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Designed to mirror a benchmark, the iShares Core 60/40 Balanced Allocation ETF invests in a blend of equity and fixed income instruments through underlying funds. Its objective is to capture the returns of an investment strategy balancing growth opportunities with a predefined risk profile.
Is AOR's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
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.
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.
iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR - Get Free Report)'s share price reached a new 52-week high during mid-day trading on Friday. The stock traded as high as $67.72 and last traded at $67.68, with a volume of 17695 shares. The stock had previously closed at $67.11. iShares Core 60/40 Balanced Allocation ETF
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