iShares Core 40/60 Moderate Allocation ETF (AOM) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.80: the stock has moved about 20% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnsweriShares Core 40/60 Moderate Allocation ETF (AOM) trades at $48.73. The iShares Core 40/60 Moderate Allocation ETF (AOM) aims to mirror the investment performance of an index comprising equity and fixed-income funds. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for AOM: AOM does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
iShares Core 40/60 Moderate Allocation ETF (AOM) Financial Services Profile
iShares Core 40/60 Moderate Allocation ETF (AOM) provides a diversified investment solution, tracking an index of equity and fixed-income funds. Designed for investors with a moderate risk tolerance, AOM offers exposure to a balanced portfolio through a single ETF, simplifying asset allocation and portfolio management within the financial services sector.
What Is the Investment Thesis for AOM?
AOM's primary value driver is its ability to provide a balanced portfolio in a single, low-cost ETF. Growth catalysts include increasing investor demand for simplified asset allocation solutions and the continued expansion of the ETF market. However, potential risks include market volatility impacting the underlying assets and changes in interest rates affecting the fixed-income component. The absence of a dividend yield may deter some income-focused investors. The fund's performance is closely tied to the performance of its underlying equity and fixed-income holdings, making it susceptible to broad market trends.
Based on FMP financials and quantitative analysis
AOM Key Highlights
Market Cap of $1.73B indicates substantial investor interest and fund size.
- Beta of 0.80 suggests lower volatility compared to the overall market, aligning with its moderate risk profile.
- Diversified exposure to both equity and fixed-income markets reduces concentration risk.
- Low-cost structure enhances long-term returns by minimizing expense ratios.
- Professionally managed portfolio ensures periodic rebalancing to maintain target asset allocation.
Who Are AOM's Competitors?
AOM is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AOK iShares Core 30/70 Conservative Allocation ETF | $40.37 | +0.12% | $798M | — |
| EEMA iShares MSCI Emerging Markets Asia ETF | $118.57 | +1.09% | $2.33B | — |
| EWA iShares MSCI Australia ETF | $28.43 | +0.39% | $1.39B | — |
| FLQL Franklin U.S. Large Cap Multifactor Index ETF | $79.85 | +0.53% | $2.14B | — |
| IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF | $177.68 | +1.02% | $1.26B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 66 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AOM's Key Strengths?
Diversified exposure to both equity and fixed-income markets.
- Low-cost structure enhances long-term returns.
- Professionally managed portfolio ensures periodic rebalancing.
- Part of the well-established iShares ETF family.
What Are AOM's Weaknesses?
Performance is tied to the performance of underlying assets.
- No dividend yield may deter income-focused investors.
- Susceptible to market volatility and interest rate changes.
- May not outperform actively managed funds in certain market conditions.
What Are the Key Risks for AOM?
Market volatility impacting the performance of underlying assets.
- Changes in interest rates affecting the fixed-income component of the portfolio.
- Increased competition from other asset allocation ETFs.
- Regulatory changes impacting the ETF industry.
- Potential for tracking error compared to the target index.
What Are AOM's Competitive Advantages?
- Brand recognition and reputation of iShares as a leading ETF provider.
- Low-cost structure compared to actively managed funds.
- Diversified portfolio offering broad market exposure.
- Established track record of tracking its target index.
What Does AOM Do?
The iShares Core 40/60 Moderate Allocation ETF (AOM) is designed to provide investors with a diversified portfolio of both equity and fixed-income securities. Launched by iShares, a leading provider of exchange-traded funds, AOM seeks to track the investment results of an index composed of underlying equity and fixed income funds. This ETF offers a convenient way for investors to achieve a moderate risk allocation strategy without the need to individually select and manage multiple investments. The fund's underlying holdings are diversified across various asset classes and sectors, providing a balanced approach to investing. AOM is part of the iShares Core series, which is known for its low-cost and broad market exposure. The ETF is structured as an open-end investment company, allowing investors to buy and sell shares on major stock exchanges. By investing in AOM, investors gain access to a professionally managed portfolio that is rebalanced periodically to maintain its target asset allocation. The ETF's objective is to provide long-term capital appreciation and income, consistent with a moderate risk profile. AOM is suitable for investors who are looking for a simple and cost-effective way to diversify their investments and achieve their financial goals.
What Products and Services Does AOM Offer?
- Tracks the investment results of an index composed of equity and fixed income funds.
- Provides a diversified portfolio with a moderate risk allocation strategy.
- Offers exposure to a balanced mix of stocks and bonds.
- Simplifies asset allocation for investors seeking a convenient solution.
- Rebalances the portfolio periodically to maintain its target asset allocation.
- Provides a low-cost investment option through its ETF structure.
- Offers transparency with daily disclosure of its holdings.
How Does AOM Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Benefits from economies of scale as AUM increases.
- Attracts investors seeking diversified and low-cost investment solutions.
What Industry Does AOM Operate In?
The iShares Core 40/60 Moderate Allocation ETF (AOM) operates within the asset management industry, which is characterized by increasing demand for diversified investment solutions. The ETF market has experienced substantial growth in recent years, driven by the benefits of low cost, transparency, and flexibility. AOM competes with other asset allocation ETFs and mutual funds, offering a moderate risk approach to portfolio construction. The competitive landscape includes firms like AOK, EEMA, EWA, FLQL, and IAI, which provide similar investment strategies. The asset management industry is influenced by macroeconomic factors, regulatory changes, and technological advancements.
Who Are AOM's Key Customers?
- Individual investors seeking a balanced portfolio.
- Financial advisors looking for diversified investment options for their clients.
- Institutional investors seeking efficient asset allocation tools.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -2.3%.
AOM Financials
Bull Case vs Bear Case
Bull Case
- Diversified exposure to both equity and fixed-income markets.
- Low-cost structure enhances long-term returns.
- Professionally managed portfolio ensures periodic rebalancing.
- Part of the well-established iShares ETF family.
Bear Case
- Performance is tied to the performance of underlying assets.
- No dividend yield may deter income-focused investors.
- Susceptible to market volatility and interest rate changes.
- May not outperform actively managed funds in certain market conditions.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
AOM Latest News
No recent news available for AOM.
AOM Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for AOM.
Price Targets
Wall Street price target analysis for AOM.
AOM MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for AOM; grades run from A+ (80-100) to F (below 30).
iShares Core 40/60 Moderate Allocation ETF Financials Stock: Key Questions Answered
What do analysts say about AOM stock?
Generally, analysts evaluate AOM based on its ability to track its target index, its expense ratio, and the performance of its underlying holdings. Key valuation metrics include the ETF's net asset value (NAV) and its trading price.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.
- Investors should conduct their own due diligence before making any investment decisions.