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Balanced Portfolio

Risk profile
Typical time horizon
Data as of

How this portfolio has performed

Average annual returns, sourced from iShares published performance data.

1 year
5 years (annualized)
10 years (annualized)

What's inside your portfolio

Think of this as your investment recipe. No ticker soup, just the actual ingredients.

Growth of a hypothetical $10,000

7.73% annualized over 10 years

Where your money goes (plain English edition)

Portfolio ingredient Weight What this does for you

Quick read before you invest