iShares Core Growth Allocation ETF (AOR)

45.35
as of: 10/12/18
D Fund
Sector
Fund TypeETF
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
iShares Core Growth Allocation ETF 7 0.54 9.78% -3.57% 0.11%
U.S. Large Cap 12 0.99 17.44% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Return
Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 6.56% 11.39% -4.83%
Year-to-Date 9.78% 17.44% -7.66%
1 Year 4.03% 11.77% -7.74%

Risk, Fees & Styles

(as of 9/30/2018)
RISK PROFILE Help

Fund's Risk

7%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 7% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.11%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$144

Real cost (fees + lost compounding)

$178

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
94%

Return in excess of styles
(over past year)
0.18%

  • SECTOR
  • U.S. Equities - Growth
  • U.S. Equities - Core
  • U.S. Equities - Value
  • International Equities
  • Alternative Assets
  • Bonds - U.S. Govt.
  • Bonds - Credit & Intl.