Low Duration — Stability
Low DurationLow Duration10% Equity / 80% Fixed Income · Blend implementation · Last reviewed 2026-04-13
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Stability.
Target allocation
Strategic weights at the asset class level
- 10.0% Equity
- 80.0% Fixed Income
- 10.0% 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 2026-04-13
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth1.8%
- US Large-Cap Value3.1%
- US Equity Index2.2%
- Small-Mid Cap Core2.9%
- Core Investment-Grade Bond14.1%
- Short Duration Income22.5%
- Corporate Credit14.9%
- Global Bond Ex-US28.5%
- Government Money Market10.0%
Weights are targets and will drift with market movement between rebalances.