Low Duration — Short Horizon
Low DurationLow Duration20% Equity / 72% Fixed Income · Blend implementation · Last reviewed 2026-05-14
ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Short Horizon.
Underlying holdings
9 positions · 100.0% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| US Large-Cap Growth | TRLGX | Equity | Mutual Fund | 0.10% | 3.4% |
| US Large-Cap Value | TRLVX | Equity | Mutual Fund | 0.11% | 5.7% |
| US Equity Index | TREQX | Equity | Mutual Fund | 0.29% | 5.7% |
| Small-Mid Cap Core | TRSMX | Equity | Mutual Fund | 0.28% | 5.2% |
| Core Investment-Grade Bond | TRCBX | Fixed Income | Mutual Fund | 0.39% | 13.3% |
| Short Duration Income | TRSDX | Fixed Income | Mutual Fund | 0.27% | 15.5% |
| Corporate Credit | TRCCX | Fixed Income | Mutual Fund | 0.33% | 21.2% |
| Global Bond Ex-US | TRGBX | Fixed Income | Mutual Fund | 0.40% | 22.0% |
| Government Money Market | TRGXX | Cash | Mutual Fund | 0.03% | 8.0% |
Holdings reflect the latest published sleeve weights and are subject to change.