ducovest

AOM:ARCA-iShares Core Moderate Allocation (USD)

ETF | Allocation--30% to 50% Equity | NYSE Arca

Last Closing

USD 44.87

Change

-0.08 (-0.18)%

Market Cap

USD 0.57B

Volume

0.09M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks to track the investment results of the S&P Target Risk Moderate Index composed of a portfolio of underlying equity and fixed income funds intended to represent a moderate 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 Moderate 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 Moderate TR USD

Primary Index: Morningstar Mod Tgt Risk TR USD

Gross Expense Ratio: 0.25%

Management Expense Ratio: 0.18 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Symbol Company Name Allocation
IUSB iShares Core Total USD Bond Market ETF 50.80 %
IVV iShares Core S&P 500 ETF 22.55 %
IDEV iShares Core MSCI International Developed Market 11.05 %
PIAGF Piaggio & C. SpA 8.99 %
IEMG iShares Core MSCI Emerging Markets ETF 4.37 %
IJH iShares Core S&P Mid-Cap ETF 1.36 %
IJR iShares Core S&P Small-Cap ETF 0.64 %
USD ProShares Ultra Semiconductors 0.17 %
Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-20 )

Largest Industry Peers for Allocation--30% to 50% Equity

Symbol Name Mer Price(Change) Market Cap
AOK iShares Core Conservative Allo.. 0.18 %

N/A

 USD 0.61B
YLD Principal Active High Yield ET.. 0.65 %

N/A

 USD 0.24B
INKM SPDR® SSgA Income Allocation .. 0.39 %

N/A

 USD 0.08B

ETFs Containing AOM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Allocation--30% to 50% Equity) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.09% 100% F 51% F
Dividend Return 1.35% 25% F 31% F
Total Return 9.44% 100% F 47% F
Trailing 12 Months  
Capital Gain 14.20% 100% F 49% F
Dividend Return 3.11% 25% F 46% F
Total Return 17.31% 100% F 48% F
Trailing 5 Years  
Capital Gain 14.14% 100% F 54% F
Dividend Return 9.67% 25% F 34% F
Total Return 23.81% 100% F 48% F
Average Annual (5 Year Horizon)  
Capital Gain 1.81% 100% F 45% F
Dividend Return 3.52% 100% F 42% F
Total Return 1.71% 25% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 10.10% 75% C 77% C+
Risk Adjusted Return 34.88% 100% F 52% F
Market Capitalization 0.57B 100% F 62% D

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

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.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.