iShares Growth Allocation ETF (AOR)

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#3

Best Fit Growth & Income Funds ETFs

U.S. News evaluated 17 Growth & Income Funds ETFs and 5 make our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.

How we identify Best Fit Funds

Best Fit Scorecard
Costs Good
Tracking Error Excellent
Bid/Ask Ratio Good
Holdings Diversity Typical

Fund Description

The investment seeks to track the investment results of an index composed of a portfolio of underlying equity and fixed income funds intended to represent a growth allocation target risk strategy. 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 underlying index measures the performance of S&P's proprietary allocation model, which is intended to represent a "growth" target risk allocation strategy as defined by S&P.

Fund Snapshot Updated 04.16.2014

Previous Close $38.96 Expense Ratio 0.32%
YTD Return 1.59% Avg. 30-Day Volume 31,208
1-Year Return 12.5% Market Cap Loading...
Bid $38.95 Shares Outstanding 7,100,000
Ask $38.97 Dividends $0.75
Top 10 Holdings
Ishares Core S&P 500 Etf (IVV) 28.18%
Ishares Core Us Bond Market Etf (AGG) 23.09%
Ishares Msci Eafe Etf (EFA) 14.66%
Ishares S&P Midcap Fund (IJH) 7.41%
Ishares S&P Small-Cap Fund (IJR) 5.67%
Ishares Msci Emerging Markets Etf (EEM) 5.57%
Ishares Iboxx $ High Yield Corporate Bond Etf (HYG) 5.00%
Ishares Short Treasury Bond Etf (SHV) 4.81%
Ishares Cohen & Steers Reit Etf (ICF) 3.20%
Ishares Tips Bond Etf (TIP) 2.40%
% of Total Holdings 100.00%

Sector Breakdown

Geographic Breakdown

Best Fit Growth & Income Funds

See full rankings for Growth & Income Funds