Equity Building Block — US Large-Cap Core
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-01-16
AI insights
Generate a briefing on positioning, performance, and risk for Equity Building Block — US Large-Cap Core.
Track record
Cumulative return · simulated
Jul 2026 Model +13.2% · Benchmark +15.1%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · Broad Equity Market Index
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.1% | +0.0% | +0.1% |
| 3M | +1.8% | +1.8% | +0.0% |
| YTD | +2.3% | +2.6% | -0.3% |
| 1Y | +6.5% | +7.3% | -0.8% |
| 3Y | +9.0% | +9.6% | -0.6% |
| 5Y | +2.5% | +2.8% | -0.3% |
| Since inception | +3.2% | +2.8% | +0.4% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks to complete or complement a core allocation with a focused, high-conviction equity sleeve.
- Purpose
- Completion sleeve
- Characteristics
- Active implementationTaxable fixed income coreUS Large-Cap Core risk postureQuarterly rebalance review
- Inception
- 2020-07-01
- Net expense
- 0.33%
- Estimated yield
- 1.10%
- Turnover
- 17.3%
Asset class allocation
Across all sleeves · 5 holdings
- Equity100.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Model Viewpoint — Equity Building Block — US Large-Cap Core
Model Viewpoint · 2026-06-16
Factsheet — Equity Building Block — US Large-Cap Core
Factsheet · 2026-02-18
Trade Update — Equity Building Block — US Large-Cap Core
Trade Update · 2026-01-17