Profits (1.95%). Updated daily EoD!
The iShares Core Moderate Allocation ETF (AOM) provides a diversified, low-cost investment solution using a target allocation of roughly 40% stocks and 60% bonds. By utilizing a fund-of-funds structure, it offers exposure to global equities and fixed income, making it a suitable choice for investors seeking a moderate risk profile without the need for frequent rebalancing. While its strengths include broad diversification, low fees, and the reliability of the BlackRock/iShares brand, investors should be aware that the 60% bond weighting limits upside potential compared to equity-heavy portfolios. The primary risks involve systemic market declines and interest rate sensitivity inherent in its fixed-income component. It is best suited for long-term, passive, or risk-conscious investors looking for a stable core holding.
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 moderate 40/60 allocation limits the potential for aggressive capital appreciation. |
| Momentum investor | Weak fit | The fund is designed for balanced, long-term exposure rather than capturing short-term market trends. |
| Value investor | Mixed fit | While it provides broad, lower-cost exposure, it does not specifically screen for value-tilted securities. |
| Dividend/Income investor | Strong fit | The 60% bond allocation provides a consistent stream of interest income. |
| Low-risk investor | Strong fit | The balanced structure is specifically engineered to lower volatility compared to all-equity portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a 'set-it-and-forget-it' balanced portfolio, such as a long-term retirement saver.
Suitability
Best for passive, long-term investors looking for a single-ticker moderate allocation solution.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The balanced asset mix helps dampen the sharp swings typically associated with pure equity investments. |
| Market risk | Medium | The fund is still subject to systemic declines in both the equity and bond markets. |
| Concentration | Low | The fund holds a highly diversified basket of underlying ETFs, preventing single-security concentration risk. |
| Tracking/expense | Low | The low expense ratio and efficient index tracking minimize leakage in returns. |
| Liquidity | Low | High trading volume ensures investors can transact near the net asset value. |
| Business/sector quality | Low | The portfolio is broad and not dependent on the success of a single business or sector. |
Risk Analysis
Volatility
AOM exhibits lower historical volatility than 100% equity funds, though it is not immune to general market drawdowns.
Market Risk
The fund faces market risk through its equity holdings and interest rate risk through its bond holdings.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Fixed-income type | US and International Investment Grade Bonds | 60 | Provides income and stability, acting as the primary buffer against equity market volatility. |
| Market capitalization | US and International Equities | 40 | Offers growth potential through broad exposure to global stock markets. |
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 19.64% | Avg. Invested days 80 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 25, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.91B |
| Issuer | iShares |
| Expense Ratio | 0.15% |
| Distribution Yield | 3.05% |
| Inception | Nov 4, 2008 |
Performance
| Period | Total Return |
|---|---|
| YTD | +5.55% |
| 1 Year | +7.64% |
| 3 Year | +11.49% |
| 5 Year | +4.61% |
| 10 Year | +5.97% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 6.4% |
| 3Y Volatility | 7.22% |
| 3Y Sharpe Ratio | 0.82 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Benchmark | Morningstar Mod Tgt Risk TR... |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 19.15% |
| Large Cap | 13.14% |
| Mid Cap | 7.55% |
| Small Cap | 2.00% |
| Micro Cap | 0.33% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 30.71% |
| Financial Services | 16.48% |
| Industrials | 11.06% |
| Consumer Cyclicals | 8.46% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.14x |
| Portfolio P/B | 3.02x |
| Portfolio P/S | 2.28x |
| Holdings Turnover | 5.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 1.99% |
| Apple | 1.78% |
| Microsoft | 1.33% |
| Amazon | 0.90% |
| Alphabet Class A | 0.74% |
Upturn AI Summary
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.
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