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Values as of: 2024-08-30
AOA:ARCA-iShares Core Aggressive Allocation (USD)
ETF | N/A | NYSE Arca
Last Closing
USD 77.36Change
0.00 (0.00)%Market Cap
USD 0.48BVolume
0.07MN/A
Verdict
Values as of: 2024-08-30
ETF | N/A | NYSE Arca
Last Closing
USD 77.36Change
0.00 (0.00)%Market Cap
USD 0.48BVolume
0.07MN/A
Verdict
The investment seeks to track the investment results of the S&P Target Risk Aggressive Index composed of a portfolio of underlying equity and fixed income funds intended to represent an aggressive target risk allocation strategy. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The S&P Target Risk Aggressive Index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
Company Website : www.ishares.com
Currency: USD
Country : USA
Inception Date: 04/11/2008
Primary Benchmark: S&P Target Risk Aggressive TR USD
Primary Index: Morningstar Mod Tgt Risk TR USD
Gross Expense Ratio: 0.25%
Management Expense Ratio: 0.18 %
N/A
N/A
Symbol | Company Name | Allocation |
---|---|---|
IVV | iShares Core S&P 500 ETF | 45.69 % |
IDEV | iShares Core MSCI International Developed Market | 22.67 % |
IUSB | iShares Core Total USD Bond Market ETF | 16.77 % |
IEMG | iShares Core MSCI Emerging Markets ETF | 7.86 % |
PIAGF | Piaggio & C. SpA | 2.93 % |
IJH | iShares Core S&P Mid-Cap ETF | 2.68 % |
IJR | iShares Core S&P Small-Cap ETF | 1.20 % |
USD | ProShares Ultra Semiconductors | 0.05 % |
N/A
N/A
Symbol | Name | Mer | Price(Change) | Market Cap |
---|---|---|---|---|
TBB | AT&T Inc | 0.00 % |
+0.14 (+0.57%) |
USD 148.34B |
PRS | Prudential Financial Inc | 0.00 % |
+0.03 (+0.12%) |
USD 44.13B |
ALL-PB | The Allstate Corporation | 0.00 % |
+0.20 (+0.76%) |
USD 33.97B |
SOJC | Southern Co | 0.00 % |
-0.01 (-0.04%) |
USD 24.57B |
AIZN | Assurant Inc | 0.00 % |
+0.28 (+1.26%) |
USD 9.38B |
RZB | Reinsurance Group of America I.. | 0.00 % |
+0.02 (+0.08%) |
USD 8.79B |
PCG-PA | Pacific Gas and Electric Compa.. | 0.00 % |
+0.41 (+1.69%) |
USD 6.42B |
PCG-PB | Pacific Gas and Electric Compa.. | 0.00 % |
-0.01 (-0.04%) |
USD 5.85B |
UNMA | Unum Group | 0.00 % |
+0.21 (+0.83%) |
USD 5.67B |
PCG-PD | Pacific Gas and Electric Compa.. | 0.00 % |
+0.18 (+0.91%) |
USD 5.30B |
N/A
Market Performance vs. Industry/Classification (N/A) | Market Performance vs. Exchange (NYSE Arca) | ||||||
Value | Sector Median | Percentile Rank | Grade | Market Median | Percentile Rank | Grade | |
YTD | |||||||
Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | N/A | N/A | N/A | N/A | N/A | ||
Trailing 12 Months | |||||||
Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | N/A | N/A | N/A | N/A | N/A | ||
Trailing 5 Years | |||||||
Capital Gain | N/A | N/A | N/A | N/A | N/A | ||
Dividend Return | N/A | N/A | N/A | N/A | N/A | ||
Total Return | N/A | N/A | N/A | N/A | N/A | ||
Average Annual (5 Year Horizon) | |||||||
Capital Gain | 7.31% | N/A | N/A | 63% | D | ||
Dividend Return | 8.96% | N/A | N/A | 60% | D- | ||
Total Return | 1.65% | N/A | N/A | 38% | F | ||
Risk Return Profile | |||||||
Volatility (Standard Deviation) | 15.23% | N/A | N/A | 64% | D | ||
Risk Adjusted Return | 58.82% | N/A | N/A | 77% | C+ | ||
Market Capitalization | 0.48B | N/A | N/A | N/A | N/A |
Target Price Action | Rating Action | Analyst | Rating | Price | Date |
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This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.
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