Why Going Conservative Is 'AOK' in Markets

Why Going Conservative Is 'AOK' in Markets

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Interactive Video

Business

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The video discusses the iShares Core Conservative Allocation ETF, traded under the ticker AOK. It follows a conservative risk allocation strategy, investing 70% in bonds and 30% in equities. The fund includes sovereign, corporate, and mortgage debt, and has amassed $475 million in assets with a 0.25% expense ratio. Since its 2008 launch, AOK has returned nearly 70% and is rated positively by Bloomberg Intelligence, highlighting its proprietary weighting system.

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2 questions

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1.

OPEN ENDED QUESTION

3 mins • 1 pt

How much assets has the AOK ETF gathered?

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2.

OPEN ENDED QUESTION

3 mins • 1 pt

What has been the return percentage of AOK since its launch in 2008?

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