Principal Investment Strategy. The portfolio invests substantially all of its assets in the iShares MSCI EAFE Minimum Volatility ETF. The underlying index has been developed by MSCI and measures the performance of international equity securities that in the aggregate have lower volatility. The underlying index includes stocks from Europe, Australasia, and the Far East. The iShares MSCI EAFE Minimum Volatility ETF uses a representative sampling strategy in seeking to track the underlying index. iShares MSCI Emerging Markets Minimum Volatility Portfolio Fixed Income U.S. Equities Int'l Equities Real Estate Investment Objective The portfolio seeks to track the investment results of an index composed of emerging market equities that, in the aggregate, have lower volatility characteristics relative to the broader emerging equity markets, the MSCI Emerging Markets Minimum Volatility Index (the portfolio’s underlying index). Principal Investment Strategy The portfolio invests substantially all of its assets in the iShares MSCI Emerging Markets Minimum Volatility ETF. The underlying index has been developed by MSCI and measures the performance of equity securities in global emerging markets that in the aggregate have lower volatility. The iShares MSCI Emerging Markets Minimum Volatility ETF uses a representative sampling strategy in seeking to track the underlying index. iShares MSCI ACWI ex US Portfolio Fixed Income U.S. Equities Int'l Equities Real Estate Investment Objective The portfolio seeks to track the investment results of an index composed of large- and mid-capitalization non-U.S. equities, the MSCI All Country World Index ex USA (the portfolio’s underlying index). Principal Investment Strategy The portfolio invests substantially all of its assets in the iShares MSCI ACWI ex U.S. ETF. It is a capitalization-weighted index that aims to capture 85% of the (publicly available) total market capitalization. Component companies are adjusted for available float and must meet objective criteria for inclusion to the index, taking into consideration unavailable strategic shareholdings and limitations to foreign ownership. The iShares MSCI ACWI ex. U.S. ETF uses a representative sampling strategy in seeking to track the underlying index. iShares Core U.S. Aggregate Bond Portfolio Fixed Income U.S. Equities Int'l Equities Real Estate Investment Objective The portfolio seeks to track the investment results of an index composed of the total U.S. investment-grade bond market, the Barclays U.S. Aggre...
Principal Investment Strategy. The index, the S&P Total Market Index, consists of all U.S. common equities listed on the New York Stock Exchange (including NYSE Arca, Inc. and NYSE MKT), the NASDAQ Global Select Market, the NASDAQ Global Market, the NASDAQ Capital Market and the Cboe BZX Exchange, Inc. (formerly known as BATS Exchange, Inc.). The securities in the index are weighted based on the total float-adjusted market value of their outstanding shares. Securities with higher total float-adjusted market value have a larger representation in the index. iShares Core MSCI EAFE ETF Investment Objective The iShares Core MSCI EAFE ETF seeks to track the investment results of an index composed of large-, mid- and small-capitalization developed market equities, excluding the U.S. and Canada. Principal Investment Strategy The index, the MSCI EAFE IMI Index, has been developed by MSCI Inc. as an equity benchmark for international stock performance. The index is designed to measure large-, mid- and small-capitalization equity market performance and includes stocks from Europe, Australasia and the Far East. iShares Core MSCI Emerging Markets ETF Investment Objective The iShares Core MSCI Emerging Markets ETF seeks to track the investment results of an index composed of large-, mid- and small-capitalization emerging market equities. Principal Investment Strategy The index, the MSCI Emerging Markets Investable Market Index, is designed to measure large-, mid- and small-cap equity market performance in the global emerging markets. iShares Core U.S. REIT ETF Investment Objective The iShares Core U.S. REIT ETF seeks to track the investment results of an index composed of U.S. real estate equities. Principal Investment Strategy The index, the FTSE NAREIT Equity REITs Index, measures the performance of U.S. listed equity real estate investment trusts (“REITs”), excluding infrastructure REITs, mortgage REITs, and timber REITs. iShares Core MSCI Total International Stock ETF Investment Objective The iShares Core MSCI Total International Stock ETF seeks to track the investment results of an index composed of large-, mid- and small-capitalization non-U.S. equities. Principal Investment Strategy The index, the MSCI ACWI ex USA IMI, is a free float-adjusted market capitalization index designed to measure the combined equity market performance of developed and emerging markets countries, excluding the U.S. The index may include large-, mid- or small-capitalization companies.
