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AOM:NYSE Arca

iShares S&P Moderate Allocation Fund – AOM ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
33.42-0.19 (-0.57%)29.93 - 33.7726.4 thousand

Market data as of 3:59PM 05/22/13. Quotes are delayed by at least 15 min.

Overview - AOM

The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Target Risk Moderate 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 a "moderate" target risk allocation strategy as defined by S&P.

Today | 1 Week | 1 Month | 3 Month | 1 Year

Open33.65
Previous Close33.61
Day's Range33.39 - 33.77
Avg Volume (10 Day)24.7K
Total Assets$187.59M
Expense Ratio0.45%
Yield (Trailing 12 Mo.)2.16%
Fund Inception11/04/2008

Trailing Total Returns - AOM

as of 04/30/2013
TimeframeAOMS&P 500Moderate Allocation
1 Month1.58%1.93%1.67%
3 Month3.28%7.18%3.50%
Year-to-Date5.11%12.74%6.49%
1 Year8.87%16.89%9.36%
3 Year6.96%12.80%8.48%
5 Year--5.21%4.14%
10 Year--7.88%--
Since Inception8.19%10.38%--

Top Ten Holdings - AOM

as of 04/30/2013
CompanyYTD Return% of Assets
AGG--26.00%
IVV--21.06%
SHV--15.63%
EFA--13.06%
HYG--7.71%
TIP--7.59%
IJH--5.19%
EEM--2.02%
IJR--1.61%

Valuation & Growth - AOM

as of 04/30/2013
ValuationAOMCategory Range
Price/Earnings15.45
Price/Book1.91
Price/Sales1.16
Price/Cash Flow9.01
Dividend Yield2.42
LT Earnings9.97
Historical Earnings14.55
Sales Growth-11.2
Cash-Flow Growth-8.36
Book-Value Growth-10.04
Key:  Lo 
 Hi

Morningstar Summary - AOM, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskLow
ReturnBelow Avg
Key:  Lo 
 Hi

Risk Analysis - AOM, 3 Year

Beta0.64
Standard Deviation6.32
Alpha1.10
Sharpe Ratio1.08
Mean7.19
R-Squared98.46

Tax Analysis - AOM, 3 Year Avg

Pretax Return6.96%
Tax-adjusted Return6.30%
Tax Cost Ratio0.62%
Potential Cap Gains9.12%

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