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iShares Core Aggressive Allocation ETF – AOA ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
46.690.09 (+0.19%)30.89 - 47.5339.5 thousand (Above Avg)

Market data as of 3:59PM 07/26/16. Quotes are delayed by at least 15 min.

Overview - AOA

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.

Previous Close46.60
Day's Range46.50 - 46.76
Avg Volume (10 Day)29.2K
Total Assets$431.33M
Expense Ratio0.34%
Yield (Trailing 12 Mo.)2.18%
Fund Inception11/04/2008

Trailing Total Returns - AOA

as of 06/30/2016
TimeframeAOAS&P 500Allocation--70% to 85% Equity
1 Month0.09%0.26%1.20%
3 Month1.74%2.46%4.14%
1 Year-0.97%3.99%-2.77%
3 Year7.07%11.66%5.12%
5 Year7.18%12.10%7.18%
10 Year--7.42%--
Since Inception9.98%10.45%--

Top Ten Holdings - AOA

as of 06/30/2016
CompanyYTD Return% of Assets

Valuation & Growth - AOA

as of 06/30/2016
ValuationAOACategory Range
Price/Cash Flow9.58
Dividend Yield2.86
LT Earnings9.4
Historical Earnings11.54
Sales Growth-4.5
Cash-Flow Growth1.24
Book-Value Growth-4.33
Key:  Lo 

Morningstar Summary - AOA, 3 Year

Rate Sensitivity
Ratingvs Category
ReturnAbove Avg
Key:  Lo 

Risk Analysis - AOA, 3 Year

Standard Deviation9.68
Sharpe Ratio0.75

Tax Analysis - AOA, 3 Year Avg

Pretax Return7.07%
Tax-adjusted Return6.37%
Tax Cost Ratio0.66%
Potential Cap Gains2.53%

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