Equity Building Block — US Small-Mid Complete
Equity Building BlockEquity Building Blocks100% Equity · Active implementation · Last reviewed 2026-02-17
AI insights
Generate a briefing on positioning, performance, and risk for Equity Building Block — US Small-Mid Complete.
Track record
Cumulative return · simulated
Jul 2026 Model +24.3% · Benchmark +20.2%
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 | -0.3% | -0.4% | +0.1% |
| 3M | +1.8% | +1.6% | +0.1% |
| YTD | +8.0% | +8.4% | -0.3% |
| 1Y | +9.6% | +10.0% | -0.4% |
| 3Y | +8.0% | +7.1% | +0.9% |
| 5Y | +4.4% | +3.8% | +0.7% |
| Since inception | +5.0% | +4.5% | +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 Small-Mid Complete risk postureQuarterly rebalance review
- Inception
- 2021-08-01
- Net expense
- 0.47%
- Estimated yield
- 1.10%
- Turnover
- 20.0%
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
Factsheet — Equity Building Block — US Small-Mid Complete
Factsheet · 2026-03-21
Trade Update — Equity Building Block — US Small-Mid Complete
Trade Update · 2026-02-20
Model Viewpoint — Equity Building Block — US Small-Mid Complete
Model Viewpoint · 2026-01-19