ETF overview
The iShares Core 40/60 Moderate Allocation ETF is engineered to closely follow the investment performance of a particular index. This index itself is constructed from a combination of underlying stock and bond funds, all designed to embody a moderate approach to investment risk allocation.
Fund facts
- Expense ratio
- 0.20%
- Fund assets
- 1.85B USD (all share classes)
- Issuer
- iShares
- Inception date
- Nov 4, 2008
- Number of holdings
- 33,902
Breakdown
Holdings (33,902)
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA | NVDA | 1.91% |
| APPLE | AAPL | 1.82% |
| MICROSOFT | MSFT | 1.46% |
| AMAZON.COM INC | AMZN | 0.91% |
| ALPHABET CLASS A | GOOGL | 0.75% |
| TAIWAN SEMICONDUCTOR MANUFACTURING | 2330.TW | 0.62% |
| ALPHABET CLASS C | GOOG | 0.60% |
| BROADCOM INC | AVGO | 0.60% |
| META PLATFORMS CLASS A | META | 0.59% |
| MICRON TECHNOLOGY | MU | 0.38% |
| and 33,889 more | ||
Similar ETFs
- iShares Core 60/40 Balanced Allocation ETFAOR · Overlap 70% · Expense ratio 0.20%
- iShares LifePath Target Date 2030 ETFITDB · Overlap 59% · Expense ratio 0.09%
- iShares LifePath Retirement ETFIRTR · Overlap 57% · Expense ratio 0.08%
- iShares Core 80/20 Aggressive Allocation ETFAOA · Overlap 53% · Expense ratio 0.19%
- iShares LifePath Target Date 2040 ETFITDD · Overlap 52% · Expense ratio 0.11%
- iShares LifePath Target Date 2045 ETFITDE · Overlap 47% · Expense ratio 0.11%
- iShares LifePath Target Date 2050 ETFITDF · Overlap 43% · Expense ratio 0.11%
- iShares Core Universal USD Bond ETFIUSB · Overlap 43% · Expense ratio 0.06%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
- Expense ratio
- 0.20%
- Fund assets
- 1.85B USD (all share classes)
- Issuer
- iShares
- Inception date
- Nov 4, 2008
- Number of holdings
- 33,902
| Name | Ticker | Weight |
|---|---|---|
| NVIDIA | NVDA | 1.91% |
| APPLE | AAPL | 1.82% |
| MICROSOFT | MSFT | 1.46% |
| AMAZON.COM INC | AMZN | 0.91% |
| ALPHABET CLASS A | GOOGL | 0.75% |
| TAIWAN SEMICONDUCTOR MANUFACTURING | 2330.TW | 0.62% |
| ALPHABET CLASS C | GOOG | 0.60% |
| BROADCOM INC | AVGO | 0.60% |
| META PLATFORMS CLASS A | META | 0.59% |
| MICRON TECHNOLOGY | MU | 0.38% |
| and 33,889 more | ||
The iShares Core 40/60 Moderate Allocation ETF is engineered to closely follow the investment performance of a particular index. This index itself is constructed from a combination of underlying stock and bond funds, all designed to embody a moderate approach to investment risk allocation.
- iShares Core 60/40 Balanced Allocation ETFAOR · Overlap 70% · Expense ratio 0.20%
- iShares LifePath Target Date 2030 ETFITDB · Overlap 59% · Expense ratio 0.09%
- iShares LifePath Retirement ETFIRTR · Overlap 57% · Expense ratio 0.08%
- iShares Core 80/20 Aggressive Allocation ETFAOA · Overlap 53% · Expense ratio 0.19%
- iShares LifePath Target Date 2040 ETFITDD · Overlap 52% · Expense ratio 0.11%
- iShares LifePath Target Date 2045 ETFITDE · Overlap 47% · Expense ratio 0.11%
- iShares LifePath Target Date 2050 ETFITDF · Overlap 43% · Expense ratio 0.11%
- iShares Core Universal USD Bond ETFIUSB · Overlap 43% · Expense ratio 0.06%
Overlap is the share of assets the two funds hold in common.
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