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.
Target allocation
Strategic weights at the asset class level
- 40.0% Equity
- 51.9% Fixed Income
- 5.0% Alternatives
- 3.0% Cash
Construction rules
Dynamic Allocation · Blend ETF
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
Active strategies paired with index building blocks to balance conviction and cost.
Tax treatment
Taxable fixed income core; best suited to qualified or tax-deferred accounts.
Minimum
$25,000 recommended account minimum for full replication.
Construction v8 · Last reviewed 2026-05-14
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth11.5%
- US Large-Cap Value13.9%
- US Equity Index6.1%
- Small-Mid Cap Core8.5%
- Core Investment-Grade Bond8.9%
- Short Duration Income14.4%
- Corporate Credit9.8%
- Global Bond Ex-US18.8%
- Real Assets2.7%
- Diversified Alternatives2.3%
- Government Money Market3.0%
Weights are targets and will drift with market movement between rebalances.