Model Portfolios

For investors with more than one goal – such as preserving assets while seeing growth over time – a balanced portfolio might be a good option. A balanced fund includes bonds, which are typically less volatile but which have historically offered lower returns, and stocks, which are typically more volatile, but which have historically offered higher returns.

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Fixed Income 70.0%
Equity 30.0%
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Fixed Income 50.0%
Equity 50.0%
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Fixed Income 30.0%
Equity 70.0%

Data shown is for informational purposes only, does not represent an actual account, and is not the result of any actual trading. This information should not be relied upon as research, investment advice or a recommendation regarding the iShares Funds or any security in particular. This information is subject to change. Actual investment outcomes may vary.