Low Duration — Short Horizon
Low DurationLow Duration20% Equity / 72% Fixed Income · Blend implementation · Last reviewed 2026-05-14
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Short Horizon.
Target allocation
Strategic weights at the asset class level
- 20.0% Equity
- 72.0% Fixed Income
- 8.0% 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 v19 · Last reviewed 2026-05-14
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth3.4%
- US Large-Cap Value5.7%
- US Equity Index5.7%
- Small-Mid Cap Core5.2%
- Core Investment-Grade Bond13.3%
- Short Duration Income15.5%
- Corporate Credit21.2%
- Global Bond Ex-US22.0%
- Government Money Market8.0%
Weights are targets and will drift with market movement between rebalances.