iShares Core Growth Allocation ETF
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
214% more capital invested
Capital invested by funds: $782M [Q3] → $2.46B (+$1.68B) [Q4]
85% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 27
47% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 102
14.84% more ownership
Funds ownership: 37.49% [Q3] → 52.33% (+14.84%) [Q4]
13% more funds holding in top 10
Funds holding in top 10: 8 [Q3] → 9 (+1) [Q4]
4% more funds holding
Funds holding: 337 [Q3] → 351 (+14) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for AOR.
Financial journalist opinion
Positive
Seeking Alpha
1 day ago
Enough With 60/40, Consider 100% Dividend Strategy For Retirement
The 60/40 portfolio, with 60% in equities and 40% in bonds, has long been the gold standard in the investment game. Yet, it has failed to deliver on its promise. In my view, a durable income strategy is a better approach, especially for funding retirement and becoming financially independent.
Positive
24/7 Wall Street
1 month ago
Retirees Can Look At Balanced Allocation ETFs For An Easier Time Managing Their Wealth
Retirees looking for more of a one-stop-shop investment solution that takes care of asset allocation may wish to check out some of the “balanced” ETF offerings offered by iShares.
Positive
Seeking Alpha
7 months ago
AOR: Passive Fund For Investors With Moderate Risk Tolerance
iShares Core Growth Allocation ETF offers a diversified, balanced portfolio with a 60% equity and 40% fixed income allocation, ideal for moderate risk tolerance. AOR's historical performance shows lower volatility and drawdowns compared to a 100% S&P 500 portfolio, making it suitable for risk-averse investors. With a low expense ratio of 0.15% and a 2.44% quarterly dividend, AOR provides cost-effective, passive global investment exposure.
Negative
Seeking Alpha
10 months ago
AOR: A Balanced Portfolio But Not Growth Oriented
iShares Core Growth Allocation ETF has a balanced portfolio of fixed income and equity funds. AOR has yet to reach its price peak from late 2021, while the S&P 500 index has already surpassed its peak. AOR is not a growth-oriented fund and is likely to underperform the S&P 500 index in the long run.
Neutral
Zacks Investment Research
1 year ago
5 Defensive Investment ETF Strategies for Your Portfolio
Market volatility roared back in recent weeks on growing inflation worries, the uncertain timing of Fed rate cuts and escalating geopolitical tension in the Middle East. The combination of these factors has made investors jittery, compelling them to revisit their portfolios.
Neutral
Seeking Alpha
1 year ago
AOR: Not The Most Capital-Efficient 60/40 ETF
iShares Core Growth Allocation ETF has a 60/40 allocation in global equities and bonds through ETFs. Exposure to foreign securities implies some currency risk, which has been detrimental since the fund's inception in 2008. Among competitors, WisdomTree U.S. Efficient Core Fund implements a 60/40 strategy with a 1.5 leveraging factor and about 98% of assets in U.S. issuers.
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