Low Duration — Stability
Low DurationLow Duration10% Equity / 80% Fixed Income · Blend implementation · Last reviewed 2026-04-13
ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Stability.
Underlying holdings
9 positions · 100.0% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| US Large-Cap Growth | TRLGX | Equity | Mutual Fund | 0.12% | 1.8% |
| US Large-Cap Value | TRLVX | Equity | Mutual Fund | 0.56% | 3.1% |
| US Equity Index | TREQX | Equity | Mutual Fund | 0.58% | 2.2% |
| Small-Mid Cap Core | TRSMX | Equity | Mutual Fund | 0.39% | 2.9% |
| Core Investment-Grade Bond | TRCBX | Fixed Income | Mutual Fund | 0.08% | 14.1% |
| Short Duration Income | TRSDX | Fixed Income | Mutual Fund | 0.55% | 22.5% |
| Corporate Credit | TRCCX | Fixed Income | Mutual Fund | 0.54% | 14.9% |
| Global Bond Ex-US | TRGBX | Fixed Income | Mutual Fund | 0.49% | 28.5% |
| Government Money Market | TRGXX | Cash | Mutual Fund | 0.03% | 10.0% |
Holdings reflect the latest published sleeve weights and are subject to change.