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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 Oct 31, 2019
Name Weight (%)
ISHARES FLOATING RATE NOTE FUND USD 2.1
ISHARES HIGH YIELD CORPORATE BOND 2.06
UNITED STATES TREASURY 1.96
POWERSHARES SENIOR LOAN PORTFOLIO 1.32
VANECK VECTORS JP MORGAN EM LOCAL CURRENCY BD ETF 0.79
Name Weight (%)
JPMORGAN CHASE & CO 0.4
CONNECT US FINCO LLC 0.34
ISHARES JPMORGAN USD EMERGING MARKETS BOND FUND 0.31
BANK OF AMERICA CORP 0.3
INFOR US INC 0.3
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 Nov 20, 2019
Name Weight (%)
BLK CSH FND TREASURY SL AGENCY 1.35
ALTICE FRANCE SA (FRANCE) 144A 0.67
SPRINT CORP 0.55
TRANSDIGM INC 144A 0.53
BAUSCH HEALTH COMPANIES INC 144A 0.4
Name Weight (%)
CCO HOLDINGS LLC 144A 0.39
CHS/COMMUNITY HEALTH SYSTEMS INC 0.38
DIAMOND SPORTS GROUP LLC/DIAMOND S 144A 0.37
TENET HEALTHCARE CORPORATION 0.37
1011778 BC UNLIMITED LIABILITY CO 144A 0.36
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 Nov 20, 2019
Name Weight (%)
BLK CSH FND TREASURY SL AGENCY 7.15
CHARTER COMMUNICATIONS OPERATING L 1.55
ACTAVIS FUNDING SCS 1.5
CVS HEALTH CORP 1.38
ABBVIE INC 0.98
Name Weight (%)
BROADCOM CORPORATION/BROADCOM CAYM 0.96
FORD MOTOR CREDIT COMPANY LLC 0.94
FORDR_19-C A2B 0.88
OCCIDENTAL PETROLEUM CORPORATION 0.84
GENERAL MOTORS FINANCIAL CO INC 0.8
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 Oct 31, 2019
TOP HOLDINGS as of Oct 31, 2019
Name Weight (%)
ENTERPRISE PRODUCTS PARTNERS UNITS 0.43
ENERGY TRANSFER UNITS 0.4
PLAINS ALL AMERICAN PIPELINE UNITS 0.35
MAGELLAN MIDSTREAM PARTNERS UNITS 0.32
MPLX COMMON UNITS 0.32
Name Weight (%)
JPMORGAN CHASE & CO - ELN 0.3
CITIGROUP INC - ELN 0.29
JOHNSON & JOHNSON - ELN 0.29
MASTERCARD INC CLASS A - ELN 0.28
MERCK & CO INC - ELN 0.28
Name Weight (%)
ISHARES IBOXX HIGH YIELD CORP BOND 4.13
ISHARES IBOXX $ INV GRADE CORPORAT 1.47
ISHARES MBS ETF 0.99
ALIGNED ENERGY DATA CENTERS CML Prvt 0.31
TRANSCANADA TRUST 5.875 08/15/2076 0.31
Name Weight (%)
STATE STREET CORP 3.1185 06/15/2037 0.3
TRANSDIGM INC 144A 6.25 03/15/2026 0.28
WESTPAC BANKING CORP. (NEW ZEALAND 5 12/31/2049 0.28
HOUSTON CENTER (BSREP II HOUSTON) CML Prvt 0.27
DANSKE BANK A/S RegS 7 12/31/2049 0.25