Dynamic Allocation — Balanced
DynamicDynamic Allocation55% Equity / 37% Fixed Income · Blend ETF implementation · Last reviewed 2026-06-15
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — Balanced.
Track record
Cumulative return · simulated
Jul 2026 Model -4.9% · Benchmark -7.3%
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 | +0.8% | +1.0% | -0.1% |
| 3M | +1.3% | +1.6% | -0.2% |
| YTD | +5.1% | +4.9% | +0.2% |
| 1Y | +4.8% | +4.5% | +0.3% |
| 3Y | +1.8% | +1.5% | +0.4% |
| 5Y | -1.0% | -1.5% | +0.5% |
| Since inception | +1.5% | +0.9% | +0.6% |
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 coreBalanced risk postureQuarterly rebalance review
- Inception
- 2019-06-01
- Net expense
- 0.35%
- Estimated yield
- 2.27%
- Turnover
- 21.1%
Asset class allocation
Across all sleeves · 9 holdings
- Equity55.0%
- Fixed income37.0%
- Alternatives6.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Trade Update — Dynamic Allocation — Balanced
Trade Update · 2026-06-14
Model Viewpoint — Dynamic Allocation — Balanced
Model Viewpoint · 2026-05-13
Factsheet — Dynamic Allocation — Balanced
Factsheet · 2026-01-15