IDEV - AOR: A Balanced Portfolio But Not Growth Oriented
2024-06-10 23:07:04 ET
Summary
- iShares Core Growth Allocation ETF has a balanced portfolio of fixed income and equity funds.
- AOR has yet to reach its price peak from late 2021, while the S&P 500 index has already surpassed its peak.
- AOR is not a growth-oriented fund and is likely to underperform the S&P 500 index in the long run.
ETF Overview
iShares Core Growth Allocation ETF ( AOR ) has a balanced portfolio of funds that include fixed income, U.S. and international equity funds. AOR has underperformed the S&P 500 index in the past, as the fund itself is not as growth-oriented as its full name suggests. Fortunately, the fund has less downside risk than the S&P 500 index due to its exposure to fixed income. This fund is suitable for investors that desire safety over performance. However, investors with a long-term investment horizon that desire higher performance than the S&P 500 index should seek other funds instead....
AOR: A Balanced Portfolio But Not Growth Oriented