Core Portfolios

A Portfolio that meets your needs

Find your Portfolio soulmate

Balanced Income Portfolio

Low to medium risk

If stability is your thing, this Portfolio could be the one for you.

With 70% in bonds, this is the least risky Portfolio of the bunch. The other 30% is invested in stocks, which provide growth potential. It’s designed to be a safer bet with more modest returns for the more risk-averse.

The best time to invest is now

Start with as little as $25
Global diversification
Low Portfolio costs Footnote 2
Automatic contributions
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Want to speak to an Investment Funds Advisor?

We’re here for you if you need us Monday to Friday, 8 am – 8 pm ET.

We’re closed on holidays.

1-877-464-5678
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Interested in our other funds?

Global ETF Portfolios
Simple, low-cost global investing.
Socially Responsible Global Portfolios
The newest addition to our Investment Fund family.
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