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.
Target allocation
Strategic weights at the asset class level
- 84.9% Fixed Income
- 15.0% Cash
Construction rules
Low Duration · Blend
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
Active strategies paired with index building blocks to balance conviction and cost.
Tax treatment
Taxable fixed income core; best suited to qualified or tax-deferred accounts.
Minimum
$25,000 recommended account minimum for full replication.
Construction v20 · Last reviewed 2026-03-12
Sleeve weights
Underlying strategies and target weights
- Core Investment-Grade Bond22.1%
- Short Duration Income22.8%
- Corporate Credit19.5%
- Global Bond Ex-US20.5%
- Government Money Market15.0%
Weights are targets and will drift with market movement between rebalances.