This information is not personalized investment advice or an investment recommendation from BlackRock, and is intended for use only by a third party financial advisor, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for its own clients. Such financial advisors are responsible for making their own independent judgment as to how to use this information. BlackRock does not have investment discretion over or place trade orders for any portfolios or accounts derived from this information. Performance of any account or portfolio derived from this information may vary materially from the performance shown herein. There is no guarantee that any investment strategy illustrated will be successful or achieve any particular level of results. Please review the disclosures at the end of this document and consult your financial advisor for more information.
Carefully consider the Funds within the model portfolios' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing.
Investing involves risk, including possible loss of principal.
Asset allocation and diversification may not protect against market risk, loss of principal or volatility of returns.
For Financial Professionals: In the event that you subscribe to receive a BlackRock Research Model Portfolio, you will receive investment ideas from BlackRock in the form of a model portfolio. The information is designed to be utilized by you solely as a resource, along with other potential sources you consider, in providing advisory services to your clients. BlackRock’s Research Model Portfolios are not intended to constitute investment advice or investment recommendations from BlackRock. BlackRock is not responsible for determining the securities to be purchased, held and/or sold for your clients’ accounts, nor is BlackRock responsible for determining the suitability or appropriateness of a Research Model Portfolio or any securities included therein for any of your clients. BlackRock does not have investment discretion and does not place trade orders for any of your clients’ accounts. Information and other marketing materials provided to you by BlackRock concerning a Research Model Portfolio – including holdings, performance and other characteristics – may not be indicative of your client’s actual experience from investing in one or more of the funds included in the Research Model Portfolio. The Research Model Portfolios, allocations and data are subject to change.
For end users: Any model performance information included herein represents the performance of BlackRock’s Research Model Portfolios. The performance shown does not reflect the performance of model-based program accounts managed by your investment adviser utilizing BlackRock’s non-discretionary Research Model Portfolios. BlackRock’s Research Model Portfolios are not intended to constitute investment advice or investment recommendations from BlackRock. Your investment adviser may or may not implement BlackRock’s Model Research Portfolios in your account. The performance of your account may differ from the performance shown for a variety of reasons, including but not limited to: your investment adviser, and not BlackRock, is responsible for implementing trades in the accounts; differences in market conditions; client-imposed investment restrictions; the timing of client investments and withdrawals; fees payable; and/or other factors. BlackRock is not responsible for determining the suitability or appropriateness of a strategy based on BlackRock’s Research Model Portfolios. BlackRock does not have investment discretion and does not place trade orders for your account. This material has been created by BlackRock and the information included herein has not been verified by your investment adviser and may differ from information provided by your investment adviser. The Research Model Portfolios, allocations and data are subject to change.
The Funds within the model portfolios are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”).