Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
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
10/01/2026: AOR (2-star) is currently NOT-A-BUY. Pass it for now.
The iShares Core Growth Allocation ETF (AOR) provides a convenient, one-ticket solution for diversified global exposure with a target allocation of 60% equities and 40% fixed income. It is highly valued by investors for its low expense ratio, high liquidity, and the reliability of the BlackRock/iShares brand. The fund serves as a foundational core holding that automates asset allocation and rebalancing. While it provides a smoother ride than pure equity funds, investors should be aware of the market risks inherent in its global stock and bond holdings. It is best suited for long-term investors looking for a balanced approach to capital appreciation.
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 | Mixed fit | The 60% equity tilt provides growth, but it may be too conservative for pure growth-focused investors. |
| Momentum investor | Weak fit | AOR is a strategic allocation vehicle, not designed for capturing short-term momentum trends. |
| Value investor | Mixed fit | The fund offers broad market exposure which includes value stocks, though it is not a concentrated value strategy. |
| Dividend/Income investor | Mixed fit | The 40% bond allocation provides reliable income, but the equity portion is focused on total return rather than yield alone. |
| Low-risk investor | Mixed fit | While more stable than a 100% equity fund, it still carries equity market risk that may exceed a low-risk tolerance. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a 'set-it-and-forget-it' long-term investment vehicle who desires a balance of growth and capital preservation.
Suitability
Best suited for long-term buy-and-hold investors or those building a core retirement portfolio.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The 60/40 mix moderates volatility compared to pure equity funds but remains subject to broad market swings. |
| Market risk | Medium / high | The fund is fully invested in global capital markets and will decline during systemic market downturns. |
| Concentration | Low | The fund is highly diversified across thousands of underlying securities. |
| Tracking/expense | Low | Low expense ratios and efficient index tracking minimize the cost drag on performance. |
| Liquidity | Low | High trading volume ensures that investors can buy and sell without significant slippage. |
| Business/sector quality | Low | Exposure to a broad range of high-quality companies through index funds reduces specific business risk. |
Risk Analysis
Volatility
AOR exhibits moderate volatility consistent with a 60/40 asset mix, providing a buffer compared to equity-only indices.
Market Risk
Risks include global economic downturns, currency fluctuations, and fixed-income price sensitivity to interest rate changes.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Equity | Global Equities (via iShares Core ETFs) | 60 | This portion provides the growth engine of the portfolio through exposure to developed and emerging market stocks. |
| Fixed-income type | Global Fixed Income (via iShares Core ETFs) | 40 | This segment offers income generation and acts as a stabilizer against equity market 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 17.67% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/01/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $3.89B |
| Issuer | iShares |
| Expense Ratio | 0.15% |
| Distribution Yield | 2.53% |
| Inception | Nov 4, 2008 |
Performance
| Period | Total Return |
|---|---|
| YTD | +7.84% |
| 1 Year | +11.46% |
| 3 Year | +14.67% |
| 5 Year | +6.71% |
| 10 Year | +8.09% |
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 | 28.27% |
| Large Cap | 19.31% |
| Mid Cap | 11.05% |
| Small Cap | 2.93% |
| Micro Cap | 0.49% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 31.29% |
| Financial Services | 16.15% |
| Industrials | 11.09% |
| Healthcare | 8.43% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 17.21x |
| Portfolio P/B | 3.05x |
| Portfolio P/S | 2.3x |
| Holdings Turnover | 6.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 2.95% |
| Apple | 2.58% |
| Microsoft | 2.03% |
| Amazon | 1.30% |
| Alphabet Class A | 1.07% |
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.
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.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.