iShares Moderate Allocation ETF (AOM)

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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 Good
Bid/Ask Ratio Excellent
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 moderate target risk allocation strategy. The fund is a fund of funds. It generally invests primarily in the securities of other iShares underlying funds that themselves seek investment results corresponding to their own underlying index. The underlying funds invest primarily in distinct asset classes, such as large-, or mid-capitalization U.S. equity, emerging market securities, the aggregate bond market or the U.S. treasury bond market; each such asset class has its own risk profile.

Fund Snapshot Updated 07.22.2014

Previous Close $35.49 Expense Ratio 0.31%
YTD Return 4.62% Avg. 30-Day Volume 37,522
1-Year Return 9.4% Market Cap Loading...
Bid $35.48 Shares Outstanding 7,000,000
Ask $35.50 Dividends $0.69
Top 10 Holdings
Ishares Core U.S. Aggregate Bond Etf (AGG) 27.50%
Ishares Core S&P 500 Etf (IVV) 18.40%
Ishares Short Treasury Bond Etf (SHV) 15.26%
Ishares Msci Eafe Etf (EFA) 13.83%
Ishares Iboxx $ High Yield Corporate Bond Etf (HYG) 6.30%
Ishares S&P Small-Cap Fund (IJR) 5.44%
Ishares Msci Emerging Markets Etf (EEM) 4.67%
Ishares Tips Bond Etf (TIP) 3.53%
Ishares S&P Midcap Fund (IJH) 3.46%
Ishares Cohen & Steers Reit Etf (ICF) 1.59%
% of Total Holdings 100.00%

Sector Breakdown

Geographic Breakdown

Best Fit Growth & Income Funds

See full rankings for Growth & Income Funds