Skip to content

Generate Income

For individuals who rely on their investments for income, it’s important to allocate to both stocks and bonds. Taking a diversified approach with these investments can help investors seek consistent income for the long run, while potentially reducing risk in their portfolios.

  • Exploring different types of bond investments in addition to government bonds can help provide new sources of income.
  • As interest rates have risen, short-term bonds have become more attractive, providing investors with higher yields.
  • Investors looking to allocate to both stocks and bonds in one fund should consider multi-asset strategies.

You should work with a financial advisor before making investment decisions.

01 BMSIX

GET MORE WITH CREDIT

Credit Strategies Income Fund
DESIGNED FOR Diversifying bond investments
SENSITIVE TO Credit risk
TOP HOLDINGS as of Jun 28, 2019
Name Weight (%)
ISHARES FLOATING RATE NOTE FUND USD 2.65
UNITED STATES TREASURY 2.48
VANECK VECTORS JP MORGAN EM LOCAL CURRENCY BD ETF 1.91
POWERSHARES SENIOR LOAN PORTFOLIO 1.12
JPMORGAN CHASE & CO 1.11
Name Weight (%)
REFINITIV US HOLDINGS INC 0.67
BAUSCH HEALTH COMPANIES INC 0.62
CHINA EVERGRANDE GROUP 0.62
WELLS FARGO & COMPANY 0.61
TRANSDIGM INC 0.6
02 HYG

FOCUS ON HIGH YIELD

iShares iBoxx $ High Yield Corporate Bond ETF
DESIGNED FOR Income from high yield bonds
SENSITIVE TO Credit risk
Top Holdings as of Jul 19, 2019
Name Weight (%)
BLK CSH FND TREASURY SL AGENCY 1.15
ALTICE FRANCE SA (FRANCE) 144A 0.62
SPRINT CORP 0.54
TRANSDIGM INC 144A 0.5
BAUSCH HEALTH COMPANIES INC 144A 0.38
Name Weight (%)
CCO HOLDINGS LLC 144A 0.38
CHS/COMMUNITY HEALTH SYSTEMS INC 0.37
TENET HEALTHCARE CORPORATION 0.36
1011778 BC UNLIMITED LIABILITY CO 144A 0.35
INTELSAT JACKSON HOLDINGS SA 144A 0.34
03 NEAR

Seek less risk in short-term bonds

iShares Short Maturity Bond ETF
DESIGNED FOR Attractive income from short-term bonds
SENSITIVE TO Minimally sensitive to changes in market
or government interest rates
Top Holdings as of Jul 19, 2019
Name Weight (%)
BLK CSH FND TREASURY SL AGENCY 4.16
TREASURY NOTE 2.33
CHARTER COMMUNICATIONS OPERATING L 1.34
CVS HEALTH CORP 1.01
ABBVIE INC 0.96
Name Weight (%)
AMXCA_17-3 A 0.93
ACTAVIS FUNDING SCS 0.9
SHIRE ACQUISITIONS INVESTMENTS IRE 0.77
GENERAL MOTORS FINANCIAL CO INC 0.77
DUPONT DE NEMOURS INC 0.74
04 BIICX

Cast a wide net

Multi-Asset Income Fund
DESIGNED FOR Diversifying across asset classes
SENSITIVE TO Stock and bond market risks
Equity Fixed Income
TOP HOLDINGS as of Jun 28, 2019
TOP HOLDINGS as of Jun 28, 2019
Name Weight (%)
ENTERPRISE PRODUCTS PARTNERS UNITS 0.5
ENERGY TRANSFER UNITS 0.45
PLAINS ALL AMERICAN PIPELINE UNITS 0.45
MPLX COMMON UNITS 0.41
MAGELLAN MIDSTREAM PARTNERS UNITS 0.38
Name Weight (%)
PAYPAL HOLDINGS INC - ELN 0.32
COSTCO WHOLESALE CORP - ELN 0.29
HOME DEPOT INC - ELN 0.29
WALMART INC - ELN 0.29
BANK OF AMERICA CORP - ELN 0.28
Name Weight (%)
ISHARES IBOXX HIGH YIELD CORP BOND 4.3
ISHARES SHORT-TERM CORP BOND 1.45
STATE STREET CORP 3.41025 06/15/2037 0.36
WESTPAC BANKING CORP. (NEW ZEALAND 5 12/31/2049 0.35
ANDEAVOR LOGISTICS LP 6.875 12/31/2049 0.35
Name Weight (%)
MORGAN STANLEY 0.32
CREDIT SUISSE GROUP AG 144A 7.5 12/31/2049 0.31
TRANSCANADA TRUST 5.875 08/15/2076 0.31
GENERAL MOTORS FINANCIAL CO INC 5.75 12/31/2049 0.3
HOUSTON CENTER (BSREP II HOUSTON) Prvt 0.28