BlackRock Target Income

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
Holdings Based on the Moderate portfolio allocation
U.S. Short-Term Treasuries
SHV
2%
US High Quality Bonds
IEF
26%
U.S. Mortgage Backed Bonds
MBB
20%
U.S. Long-Term Treasuries
TLT
4%
U.S. Floating Rate Corporate Bonds 4%
U.S. Short-Term Corporate Bonds 27%
U.S. Short-Term High Yield Corporate Bonds 10%
U.S. High Yield Corporate Bonds 4%
U.S. Downgraded Bonds 3%

Allocations as of Sept. 30, 2022.

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.

Invested with benefits.

  • Tax savings.

    Automated and optimized tax strategies designed to help minimize tax impact on returns.

  • Lower costs.

    Keep more money in your portfolio with low-cost exchange-traded funds (ETFs) and our transparent pricing.

  • Adjusts automatically.

    Your investments are rebalanced as the market moves once at the minimum account balance, with dividends getting reinvested.

Be invested.

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