XBAL – iShares Core Balanced ETF Portfolio – ETF Investment Strategy

Strategy

The fund seeks to provide long-term capital growth and income by investing primarily in one or more iShares ETFs that provide exposure to equity and/or fixed income securities. The fund is managed in accordance with a long-term strategic asset allocation of approximately 60% equity exposure and approximately 40% fixed income exposure.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
XBAL	iShares Core Balanced ETF Portfolio	ETF	Open			Jun 21, 2007	CA$3.52B	—	Low	—	CA$853.22M

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iShares Core Balanced ETF Portfolio XBAL Strategy

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