iShares Core Conservative Allocation ETFAOK
AOK
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]
4% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 55
3.33% less ownership
Funds ownership: 28.52% [Q2] → 25.19% (-3.33%) [Q3]
4% less funds holding
Funds holding: 158 [Q2] → 152 (-6) [Q3]
8% less capital invested
Capital invested by funds: $176M [Q2] → $163M (-$13.4M) [Q3]
27% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 22
Research analyst outlook
We haven’t received any recent analyst ratings for AOK.
Financial journalist opinion
Neutral
Seeking Alpha
3 months ago
AOK: With The Yield Curve Shift Lower, This ETF Is Now A Hold (Rating Downgrade)
The iShares Core Conservative Allocation ETF is a balanced fund suitable for conservative investors. AOK has a significant overweight in fixed income, primarily through IUSB and IAGG. The recent decline in intermediate rates has benefited AOK's performance.
Neutral
Seeking Alpha
5 months ago
AOK: A One-Stop Fund For Conservative Investors
iShares Core Conservative Allocation ETF is a convenient, automatically rebalancing fund that provides exposure to global equity and fixed-income markets. The AOK ETF includes a mix of fixed income and equity funds, with a conservative risk profile and minimal drawdown potential for conservative investors. AOK offers a simple, cost-effective solution for building a diversified core portfolio, but may underperform more growth-focused solutions in the long term due to reduced equity exposure.
Positive
Seeking Alpha
8 months ago
AOK: Worst May Be Behind
The iShares Core Conservative Allocation ETF (AOK) is a stock-and-bond fund with a large allocation to bonds and a smaller allocation to equity funds. AOK outperformed the S&P 500 in terms of efficient returns through 2021, but things have taken a turn for the worse. AOK struggled in 2022 due to high inflation and rising interest rates, but there are signs that it may recover.
Positive
Seeking Alpha
11 months ago
AOK: A Retired Investor's 401k Aggregator
The iShares Core Conservative Allocation ETF is a 70% fixed income, 30% equities fund that seeks to track the performance of a conservative stock-bond allocation strategy. The fund's composition includes fixed income ETFs such as the iShares Core Total USD Bond Market ETF and the iShares Core International Aggregate Bond ETF. Buying fixed income at the current macroeconomic juncture is seen as a viable option, with rate cuts priced in for 2024 and the potential for positive price performance.
Neutral
Zacks Investment Research
11 months ago
An ETF Retirement Portfolio for 2024
Here is a retirement portfolio for the year 2024 that investors can pursue.
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