Ishares Core Conservative Etf Profile

AOK Etf  USD 38.16  0.03  0.08%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 9

 
High
 
Low
Low
IShares Core is selling for 38.16 as of the 28th of November 2024. This is a 0.08 percent increase since the beginning of the trading day. The etf's last reported lowest price was 38.13. IShares Core has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat insignificant performance during the last 90 days. Equity ratings for iShares Core Conservative are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
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. IShares Core is traded on NYSEARCA Exchange in the United States. More on iShares Core Conservative

Moving together with IShares Etf

  0.94AOM iShares Core ModeratePairCorr
  0.76HNDL Strategy Shares NasdaqPairCorr
  0.83RPAR RPAR Risk ParityPairCorr
  0.8DSCF Discipline Fund ETFPairCorr

Moving against IShares Etf

  0.36BAC Bank of America Aggressive PushPairCorr
  0.31TSJA TSJAPairCorr

IShares Etf Highlights

Thematic Ideas
(View all Themes)
Old NameAusTex Oil Limited
Business ConcentrationTarget Risk ETFs, Asset Allocation ETFs, Moderately Conservative Allocation, iShares (View all Sectors)
IssueriShares
Inception Date2008-11-04
BenchmarkS&P Target Risk Conservative Index
Entity TypeRegulated Investment Company
Asset Under Management634.55 Million
Average Trading Valume104,752.5
Asset TypeMulti Asset
CategoryAsset Allocation
FocusTarget Risk
Market ConcentrationBlended Development
RegionGlobal
AdministratorCitibank, N.A.
AdvisorBlackRock Fund Advisors
CustodianCitibank, N.A.
DistributorBlackRock Investments, LLC
Portfolio ManagerJennifer Hsui, Greg Savage, Paul Whitehead
Transfer AgentCitibank, N.A.
Fiscal Year End31-Jul
ExchangeNYSE Arca, Inc.
Number of Constituents9.0
Market MakerVirtu Financial
Total Expense0.21
Management Fee0.15
Country NameUSA
Returns Y T D7.85
NameiShares Core Conservative Allocation ETF
Currency CodeUSD
Open FigiBBG000KD2X85
In Threey Volatility9.74
1y Volatility7.99
200 Day M A37.1948
50 Day M A38.147
CodeAOK
Updated At27th of November 2024
Currency NameUS Dollar
iShares Core Conservative [AOK] is traded in USA and was established 2008-11-04. The fund is classified under Moderately Conservative Allocation category within iShares family. The entity is thematically classified as Target Risk ETFs. iShares Core Conservative presently have 906.16 M in assets under management (AUM). , while the total return for the last 3 years was 1.2%.
Check IShares Core Probability Of Bankruptcy

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares Core Conservative Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top iShares Core Conservative Etf Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
IAGGiShares Core InternationalEtfGlobal Bond-USD Hedged
IDEViShares Core MSCIEtfForeign Large Blend
IEMGiShares Core MSCIEtfDiversified Emerging Mkts
IJHiShares Core SPEtfMid-Cap Blend
IUSBiShares Core TotalEtfIntermediate Core-Plus Bond
IVViShares Core SPEtfLarge Blend
More Details

IShares Core Top Holders

SRGCXStringer Growth FundMutual FundTactical Allocation
SRGIXStringer Growth FundMutual FundTactical Allocation
SRGAXStringer Growth FundMutual FundTactical Allocation
More Details

iShares Core Conservative Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares Core. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

IShares Core Against Markets

When determining whether iShares Core Conservative is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if IShares Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Ishares Core Conservative Etf. Highlighted below are key reports to facilitate an investment decision about Ishares Core Conservative Etf:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in iShares Core Conservative. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in persons.
You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.
The market value of iShares Core Conservative is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares Core's value that differs from its market value or its book value, called intrinsic value, which is IShares Core's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares Core's market value can be influenced by many factors that don't directly affect IShares Core's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares Core's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares Core is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares Core's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.