Description: 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 underlying funds that themselves seek investment results corresponding to their own respective underlying indexes. It generally will invest at least 90% of its assets in the component securities of the underlying index. The index measures the performance of the S&P Dow Jones Indices LLC proprietary allocation model.
Home Page: www.ishares.com/us/products/239765/ishares-moderate-allocation-etf
AOM Technical AnalysisExchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Allocation--30% to 50% Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Bond | 58.01 | 0.00 | 58.01 |
| Stock US | 22.63 | 0.00 | 22.63 |
| Stock non-US | 17.88 | 0.00 | 17.88 |
| Cash | 3.70 | 2.25 | 1.44 |
| NotClassified | 0.02 | 0.00 | 0.02 |
| Other | 0.01 | 0.00 | 0.01 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 17.02 | 17.05 |
| Financial Services | 16.67 | 14.36 |
| Healthcare | 12.93 | 14.62 |
| Industrials | 11.33 | 10.00 |
| Consumer Cyclicals | 10.57 | 9.07 |
| Consumer Defensive | 7.72 | 7.28 |
| Communication Services | 6.57 | 5.81 |
| Basic Materials | 5.34 | 3.88 |
| Energy | 5.25 | 5.86 |
| Real Estate | 3.39 | 8.09 |
| Utilities | 3.20 | 3.97 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 59.22 | 81.14 |
| Europe Developed | 13.80 | 6.98 |
| Japan | 6.46 | 2.94 |
| Asia Emerging | 6.30 | 1.62 |
| United Kingdom | 4.51 | 3.28 |
| Asia Developed | 4.46 | 1.91 |
| Australasia | 2.44 | 1.03 |
| Africa/Middle East | 1.57 | 0.41 |
| Latin America | 1.01 | 0.63 |
| Europe Emerging | 0.24 | 0.04 |