Low Duration — Short Horizon

Low DurationLow Duration

20% Equity / 72% Fixed Income · Blend implementation · Last reviewed 2026-05-14

Ask T. Rowe Price

ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index

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AI insights

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Implemented AUM

$10.2M

Across this model

Books & households

Live implementations

Avg. drift

3.9%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Status

Cross-book implementation health for this model

All implementations

Rebalance dueLast rebalance 2026-07-14 · Next window 2026-08-12

Books & households

Where this model is implemented

Account	AUM	Custodian	Drift	Status
Okafor Retirement Rebalanced 2026-05-15	$6.3M	Pershing	4.1%	Rebalance due
Ashford Family Trust Rebalanced 2026-05-14	$3.9M	Pershing	3.7%	Drift detected

Account

AUM

Custodian

Drift

Status

Okafor Retirement

Rebalanced 2026-05-15

$6.3M

Pershing

4.1%

Rebalance due

Ashford Family Trust

Rebalanced 2026-05-14

$3.9M

Pershing

3.7%

Drift detected

Custodian and rebalance status are illustrative.

Trade execution history

Recent and scheduled rebalance activity

Quarterly rebalance
2026-07-14
US Large-Cap Growth, Core Bond
$1.2M notionalExecuted
Tactical tilt
2026-04-09
International Core Equity
$0.6M notionalExecuted
Q3 rebalance (scheduled)
2026-08-12
Pending sleeve review
$1.0M notionalScheduled

Automated updates flow from the model construction version.

Connected implementation

Automated updates keep books in sync with model construction changes

Auto-sync

Enabled

Construction v-current pushes on next rebalance

Custodians connected

Across this model's books

Implementation status

Rebalance due

Roll-up across books

Prototype — connected custodian feeds are illustrative.