Retirement Income — Growth of Income
IncomeIncome Models60% Equity / 34% Fixed Income · Hybrid implementation · Last reviewed 2026-02-14
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Growth of Income.
Target allocation
Strategic weights at the asset class level
- 60.1% Equity
- 34.0% Fixed Income
- 4.0% Alternatives
- 2.0% 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 v12 · Last reviewed 2026-02-14
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth11.9%
- US Large-Cap Value12.7%
- US Equity Index9.7%
- Small-Mid Cap Core17.2%
- International Core Equity8.6%
- Core Investment-Grade Bond13.1%
- Short Duration Income20.9%
- Real Assets2.0%
- Diversified Alternatives2.0%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.