Principal Investment Strategy. The iShares College Portfolio currently intends to hold 100% of its assets in Underlying Investments that invest primarily in Fixed Income. Fixed Income U.S. Equities Int'l Equities Real Estate iShares 2018 College Portfolio Investment Objective The portfolio is designed for investors expecting to begin withdrawing assets around the year 2018. Principal Investment Strategy The iShares 2018 College Portfolio currently intends to hold about 24% of its assets in Underlying Investments that invest primarily in U.S. Equities, 9% of its assets in Underlying Investments that invest primarily in International Equities, 1% of its assets in Underlying Investments that invest primarily in Real Estate, and the remaining 66% of its assets in Underlying Investments that invest primarily in Fixed Income. This asset allocation is adjusted quarterly. iShares 2021 College Portfolio Fixed Income U.S. Equities Int'l Equities Real Estate Investment Objective The portfolio is designed for investors expecting to begin withdrawing assets around the year 2021. Principal Investment Strategy The iShares 2021 College Portfolio currently intends to hold about 33% of its assets in Underlying Investments that invest primarily in U.S. Equities, 15% of its assets in Underlying Investments that invest primarily in International Equities, 2% of its assets in Underlying Investments that invest primarily in Real Estate, and the remaining 50% of its assets in Underlying Investments that invest primarily in Fixed Income. This asset allocation is adjusted quarterly. iShares 2024 College Portfolio Fixed Income U.S. Equities Int'l Equities Real Estate Investment Objective The portfolio is designed for investors expecting to begin withdrawing assets around the year 2024. Principal Investment Strategy The iShares 2024 College Portfolio currently intends to hold about 37% of its assets in Underlying Investments that invest primarily in U.S. Equities, 20% of its assets in Underlying Investments that invest primarily in International Equities, 6% of its assets in Underlying Investments that invest primarily in Real Estate, and the remaining 37% of its assets in Underlying Investments that invest primarily in Fixed Income. This asset allocation is adjusted quarterly. Fixed Income U.S. Equities Int'l Equities Real Estate iShares 2027 College Portfolio Investment Objective The portfolio is designed for investors expecting to begin withdrawing assets around the year 2027. Principal Investment Strategy The ...
Principal Investment Strategy. The iShares Conservative Portfolio currently intends to hold about 12% of its assets in Underlying Investments that invest primarily in U.S. Equities, 3% of its assets in Underlying Investments that invest primarily in International Equities, and the remaining 85% of its assets in Underlying Investments that invest primarily in Fixed Income. This asset allocation is reviewed and may be updated annually. iShares Fixed Income Portfolio Fixed Income U.S. Equities Int'l Equities Real Estate Investment Objective The portfolio is designed for investors seeking income and capital preservation. Principal Investment Strategy The iShares Fixed Income Portfolio initially intends to hold about 100% of its assets in Underlying Investments that invest primarily in Fixed Income. This asset allocation is reviewed and may be updated annually. CUSTOM iSHARES PORTFOLIOS With Custom iShares Portfolios, you can select among sixteen individual Portfolios to design your own personalized investment mix, or to complement your Year-of-Enrollment or Asset Allocation Portfolio selections. Each Custom iShares Portfolio invests substantially all of its assets in a single iShares ETF Underlying Investment. Each Custom iShares Portfolio may also hold money market funds, such as the BlackRock Cash Funds. CUSTOM iSHARES PORTFOLIO ASSET CLASS UNDERLYING INVESTMENT(S) iShares Xxxxxxx 1000 Portfolio U.S. Equities (Large Cap) iShares Xxxxxxx 1000 ETF iShares Xxxxxxx 2000 Portfolio U.S. Equities (Small Cap) iShares Xxxxxxx 2000 ETF iShares Core High Dividend Equity Portfolio U.S. Equities iShares Core High Dividend ETF iShares Xxxxx & Steers REIT Portfolio Real Estate iShares Xxxxx & Steers REIT ETF iShares MSCI EAFE Portfolio International Equities (Developed Markets) iShares MSCI EAFE ETF iShares MSCI Emerging Markets Portfolio International Equities (Emerging Markets) iShares MSCI Emerging Markets ETF iShares MSCI EAFE Minimum Volatility Portfolio International Equities (Developed Markets) iShares MSCI EAFE Minimum Volatility ETF iShares MSCI Emerging Markets Minimum Volatility Portfolio International Equities (Emerging Markets) iShares MSCI Emerging Markets Minimum Volatility ETF iShares MSCI ACWI ex US Portfolio International Equities iShares MSCI ACWI ex U.S. ETF iShares Core U.S. Aggregate Bond Portfolio Fixed Income iShares Core U.S. Aggregate Bond ETF iShares TIPS Bond Portfolio Fixed Income iShares TIPS Bond ETF iShares 20+ Year Treasury Bond Portfolio Fixed Income iShares 20+ Year Tr...
