Retirement Income — Conservative Income
IncomeIncome Models30% Equity / 66% Fixed Income · Hybrid implementation · Last reviewed 2026-05-11
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Conservative Income.
Target allocation
Strategic weights at the asset class level
- 30.0% Equity
- 66.0% Fixed Income
- 4.0% Cash
Construction rules
Income Models · Hybrid
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
Actively managed T. Rowe Price strategies across every sleeve.
Tax treatment
Taxable fixed income core; best suited to qualified or tax-deferred accounts.
Minimum
$25,000 recommended account minimum for full replication.
Construction v19 · Last reviewed 2026-05-11
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth5.8%
- US Large-Cap Value10.1%
- US Equity Index4.7%
- Small-Mid Cap Core9.4%
- Core Investment-Grade Bond10.1%
- Short Duration Income23.2%
- Corporate Credit17.6%
- Global Bond Ex-US15.1%
- Government Money Market4.0%
Weights are targets and will drift with market movement between rebalances.