BlackRock Target Income
The BlackRock Target Income portfolio is designed to help you limit market volatility, preserve wealth, and generate income. There are four options, each consisting of 100% bonds, targeting increasingly higher yields and should be selected based on your risk tolerance. While the volatility of bonds is substantially lower than that of stocks, investing in bonds is often not without risk. Getting more income from a specific target portfolio also means taking on more risk. This strategy is actively managed by one of the largest asset managers in the world and all dividends are automatically reinvested.
Who it's for
Investors looking for an alternative to a cash account that are willing to take on some risk to potentially generate and reinvest yield
| Holdings | Based on the Aggressive portfolio allocation |
|---|---|
| U.S. Short-Term Corporate Bonds | 24% |
| U.S. Mortgage Backed Bonds | 17% |
| US Corporate Multi-Factor Bonds | 13% |
| U.S. Short-Term High Yield Corporate Bonds | 10% |
| U.S. Floating Rate Bonds | 8% |
| U.S. Downgraded Bonds | 7% |
| U.S. Floating Rate Treasuries | 6% |
| U.S. High Quality Bonds | 4% |
| Global High Yield Bonds | 3% |
| U.S. High Yield Multi-Factor Bonds | 3% |
| Emerging Marketes Bonds | 3% |
| U.S. Short-Term Treasuries | 2% |
Additional Resources
BlackRock Target Income Portfolios DisclosureAllocations as of Feb. 7, 2024
This portfolio strategy has 4 different allocation options to choose from. The “Aggressive 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.
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