iShares Core 60/40 Balanced Allocation ETF (AOR)
ARCA ARCA Primary Summary
AOR Chart
AOR: iShares 60/40 Asset Allocation ETF Is Great Core Holding
iShares Core Allocation ETFs (AOK, AOM, AOR, AOA) provide low-cost, index-based asset allocation from conservative to aggressive risk profiles. Each ETF maintains a fixed stock/bond ratio, rebalances semiannually, and charges a 20 bps fee with a 5bps waiver until December 2026. I rate all four ETFs as Buys, recommending investors select based on their risk tolerance and return expectations, using them as core or base holdings.
AOR's 60/40 Allocation Has Lagged a Simple S&P 500 by 60 Points Over a Decade, And Built In Rebalancing Did Not Help
The iShares Core Growth Allocation ETF (NYSEARCA:AOR) is the kind of fund a financial advisor recommends when they want to give a client one ticker and never think about it again.
AOR: A Traditional Strategy Works
I recommend iShares Core 60/40 Balanced Allocation ETF (AOR) as a core holding for index portfolios, leveraging its classic 60/40 equity-fixed income allocation. AOR is well-positioned for a macro backdrop of gradual rate cuts and controlled inflation, which should benefit both its bond and equity exposures. The ETF offers broad diversification through seven underlying ETFs, maintaining a 60.58% equity and 38.97% fixed income split, with a 0.15% expense ratio.
iShares Core 60/40 Balanced Allocation ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 4,300 | $228,717 | $296,420.5 | $67,703.5 | 29.6% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 46,133 | $2.56M | $3.17M | $618,131.64 | 24.18% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 13,455 | $675,407.07 | $929,202.3 | $253,795.23 | 37.58% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 5,128 | $273,210.66 | $352,755.12 | $79,544.46 | 29.11% |
| RZ Richard Zito Flynn Zito Capital Management LLC | 5,508 | $354,639.87 | $378,895.32 | $24,255.45 | 6.84% |
iShares Core 60/40 Balanced Allocation ETF (AOR) FAQ
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iShares Core 60/40 Balanced Allocation ETF Profile
| ARCA Exchange | US Country |
Overview
The described fund operates as a fund of funds, focusing on achieving its investment objective by primarily allocating its assets into underlying funds that aim to mirror the results of their own distinct underlying indexes. This strategic approach involves committing at least 80% of its assets to the securities that are part of its underlying index. The performance of these investments is closely tied to the S&P Dow Jones Indices LLC proprietary allocation model, which dictates the fund's approach to tracking and measuring the investment outcomes based on sophisticated index-based parameters.
Products and Services
- Fund of Funds Investment Strategy
This strategy underpins the fund's primary approach to achieving its investment targets. By investing in a diversified portfolio of underlying funds, each with their own specific benchmarks, it enables a broad exposure to a variety of market sectors and asset classes. This diversification is aimed at reducing risk while seeking to capitalize on the growth potential across different indexes.
- 80% Asset Allocation to Underlying Index Securities
Adhering to a policy of allocating at least 80% of its assets to the securities that comprise its underlying index ensures that the fund remains closely aligned with the performance and risk profile of its targeted benchmark. This disciplined investment approach is designed to closely follow the S&P Dow Jones Indices LLC proprietary allocation model, offering investors a level of predictability and consistency in their investments.
- Proprietary Allocation Model
The utilization of the S&P Dow Jones Indices LLC proprietary allocation model bestows a structured methodology to how the fund's assets are distributed across the various underlying indexes. This model methodically guides the fund's investment decisions, aiming to achieve optimized performance outcomes by leveraging the insights and expertise of one of the industry's leading index providers.
