77Ask

Equity Building Block — US Large-Cap Core

Equity Building BlockEquity Building Blocks

100% Equity · Active implementation · Last reviewed 2026-01-16

Ask T. Rowe Price
ActiveConstruction v9Jan 2016 – Jul 2026Benchmark: Broad Equity Market Index
Back to Explore Models

AI insights

Generate a briefing on positioning, performance, and risk for Equity Building Block — US Large-Cap Core.

Implemented AUM

$12.6M

Across this model

Books & households

2

Live implementations

Avg. drift

2.3%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Status

Cross-book implementation health for this model

All implementations
On trackLast rebalance 2026-07-14 · Next window 2026-08-12

Books & households

Where this model is implemented

AccountAUMCustodianDriftStatus

Nguyen Profit-Share

Rebalanced 2026-01-14

$4.6MPershing1.4%On track

Bauer Charitable

Rebalanced 2026-03-18

$8.0MLPL3.1%Drift detected

Custodian and rebalance status are illustrative.

Trade execution history

Recent and scheduled rebalance activity

  • Quarterly rebalance

    2026-07-14

    US Large-Cap Growth, Core Bond

    $1.5M notionalExecuted

  • Tactical tilt

    2026-04-09

    International Core Equity

    $0.8M notionalExecuted

  • Q3 rebalance (scheduled)

    2026-08-12

    Pending sleeve review

    $1.3M notionalScheduled

Automated updates flow from the model construction version.

Connected implementation

Automated updates keep books in sync with model construction changes

Auto-sync

Enabled

Construction v-current pushes on next rebalance

Custodians connected

2

Across this model's books

Implementation status

On track

Roll-up across books

Prototype — connected custodian feeds are illustrative.