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- Fund Details
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
09/17/2026: AOR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
The iShares Core Growth Allocation ETF (AOR) offers a diversified, multi-asset portfolio that targets a consistent 60/40 allocation between global equities and fixed income. By investing in a basket of iShares ETFs, it provides a cost-effective and automated 'set-and-forget' solution for investors seeking long-term growth with moderate risk mitigation. Its strengths include high liquidity, low expense ratios, and the institutional quality of BlackRock management. The primary risks involve exposure to systemic market volatility and interest rate sensitivity inherent in both its stock and bond holdings. AOR is best suited for long-term investors looking for a foundational portfolio component who prefer simplicity and diversification over active management.
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 | The 60% equity tilt provides sufficient growth potential to meet long-term appreciation goals. |
| Momentum investor | Weak fit | The fund is designed for long-term stability rather than chasing short-term market momentum. |
| Value investor | Mixed fit | While the fund holds a broad market basket, it does not specifically tilt toward value factors. |
| Dividend/Income investor | Strong fit | The 40% fixed-income allocation provides a reliable stream of interest income. |
| Low-risk investor | Mixed fit | The equity exposure introduces moderate volatility that might exceed the threshold for strictly low-risk investors. |
Investor Profile
Ideal Investor Profile
Long-term investors who prefer a diversified, hands-off approach to wealth accumulation.
Suitability
Best for passive index followers who seek a balanced portfolio that manages the trade-off between growth and risk.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The balanced mix of stocks and bonds is designed to moderate price swings compared to a pure equity fund. |
| Market risk | Medium / high | As a global equity and bond holder, the fund is subject to systematic fluctuations in world markets. |
| Concentration | Low | The fund is highly diversified across thousands of securities, minimizing single-issuer risk. |
| Tracking/expense | Low | The low expense ratio and efficient management keep tracking error minimal. |
| Liquidity | Low | The underlying assets are highly liquid, ensuring the fund can handle large flows without significant impact. |
| Business/sector quality | Low | Exposure is spread across broad market indices rather than specific high-risk sectors. |
Risk Analysis
Volatility
AOR exhibits moderate volatility, generally lower than a 100% equity index but higher than a pure bond fund.
Market Risk
The fund faces systemic risk from both equity and debt markets, specifically relating to global economic health and interest rate cycles.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | US Large-Cap and Mid-Cap Equities | 40 | Provides core exposure to the growth potential of major US companies. |
| Fixed-income type | Total US Bond Market | 30 | Acts as a stabilizer to reduce overall portfolio volatility through high-quality bonds. |
| Equity | International Developed Market Equities | 15 | Offers geographic diversification beyond the US to capture global market performance. |
| Fixed-income type | International Bonds | 10 | Provides additional income and diversification through exposure to foreign government and corporate debt. |
| Equity | Emerging Market Equities | 5 | Adds higher growth potential from developing economies to the equity portion of the portfolio. |
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 26.78% | Avg. Invested days 82 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/17/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 17, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $3.83B |
| Issuer | iShares |
| Expense Ratio | 0.15% |
| Distribution Yield | 2.53% |
| Inception | Nov 4, 2008 |
Performance
| Period | Total Return |
|---|---|
| YTD | +6.87% |
| 1 Year | +9.87% |
| 3 Year | +13.59% |
| 5 Year | +6.38% |
| 10 Year | +8.15% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 8.43% |
| 3Y Volatility | 8.68% |
| 3Y Sharpe Ratio | 1.02 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | Morningstar Mod Tgt Risk TR... |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 27.71% |
| Large Cap | 19.33% |
| Mid Cap | 11.11% |
| Small Cap | 2.95% |
| Micro Cap | 0.50% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 30.28% |
| Financial Services | 16.79% |
| Industrials | 11.15% |
| Consumer Cyclicals | 8.60% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.11x |
| Portfolio P/B | 2.99x |
| Portfolio P/S | 2.24x |
| Holdings Turnover | 6.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 2.76% |
| Apple | 2.61% |
| Microsoft | 1.98% |
| Amazon | 1.30% |
| Alphabet Class A | 1.08% |
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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