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.
Target allocation
Strategic weights at the asset class level
- 99.9% Equity
Construction rules
Equity Building Blocks · Active
Rebalance policy
Reviewed quarterly by the Asset Allocation Committee, with drift bands of ±3% at the asset class level and ±1.5% at the sleeve level.
Implementation
Actively managed T. Rowe Price strategies across every sleeve.
Tax treatment
Taxable fixed income core; best suited to qualified or tax-deferred accounts.
Minimum
$25,000 recommended account minimum for full replication.
Construction v21 · Last reviewed 2026-02-17
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth15.3%
- US Large-Cap Value19.1%
- US Equity Index17.5%
- Small-Mid Cap Core15.9%
- International Core Equity32.1%
Weights are targets and will drift with market movement between rebalances.