Retirement Income — Conservative Income
IncomeIncome Models30% Equity / 66% Fixed Income · Hybrid implementation · Last reviewed 2026-05-11
ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Conservative Income.
Underlying holdings
9 positions · 100.0% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| US Large-Cap Growth | TRLGX | Equity | Mutual Fund | 0.15% | 5.8% |
| US Large-Cap Value | TRLVX | Equity | Mutual Fund | 0.21% | 10.1% |
| US Equity Index | TREQX | Equity | Mutual Fund | 0.07% | 4.7% |
| Small-Mid Cap Core | TRSMX | Equity | Mutual Fund | 0.46% | 9.4% |
| Core Investment-Grade Bond | TRCBX | Fixed Income | Mutual Fund | 0.49% | 10.1% |
| Short Duration Income | TRSDX | Fixed Income | Mutual Fund | 0.49% | 23.2% |
| Corporate Credit | TRCCX | Fixed Income | Mutual Fund | 0.43% | 17.6% |
| Global Bond Ex-US | TRGBX | Fixed Income | Mutual Fund | 0.15% | 15.1% |
| Government Money Market | TRGXX | Cash | Mutual Fund | 0.03% | 4.0% |
Holdings reflect the latest published sleeve weights and are subject to change.