Principal Investment Strategy. The portfolio invests substantially all of its assets in the iShares 1-3 Year Credit Bond ETF. The underlying index measures the performance the investment grade corporate debt and sovereign, supranational, local authority and non-US agency bonds that are U.S. dollar denominated. The index includes investment grade U.S. credit securities that have a remaining maturity of greater than or equal to 1 year and less than 3 years and have more than $250 million or more of outstanding face value. The iShares 1-3 Year Credit Bond ETF uses a representative sampling strategy in seeking to track the underlying index. Fixed Income U.S. Equities Int'l Equities Real Estate iShares iBoxx $ Investment Grade Corporate Bond Portfolio Investment Objective The portfolio seeks to track the investment results of an index composed of U.S. dollar-denominated, investment-grade corporate bonds, the iBoxx $ Liquid Investment Grade Index (the portfolio’s underlying index). Principal Investment Strategy The portfolio invests substantially all of its assets in the iShares iBoxx $ Investment Grade Corporate Bond ETF. The underlying index is designed to provide a broad representation of the U.S. dollar-denominated liquid investment grade corporate bond market. The index is a rules-based index consisting of liquid, U.S-dollar denominated investment grade corporate bonds for sale in the U.S. There is no limit to the number of issues in the underlying index. The iShares iBoxx $ Investment Grade Corporate Bond ETF uses a representative sampling strategy in seeking to track the underlying index. iShares iBoxx $ High Yield Corporate Bond Portfolio Fixed Income U.S. Equities Int'l Equities Real Estate Investment Objective The portfolio seeks to track the investment results of an index composed of U.S. dollar-denominated, high yield corporate bonds, the iBoxx $ Liquid High Yield Index (the portfolio’s underlying index). Principal Investment Strategy The portfolio invests substantially all of its assets in the iShares iBoxx $ High Yield Corporate Bond ETF. The underlying index is designed to provide a broad representation of the U.S. dollar-denominated liquid high yield corporate bond market. The index is a rules-based index consisting of liquid, U.S.- dollar denominated investment grade corporate bonds for sale in the U.S. There is no limit to the number of issues in the underlying index. The iShares iBoxx $ High Yield Corporate Bond ETF uses a representative sampling strategy in seeking to trac...
Principal Investment Strategy. The Fund invests primarily in the stocks of small- and medium-size U.S. companies. Xxxxxx U.S. Smaller Companies generally invests in stocks of companies with market capitalizations of less than $5 billion at the time of purchase. As long as a stock continues to meet the Fund's other investment criteria, the Fund may choose to hold the stock even if it grows beyond an arbitrary capitalization limit. Xxxxxx U.S. Smaller Companies believes that these smaller companies, which are not as well known by financial analysts, may offer higher return potential than the stocks of larger companies. Xxxxxx U.S. Smaller Companies typically looks for companies with: A strong business franchise that offers growth potential. Products and services that give the company a competitive advantage. A stock price that the Fund's adviser believes is reasonable relative to the assets and earning power of the company. Under normal circumstances, Xxxxxx U.S. Smaller Companies invests at least 80% of its net assets (plus any borrowings for investment purposes), at market value at the time of investment, in companies with total stock market capitalizations of $5 billion or less. Likewise, under normal market conditions, Xxxxxx U.S. Smaller Companies invests at least 80% of its net assets (plus any borrowings for investment purposes) in domestic securities. The portfolio manager may sell a portfolio holding if the security reaches the portfolio manager's price target or if the company has a deterioration of fundamentals such as failing to meet key operating benchmarks. The portfolio manager may also sell a portfolio holding to fund redemptions. Temporary Defensive Positions At times, CWAM may determine that adverse market conditions make it desirable to temporarily suspend the Fund's normal investment activities. During such times, the Fund may, but is not required to, invest in cash or high-quality, short-term debt securities, without limit. Taking a temporary defensive position may prevent the Fund from achieving its investment goal. Hedging Strategies The Fund may enter into a number of hedging strategies, including those that employ futures and options, to gain or reduce exposure to particular securities or markets. These strategies, commonly referred to as derivatives, involve the use of financial instruments whose values depend on, or are derived from, the value of an underlying security, index or currency. The Fund may use these strategies to adjust the Fund's sensitivity to chan...
Principal Investment Strategy. The iShares College Portfolio currently intends to hold 100% of its assets in Underlying Investments that invest primarily in Fixed Income. iShares 2024 College Portfolio
Principal Investment Strategy. The iShares 2039 College Portfolio currently intends to hold about 48% of its assets in Underlying Investments that invest primarily in U.S. Equities, 33% of its assets in Underlying Investments that invest primarily in International Equities, 18% of its assets in Underlying Investments that invest primarily in Real Estate, and the remaining 1% of its assets in Underlying Investments that invest primarily in Fixed Income. This asset allocation is adjusted quarterly. The allocation percentages referenced above may not add to, or may exceed, 100% due to rounding.
Principal Investment Strategy. The iShares Conservative Portfolio currently intends to hold about 14% of its assets in Underlying Investments that invest primarily in U.S. Equities, 5% of its assets in Underlying Investments that invest primarily in International Equities, and the remaining 81% of its assets in Underlying Investments that invest primarily in Fixed Income. This asset allocation is reviewed and may be updated annually. iShares Fixed Income Portfolio Investment Objective The portfolio is designed for investors seeking income and capital preservation.
Principal Investment Strategy. The portfolio invests substantially all of its assets in the iShares Short-Term Corporate Bond ETF. The underlying index consists of investment-grade corporate bonds that have a remaining maturity of greater than or equal to one year and less than five years and have $250 million or more of outstanding face value. In addition, the securities in the underlying index must be denominated in U.S. dollars and must be fixed-rate. Excluded from the underlying index are equity-linked securities, securities in legal default, hybrid securitized corporate bonds, Eurodollar bonds (U.S. dollar-denominated securities not issued in the U.S. domestic market), taxable and tax- exempt U.S. municipal securities and dividends-received-deduction-eligible securities. The iShares Short-Term Corporate Bond ETF uses a representative sampling strategy in seeking to track the underlying index.”
