iShares Core 40/60 Moderate Allocation ETF (0BYX)
XBER 
Summary
0BYX Chart
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.
AOM: If You Think The Equity Market Is Overvalued, This ETF Is For You
iShares Core Moderate Allocation ETF offers a conservative 60% fixed income/40% equities allocation, ideal for cautious investors in 2025. AOM's composition includes diversified ETFs, ensuring liquidity and transparency, making it a solid choice for those wary of overvalued equities. Historical performance shows the Fund's resilience during recessions, with lower drawdowns compared to more aggressive funds like AOA.
AOM: A Better Cycle Ahead
The iShares Core Moderate Allocation ETF offers a balanced blend of global stocks and bonds, targeting moderate risk and consistent returns for long-term investors. AOM's portfolio includes a significant allocation to U.S. bonds and large-cap stocks, with additional exposure to international and emerging markets. Compared to peers, AOM's moderate approach and global diversification make it suitable for investors seeking stability over aggressive growth.
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iShares Core 40/60 Moderate Allocation ETF Profile
| XBER Exchange | US Country |
Overview
The fund operates as a fund of funds, focusing on achieving its investment goal by allocating capital primarily into underlying funds. These underlying funds themselves are designed to mirror the returns of their respective indices. A significant strategy of the fund involves dedicating at least 80% of its assets to securities that form part of the underlying indexes it targets. The performance of the fund is benchmarked against a proprietary allocation model developed by S&P Dow Jones Indices LLC, which is indicative of its approach to spreading investment risks and seeking returns by following the trends and performance metrics laid out by this model.
Products and Services
- Fund of Funds Investment Solutions
The core service offered involves investing in a diversified portfolio of underlying funds, each aiming to replicate the performance of their specific indexes. This method allows investors to gain exposure to a wide range of assets and sectors, facilitating risk distribution and potentially enhancing returns through strategic asset allocation.
- Index-Based Investment Strategy
Adhering closely to the indices of the S&P Dow Jones, the fund integrates a systematic approach to investing by primarily allocating assets to the components of the underlying index. This strategy is designed to match the performance metrics of the proprietary allocation model of the S&P Dow Jones Indices LLC, leveraging index-based investing to align with broader market trends.
- Asset Allocation Model
The proprietary allocation model of the S&P Dow Jones Indices LLC is central to the fund’s approach, guiding the allocation of assets within its portfolio. This model measures the performance of various sectors and asset classes, offering a structured method for determining the most opportune investments based on current market conditions and forecasts.
