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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 Jan 31, 2020
Name Weight (%)
VANECK VECTORS JP MORGAN EM LOCAL CURRENCY BD ETF 2.31
ISHARES FLOATING RATE NOTE FUND USD 1.83
ISHARES HIGH YIELD CORPORATE BOND 1.79
UNITED STATES TREASURY 1.69
POWERSHARES SENIOR LOAN PORTFOLIO 1.32
Name Weight (%)
JPMORGAN CHASE & CO 0.72
CITIGROUP INC 0.53
CONNECT US FINCO LLC 0.38
SOTERA HEALTH HOLDINGS LLC 0.32
CLARIOS GLOBAL LP 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 Mar 3, 2020
Name Weight (%)
BLK CSH FND TREASURY SL AGENCY 1.51
ALTICE FRANCE SA (FRANCE) 144A 0.6
SPRINT CORP 0.56
TRANSDIGM INC 144A 0.51
CCO HOLDINGS LLC 144A 0.43
Name Weight (%)
CENTENE CORPORATION 144A 0.42
CCO HOLDINGS LLC 144A 0.39
BAUSCH HEALTH COMPANIES INC 144A 0.39
TEVA PHARMACEUTICAL FINANCE NETHER 0.37
1011778 BC UNLIMITED LIABILITY CO 144A 0.35
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 Mar 3, 2020
Name Weight (%)
BLK CSH FND TREASURY SL AGENCY 4.74
USD CASH 1.62
ACTAVIS FUNDING SCS 1.37
CHARTER COMMUNICATIONS OPERATING L 1.1
FORDF_19-3 A2 0.85
Name Weight (%)
FORD MOTOR CREDIT COMPANY LLC 0.85
GE CAPITAL INTERNATIONAL FUNDING C 0.77
OCCIDENTAL PETROLEUM CORPORATION 0.76
CHARTER COMMUNICATIONS OPERATING L 0.7
DUPONT DE NEMOURS INC 0.68
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 Jan 31, 2020
TOP HOLDINGS as of Jan 31, 2020
Name Weight (%)
ENTERPRISE PRODUCTS PARTNERS UNITS 0.4
METLIFE INC - ELN 0.39
ENERGY TRANSFER UNITS 0.39
PLAINS ALL AMERICAN PIPELINE UNITS 0.36
MAGELLAN MIDSTREAM PARTNERS UNITS 0.32
Name Weight (%)
LOCKHEED MARTIN CORP - ELN 0.31
MPLX COMMON UNITS 0.29
MONDELEZ INTERNATIONAL INC CLASS A - ELN 0.27
NORTHROP GRUMMAN CORP - ELN 0.27
DANAHER CORP - ELN 0.27
Name Weight (%)
ISHARES MBS ETF 5.76
ISHARES IBOXX $ INV GRADE CORPORAT 1.45
ISHARES SHORT-TERM CORP BOND 0.48
TRANSDIGM INC 144A 6.25 03/15/2026 0.3
HOUSTON CENTER (BSREP II HOUSTON) CML Prvt 0.26
Name Weight (%)
STATE STREET CORP 2.89363 06/15/2037 0.25
CREDIT SUISSE GROUP AG 144A 6.25 12/31/2049 0.24
BANK OF AMERICA CORP 6.25 12/31/2049 0.24
MORGAN STANLEY 0.23
TRANSCANADA TRUST 5.875 08/15/2076 0.23
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