iShares S&P Aggressive Allocation
(PCQ: AOA)
40.65
-0.30
-0.73%
-0.30
-0.73%
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DETAILS
| Symbol | Value ($) |
|---|---|
| Previous Close | 40.95 |
| Open | 40.75 |
| Day's High | 41.00 |
| Day's Low | 40.74 |
| Volume | 24,316 |
| Bid | 40.85 |
| Bid Size | 10,000 |
| Ask | 40.90 |
| Ask Size | 6,000 |
| 52-Wk High | 42.10 |
| 52-Wk Low | 33.70 |
| Beta | 1.50 |
| YTD NAV Return | +10.53 |
| YTD Market Return | +10.53 |
| Inception Date | 11/4/2008 |
| Shares Outstanding | 2.70 Mil |
- Last trade 6/17/2013 9:29 AM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Target Risk Aggressive Index. The fund is a fund of funds and seeks its investment objective by investing primarily in the securities of other iShares funds that themselves seek investment results corresponding to their own underlying index. The fund generally invests at least 90% of its assets in securities of the underlying index. The underlying index measures the performance of S&P's proprietary allocation model, which is intended to represent an "aggressive" target risk allocation strategy as defined by S&P. |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -1.73% |
| 3 Months | 3.88% |
| 1 Year | 20.73% |
| 3 Years* | 13.08% |
| 5 Years* | NA |
- * Annualized returns
- Data through 6/18/2013 12:00 AM ET
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Morningstar Ratings
| Symbol | Value ($) |
|---|---|
| Category | Aggressive Allocation |
| Morningstar Risk | Above Average |
| Morningstar Rating | |
| Morningstar Return | High |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 80.78% |
| Cash | 6.79% |
| Fixed Income | 11.60% |
| Other | 0.84% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| iShares Core S&P 500 ETF | 36.31% |
| iShares MSCI EAFE Index | 23.15% |
| iShares Core S&P Mid-Cap ETF | 17.40% |
| iShares Core Total US Bond Market ETF | 6.96% |
| iShares Barclays Short Treasury Bond | 5.69% |
| iShares iBoxx $ High Yield Corporate Bd | 3.39% |
| iShares Core S&P Small-Cap ETF | 2.50% |
| iShares MSCI Emerging Markets Index | 2.46% |
| iShares Barclays TIPS Bond | 2.00% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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[BRIEFING.COM] S&P futures vs fair value: -1.60. Nasdaq futures vs fair value: +1.50. With 15 minutes to go before the start of today's session, equity futures continue to trade in mixed fashion. The Nasdaq futures hold a slim gain of 0.1% with Adobe
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