Dynamic Allocation — Conservative
DynamicDynamic Allocation40% Equity / 52% Fixed Income · Blend ETF implementation · Last reviewed 2026-05-14
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — Conservative.
Track record
Cumulative return · simulated
Jul 2026 Model -5.2% · Benchmark -8.5%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · Tactical Allocation Composite
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.1% | +0.1% | +0.1% |
| 3M | -0.4% | -0.6% | +0.2% |
| YTD | -0.3% | -0.8% | +0.5% |
| 1Y | +1.3% | +0.2% | +1.2% |
| 3Y | +2.5% | +1.5% | +1.0% |
| 5Y | -1.1% | -1.8% | +0.7% |
| Since inception | +2.0% | +1.1% | +0.9% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks to add value over a strategic benchmark through tactical shifts across asset classes and sub-sectors.
- Purpose
- Tactically managed core
- Characteristics
- Blend ETF implementationTaxable fixed income coreConservative risk postureQuarterly rebalance review
- Inception
- 2018-05-01
- Net expense
- 0.33%
- Estimated yield
- 2.66%
- Turnover
- 19.2%
Asset class allocation
Across all sleeves · 11 holdings
- Equity40.0%
- Fixed income52.0%
- Alternatives5.0%
- Cash3.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Dynamic Allocation — Conservative
Factsheet · 2026-06-12
Trade Update — Dynamic Allocation — Conservative
Trade Update · 2026-05-11
Model Viewpoint — Dynamic Allocation — Conservative
Model Viewpoint · 2026-04-10