Low Duration — Reserve
Low DurationLow Duration0% Equity / 85% Fixed Income · Blend implementation · Last reviewed 2026-03-12
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Reserve.
Track record
Cumulative return · simulated
Jul 2026 Model +0.5% · Benchmark -2.1%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · 1–3 Year Government/Credit Index
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.3% | +0.3% | +0.0% |
| 3M | +0.6% | +0.5% | +0.2% |
| YTD | +2.0% | +1.8% | +0.2% |
| 1Y | +3.3% | +2.9% | +0.4% |
| 3Y | +2.7% | +2.1% | +0.6% |
| 5Y | +0.1% | -0.4% | +0.5% |
| Since inception | +1.6% | +1.1% | +0.5% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks capital preservation and liquidity for goals within a one- to three-year horizon.
- Purpose
- Short-horizon reserves
- Characteristics
- Blend implementationTaxable fixed income coreReserve risk postureQuarterly rebalance review
- Inception
- 2016-03-01
- Net expense
- 0.41%
- Estimated yield
- 3.70%
- Turnover
- 38.3%
Asset class allocation
Across all sleeves · 5 holdings
- Fixed income85.0%
- Cash15.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Low Duration — Reserve
Factsheet · 2026-04-06
Trade Update — Low Duration — Reserve
Trade Update · 2026-03-05
Model Viewpoint — Low Duration — Reserve
Model Viewpoint · 2026-02-04