Dynamic Allocation — High Growth
DynamicDynamic Allocation85% Equity / 8% Fixed Income · Blend ETF implementation · Last reviewed 2026-03-18
AI insights
Generate a briefing on positioning, performance, and risk for Dynamic Allocation — High Growth.
Target allocation
Strategic weights at the asset class level
- 85.1% Equity
- 8.0% 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 v10 · Last reviewed 2026-03-18
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth14.7%
- US Large-Cap Value18.6%
- US Equity Index13.3%
- Small-Mid Cap Core26.4%
- International Core Equity12.1%
- Core Investment-Grade Bond4.1%
- Short Duration Income3.9%
- Real Assets3.1%
- Diversified Alternatives1.9%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.