iShares S&P Aggressive AllocationAOA

Morningstar Rating

ETF Research and Analysis

by Michael Rawson, CFA
Suitability
IShares S&P Aggressive Allocation AOA is a one-stop fund that holds both equities and bonds, with a heavier weighting in equities given its aggressive orientation. It is intended to serve as an investor's core holding,  Read more 

Bull Case

This fund provides a complete, strategic asset-allocation plan with convenience at a low price.
This fund is ideal for those who don't have the time or experience to manage their own portfolio or research individual fund managers.
There are several funds in this family, each with different risk appetites, allowing investors to choose which one best suits their needs. Read more 

Bear Case

In a sense, this fund charges a premium for a very simple recipe that investors can recreate on their own.
By making the asset-allocation and investment decisions for you, this fund is inflexible to any individual needs of the investor. Read more 

First Name
Last Name
Email Address
Zip Code
Create Password
Verify Password
(6-15 characters; case sensitive)
What is your occupation or job title?
  • Select...
    • Your registration indicates agreement to the terms of use.
    Download analysis,research,report

    No Great Rotation Into Equity Funds Yet 
    Watch more 

    Premium Membership

    View all of our analyst reports with a free trial to Morningstar.com Premium.