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
| Holdings | Based on an allocation of 90% stocks, 10% bonds |
|---|---|
| U.S. Total Stock Market | 34.70% |
| U.S. Value Stocks - Large Cap | 16.90% |
| U.S. Value Stocks - Mid Cap | 2.30% |
| U.S. Value Stocks - Small Cap | 1.70% |
| Int'l Developed Market Stocks | 25.50% |
| Int'l Emerging Market Stocks | 8.90% |
| U.S. High Quality Bonds | 7.10% |
| Int'l Developed Market Bonds | 1.50% |
| Int'l Emerging Market Bonds | 1.40% |
| U.S. Short-Term High Quality Bonds | |
| U.S. Inflation-Protected Bonds | |
| U.S. Short-Term Treasuries |
Additional Resources
Value Tilt Portfolio DisclosureAllocations 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.
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