iShares Core 40/60 Moderate Allocation ETF (AOM) 📈: цена фонда на сегодня, доходность за 2026, график котировок ETF

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10 year return	27.72
3 year return	-2.19
5 year return	14.62
Annual return	12.33
Asset size	Multi-Cap
Asset type	Multi-Asset
Average P/BV	2.56
Average P/E	18.39
Average P/S	1.88
Beta	0.39
Commission	0.15
Country	USA
Currency	usd
Div. yield	2.17
Focus	Target Risk
Foundation date	2008-11-04
Full name	iShares Core 40/60 Moderate Allocation ETF
ISIN code	US4642898757
ISO country	US
Index	S&P Target Risk Moderate
Number of companies	9
Owner	iShares
Region	United States
Region	Broad
Strategy	Fixed Asset Allocation
Top 10 issuers, %	100
Website	link
segment	Asset Allocation: Global Target Risk

Change per day	0% (48.11)
Change per week	+0.5434% (47.85)
Change per month	+0.6907% (47.78)
Change per 3 month	+0.8807% (47.69)
Change per half year	+3.24% (46.6)
Change per year	+12.33% (42.83)
Change per year to date	+0.5434% (47.85)

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iShares Core S&P 500 ETF IVV	Equity		0.07	30.84
iShares Core MSCI EAFE ETF IEFA	Equity		0.07	19.19
iShares Core U.S. Aggregate Bond ETF AGG	Bond		0.03	2.73
iShares Russell 1000 Growth ETF IWF	Equity		0.19	39.75
iShares Core S&P Mid-Cap ETF IJH	Equity		0.14	24.24
iShares Core MSCI Emerging Markets ETF IEMG	Equity		0.09	32.32
iShares Core S&P Small-Cap ETF IJR	Equity		0.14	28
iShares Russell 2000 ETF IWM	Equity		0.19	36.28
iShares Russell 1000 Value ETF IWD	Equity		0.19	21.09
iShares Core S&P Total U.S. Stock Market ETF ITOT	Equity		0.03	31.2
iShares MSCI EAFE ETF EFA	Equity		0.33	18.95
iShares 20+ Year Treasury Bond ETF TLT	Bond		0.15	1.51
iShares S&P 500 Growth ETF IVW	Equity		0.18	41.37
iShares MSCI USA Quality Factor ETF QUAL	Equity		0.15	24.83
iShares Core MSCI Total International Stock ETF IXUS	Equity		0.07	24.08
iShares Russell 1000 ETF IWB	Equity		0.15	30.71
iShares Russell Midcap ETF IWR	Equity		0.19	22.41
iShares S&P 500 Value ETF IVE	Equity		0.33	20.33
iShares MBS ETF MBB	Bond		0.04	3.53
iShares 7-10 Year Treasury Bond ETF IEF	Bond		0.15	2.38
iShares iBoxx $ Investment Grade Corporate Bond ETF LQD	Bond		0.14	4.43
iShares Gold Trust IAU	Commodity		0.25	31.65
iShares Core Dividend Growth ETF DGRO	Equity		0.08	19.82
iShares U.S. Treasury Bond ETF GOVT	Bond		0.05	1.52
iShares 1-3 Year Treasury Bond ETF SHY	Bond		0.15	0.1934
iShares MSCI USA Min Vol Factor ETF USMV	Equity		0.15	4.61
iShares 0-3 Month Treasury Bond ETF SGOV	Bond		0.07	-0.0498
iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB	Bond		0.04	1.65
iShares Select Dividend ETF DVY	Equity		0.38	12.71
iShares Trust iShares 0-1 Year Treasury Bond ETF SHV	Bond		0.15	-0.1359

Description iShares Core 40/60 Moderate Allocation ETF

Этот ETF - универсальный инструмент для инвесторов, ищущих умеренную стратегию, которая находится между агрессивными (AOA) и консервативными (AOK) аналогами. Однако следует отметить, что концепции и цели толерантности к риску различаются от инвестора к инвестору, поэтому использование универсального подхода может быть нецелесообразным. AOM максимизирует простоту, но многие инвесторы захотят использовать другие продукты для точной настройки портфеля риска / доходности, предлагаемого этим фондом.

Based on sources: porti.ru

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iShares Core 40/60 Moderate Allocation ETF

48.11 $

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Description iShares Core 40/60 Moderate Allocation ETF