HNDL - AOM Vs. Other Tactical ETFs: An Actively Managed Fund Stands Out
2024-01-25 05:40:56 ET
Summary
- iShares Core Moderate Allocation ETF is a fund of funds with a 40/60 allocation model in global equity and bond indexes.
- Its exposure to foreign securities is about 25%, which implies some currency risk.
- In a comparison with a few multi-asset tactical ETFs, the best performer is an actively managed fund holding U.S. stocks and bond futures.
AOM strategy
iShares Core Moderate Allocation ETF (AOM) started investing operations on 11/04/2008 and tracks the S&P Target Risk Moderate Index. It is a fund of funds with a 12-month trailing yield of 2.79% and a net expense ratio of 0.15%. Distributions are paid quarterly....
AOM Vs. Other Tactical ETFs: An Actively Managed Fund Stands Out