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Why Going Conservative Is 'AOK' in Markets

Why Going Conservative Is 'AOK' in Markets

Assessment

Interactive Video

Business

University

Practice Problem

Hard

Created by

Wayground Content

FREE Resource

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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