Dynamic Allocation — Growth Tilt
DynamicDynamic Allocation65% Equity / 27% Fixed Income · Blend ETF implementation · Last reviewed 2026-01-16
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — Growth Tilt.
Track record
Cumulative return · simulated
Jul 2026 Model +3.6% · Benchmark +0.2%
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 | +1.2% | +1.1% | +0.2% |
| 3M | +4.4% | +4.4% | +0.0% |
| YTD | +5.8% | +5.7% | +0.1% |
| 1Y | +6.8% | +6.5% | +0.3% |
| 3Y | +3.3% | +2.8% | +0.5% |
| 5Y | +0.7% | +0.0% | +0.7% |
| Since inception | +3.6% | +3.0% | +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 coreGrowth Tilt risk postureQuarterly rebalance review
- Inception
- 2020-07-01
- Net expense
- 0.38%
- Estimated yield
- 2.01%
- Turnover
- 41.3%
Asset class allocation
Across all sleeves · 10 holdings
- Equity65.0%
- Fixed income27.0%
- Alternatives6.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Model Viewpoint — Dynamic Allocation — Growth Tilt
Model Viewpoint · 2026-06-16
Factsheet — Dynamic Allocation — Growth Tilt
Factsheet · 2026-02-18
Trade Update — Dynamic Allocation — Growth Tilt
Trade Update · 2026-01-17