Key stats
About iShares Core 60/40 Balanced Allocation ETF
Home page
Inception date
Nov 4, 2008
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Ordinary income
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
AOR is one of four iShares Core target-risk ETFs. The fund is a fund-of-funds that attempts to provide exposure to a global portfolio of iShares ETFs, with a 60% allocation to equity and a 40% allocation to fixed income. The underlying index uses a proprietary allocation model that aims to represent a growth allocation target-risk strategy. The fund invests exclusively in iShares ETFs as it seeks exposure to a variety of fixed income and equity funds. The underlying indexs exposure to fixed income intends to produce a current income stream and avoid excessive volatility of returns while the equities included seek to protect long-term purchasing power. The index is rebalanced semi-annually in April and October. Prior to February 19, 2025, the fund and index names were iShares Core Growth Allocation ETF and S&P Target Risk Growth Index.
Classification
What's in the fund
Exposure type
ETF
Bonds, Cash & Other100.00%
ETF99.91%
Mutual fund0.09%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.