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.
Target allocation
Strategic weights at the asset class level
- 54.9% Equity
- 37.0% Fixed Income
- 6.0% Alternatives
- 2.0% 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 v15 · Last reviewed 2026-06-15
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth10.3%
- US Large-Cap Value14.3%
- US Equity Index8.6%
- Small-Mid Cap Core21.7%
- Core Investment-Grade Bond19.0%
- Short Duration Income18.0%
- Real Assets3.5%
- Diversified Alternatives2.5%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.