The Target Income portfolio is built on a diverse set of bonds to help avoid volatility in the stock market, preserve wealth, and generate income in retirement. We offer four different options that target increasingly higher levels of income, depending on the accepted risk level. Note: While bonds are substantially less volatile than stocks, investing in bonds is not without risk.
Who it's for
Retirement-focused investors looking to preserve their wealth
Allocations as of June 30, 2023.
This portfolio strategy has 4 different allocation options to choose from. The “Moderate Income” portfolio has been selected to show the underlying funds of the other portfolio allocations. Different allocations will have different weights of each asset class. This is not a recommendation to select the “Moderate Income” portfolio as individual client risk tolerance can vary. The holdings shown reflect the portfolio model for tax-deferred accounts, like IRAs or 401(k)s. Expect differences in taxable accounts.