NTSX - AOR: Not The Most Capital-Efficient 60/40 ETF
2024-01-29 18:46:29 ET
Summary
- iShares Core Growth Allocation ETF has a 60/40 allocation in global equities and bonds through ETFs.
- Exposure to foreign securities implies some currency risk, which has been detrimental since the fund’s inception in 2008.
- Among competitors, WisdomTree U.S. Efficient Core Fund implements a 60/40 strategy with a 1.5 leveraging factor and about 98% of assets in U.S. issuers.
AOR strategy
iShares Core Growth Allocation ETF (AOR) started investing operations on 11/04/2008 and tracks the S&P Target Risk Growth Index. It is a fund of funds, with 7 holdings, a 12-month trailing yield of 2.50%, and a net expense ratio of 0.15%. Distributions are paid quarterly....
AOR: Not The Most Capital-Efficient 60/40 ETF