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.
Target allocation
Strategic weights at the asset class level
- 74.9% Equity
- 18.0% Fixed Income
- 5.0% 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 v12 · Last reviewed 2026-02-17
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth17.7%
- US Large-Cap Value18.4%
- US Equity Index11.0%
- Small-Mid Cap Core10.0%
- International Core Equity17.8%
- Core Investment-Grade Bond9.0%
- Short Duration Income9.0%
- Real Assets3.3%
- Diversified Alternatives1.7%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.