Dynamic Allocation — Growth
DynamicDynamic Allocation75% Equity / 18% Fixed Income · Blend ETF implementation · Last reviewed 2026-02-17
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — Growth.
Track record
Cumulative return · simulated
Jul 2026 Model +0.5% · Benchmark -2.1%
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 | -0.9% | -1.1% | +0.2% |
| 3M | +1.5% | +1.3% | +0.2% |
| YTD | +0.9% | +0.6% | +0.3% |
| 1Y | +3.5% | +3.4% | +0.1% |
| 3Y | +4.4% | +3.7% | +0.6% |
| 5Y | +0.1% | -0.4% | +0.5% |
| Since inception | +2.0% | +1.7% | +0.3% |
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 risk postureQuarterly rebalance review
- Inception
- 2021-08-01
- Net expense
- 0.36%
- Estimated yield
- 1.75%
- Turnover
- 20.9%
Asset class allocation
Across all sleeves · 10 holdings
- Equity75.0%
- Fixed income18.0%
- Alternatives5.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Dynamic Allocation — Growth
Factsheet · 2026-03-21
Trade Update — Dynamic Allocation — Growth
Trade Update · 2026-02-20
Model Viewpoint — Dynamic Allocation — Growth
Model Viewpoint · 2026-01-19