Target Income built with BlackRock

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Target Income built with BlackRock

The Target Income built with BlackRock portfolio is designed to help you limit market volatility, preserve wealth, and generate income. There are four options (Core, Moderate, High, and Aggressive Income), each consisting of 100% bonds focusing on generating income, and should be selected based on your risk tolerance. While bond volatility is substantially lower than that of stocks, investing in bonds is not without risk. Each target portfolio takes on a corresponding increase in risk. This strategy is actively managed by one of the largest asset managers in the world and available dividends are reinvested.

Who it's for
Investors looking for an alternative to a cash account who are willing to take on some risk to potentially generate and reinvest yield
Holdings Based on the Aggressive portfolio allocation

Allocations as of Sept. 3, 2025

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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