ETFs › AOM

iShares Core Conservative Allocation ETF (AOM)

asset-allocation conservative multi-asset

AOM provides a conservative asset allocation strategy, primarily investing in a mix of equity and fixed income ETFs. The fund maintains a higher allocation to bonds than stocks, aiming to balance modest long-term growth potential with lower volatility. For investors seeking a hands-off approach to conservative portfolio management, AOM offers a simple way to achieve broad diversification with a defensive tilt.

Key Info

AUM $1.3B
Expense Ratio 0.22%
Inception Date November 4, 2008
Distribution Frequency Quarterly
Weighting Method Optimization
Number of Holdings 7
Tracking Index S&P Target Risk Conservative Index

See Also

AOK INKM GAL

Last updated: September 6, 2024