Retirement Income — Income Preservation
IncomeIncome Models20% Equity / 75% Fixed Income · Hybrid implementation · Last reviewed 2026-04-10
ActiveConstruction v13Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Income Preservation.
Underlying holdings
9 positions · 100.0% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| US Large-Cap Growth | TRLGX | Equity | Mutual Fund | 0.45% | 7.0% |
| US Large-Cap Value | TRLVX | Equity | Mutual Fund | 0.13% | 5.2% |
| US Equity Index | TREQX | Equity | Mutual Fund | 0.16% | 4.5% |
| Small-Mid Cap Core | TRSMX | Equity | Mutual Fund | 0.46% | 3.3% |
| Core Investment-Grade Bond | TRCBX | Fixed Income | Mutual Fund | 0.26% | 18.0% |
| Short Duration Income | TRSDX | Fixed Income | Mutual Fund | 0.25% | 13.7% |
| Corporate Credit | TRCCX | Fixed Income | Mutual Fund | 0.05% | 15.7% |
| Global Bond Ex-US | TRGBX | Fixed Income | Mutual Fund | 0.26% | 27.6% |
| Government Money Market | TRGXX | Cash | Mutual Fund | 0.03% | 5.0% |
Holdings reflect the latest published sleeve weights and are subject to change.