Conservative Investors May Be Well-Served By AOK

The iShares Core 30/70 Conservative Allocation ETF offers a globally diversified, income-focused portfolio with a 70% bond and 30% equity split. AOK has consistently outperformed its category, earning top-quartile Morningstar rankings in 6 of the last 7 years and a four-star risk-adjusted rating. The ETF's low 0.15% management fee, further reduced by a temporary waiver, enhances its appeal for conservative investors seeking simplicity and cost efficiency.

Seeking Alpha • Dec 9, 2025

The Best ETF to Hold in Uncertain Times

Next year could prove volatile for equity markets. The iShares Core 30/70 Conservative Allocation ETF provides a heavy dosage of fixed income.

The Motley Fool • Dec 4, 2025

Should You Invest in Multi-Asset ETFs Now?

Volatile markets revive interest in multi-asset ETFs like AOR, AOA, AOM, AOK and MDIV for balanced growth, income and diversification.

Zacks Investment Research • May 23, 2025

AOK: With The Yield Curve Shift Lower, This ETF Is Now A Hold (Rating Downgrade)

The iShares Core Conservative Allocation ETF is a balanced fund suitable for conservative investors. AOK has a significant overweight in fixed income, primarily through IUSB and IAGG. The recent decline in intermediate rates has benefited AOK's performance.

Seeking Alpha • Sep 21, 2024

AOK: A One-Stop Fund For Conservative Investors

iShares Core Conservative Allocation ETF is a convenient, automatically rebalancing fund that provides exposure to global equity and fixed-income markets. The AOK ETF includes a mix of fixed income and equity funds, with a conservative risk profile and minimal drawdown potential for conservative investors. AOK offers a simple, cost-effective solution for building a diversified core portfolio, but may underperform more growth-focused solutions in the long term due to reduced equity exposure.

Seeking Alpha • Jul 19, 2024

AOK: Worst May Be Behind

The iShares Core Conservative Allocation ETF (AOK) is a stock-and-bond fund with a large allocation to bonds and a smaller allocation to equity funds. AOK outperformed the S&P 500 in terms of efficient returns through 2021, but things have taken a turn for the worse. AOK struggled in 2022 due to high inflation and rising interest rates, but there are signs that it may recover.

Seeking Alpha • Apr 2, 2024

AOK: A Retired Investor's 401k Aggregator

The iShares Core Conservative Allocation ETF is a 70% fixed income, 30% equities fund that seeks to track the performance of a conservative stock-bond allocation strategy. The fund's composition includes fixed income ETFs such as the iShares Core Total USD Bond Market ETF and the iShares Core International Aggregate Bond ETF. Buying fixed income at the current macroeconomic juncture is seen as a viable option, with rate cuts priced in for 2024 and the potential for positive price performance.

Seeking Alpha • Jan 18, 2024

An ETF Retirement Portfolio for 2024

Here is a retirement portfolio for the year 2024 that investors can pursue.

Zacks Investment Research • Jan 10, 2024

AOK: Just Buy IVV And IUSB Instead

AOK is another one of these ETFs that make you pay for no value-add, where its performance is mostly dictated by a combination of two lower maintenance ETFs. While AOK would benefit from peak rates, which we think is definitely coming soon, buying IUSB and IVV in the proportions that AOK owns them is cheaper.

Seeking Alpha • May 9, 2023

ETFs to Win/Lose if U.S. Defaults on Debt

The US government could run out of funds to pay its bills as early as June 1st if the debt ceiling is not raised by Congress, according to Treasury Secretary Janet Yellen.

Zacks Investment Research • May 3, 2023