iShares Core 60/40 Balanced Allocation ETF (AOR) — ETF Analysis on Winston

Key Facts

• Issuer: IShares
• Category: Multi-Asset
• Asset Class: Multi-Asset
• Price: $68.41
• Expense Ratio: 20.00%
• Assets Under Management: $3.6B
• Number of Holdings: 7
• Inception Date: 2008-11-04
• Currency: USD

Winston Score

iShares Core 60/40 Balanced Allocation ETF has a Winston Score of 72 out of 100.

Performance

• 1-Year Return: 17.80%
• 3-Year Return: 34.99%
• 5-Year Return: 22.48%

Top Holdings

NVIDIA CORP (N/A%), APPLE INC (N/A%), MICROSOFT CORP (N/A%), AMAZON.COM INC (N/A%), ALPHABET INC CLASS A (N/A%)

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)