Value Tilt

The Value Tilt portfolio is globally diversified with a tilt toward undervalued U.S. companies for investors who understand the potential benefits and risks of investing more heavily in value stocks. It features a broad collection of exchange-traded funds (ETFs) made of thousands of stocks and bonds from around the world.
Who it's for
Investors who understand the potential benefits and risks of investing more heavily in value stocks
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Holdings Based on an allocation of 90% stocks, 10% bonds

Additional Resources

Value Tilt Portfolio Disclosure

Allocations as of April 2, 2024


This portfolio strategy has 101 different allocation options, from 0% bonds to 100% stocks. The 90% stock, 10% bond portfolio has been selected to display holdings. Different allocations will have different weights of each asset class. Betterment may recommend a different allocation based on various goal inputs tailored to each client, including the time horizon for your goal with the longest period starting at 90% stocks. 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-smart tools.

    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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