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Dynamic Allocation — Growth

DynamicDynamic Allocation

75% Equity / 18% Fixed Income · Blend ETF implementation · Last reviewed 2026-02-17

Ask T. Rowe Price
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Tactical Allocation Composite
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AI insights

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Implemented AUM

$15.9M

Across this model

Books & households

2

Live implementations

Avg. drift

1.9%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Status

Cross-book implementation health for this model

All implementations
On trackLast rebalance 2026-07-14 · Next window 2026-08-12

Books & households

Where this model is implemented

AccountAUMCustodianDriftStatus

Nguyen Profit-Share

Rebalanced 2026-03-18

$9.2MPershing0.0%On track

Patel Joint

Rebalanced 2026-03-11

$6.7MSchwab3.7%Drift detected

Custodian and rebalance status are illustrative.

Trade execution history

Recent and scheduled rebalance activity

  • Quarterly rebalance

    2026-07-14

    US Large-Cap Growth, Core Bond

    $1.9M notionalExecuted

  • Tactical tilt

    2026-04-09

    International Core Equity

    $1.0M notionalExecuted

  • Q3 rebalance (scheduled)

    2026-08-12

    Pending sleeve review

    $1.6M notionalScheduled

Automated updates flow from the model construction version.

Connected implementation

Automated updates keep books in sync with model construction changes

Auto-sync

Enabled

Construction v-current pushes on next rebalance

Custodians connected

2

Across this model's books

Implementation status

On track

Roll-up across books

Prototype — connected custodian feeds are illustrative.