Low Duration — Near-Term Growth
Low DurationLow Duration30% Equity / 64% Fixed Income · Blend implementation · Last reviewed 2026-06-15
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Near-Term Growth.
Track record
Cumulative return · simulated
Jul 2026 Model +3.8% · Benchmark +2.0%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · 1–3 Year Government/Credit Index
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +1.1% | +0.9% | +0.2% |
| 3M | +1.7% | +1.6% | +0.0% |
| YTD | +3.3% | +3.3% | -0.0% |
| 1Y | +6.7% | +6.6% | +0.0% |
| 3Y | +4.8% | +4.6% | +0.3% |
| 5Y | +0.7% | +0.4% | +0.4% |
| Since inception | +1.8% | +1.4% | +0.4% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks capital preservation and liquidity for goals within a one- to three-year horizon.
- Purpose
- Short-horizon reserves
- Characteristics
- Blend implementationTaxable fixed income coreNear-Term Growth risk postureQuarterly rebalance review
- Inception
- 2019-06-01
- Net expense
- 0.23%
- Estimated yield
- 2.92%
- Turnover
- 37.8%
Asset class allocation
Across all sleeves · 9 holdings
- Equity30.0%
- Fixed income64.0%
- Cash6.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Trade Update — Low Duration — Near-Term Growth
Trade Update · 2026-06-14
Model Viewpoint — Low Duration — Near-Term Growth
Model Viewpoint · 2026-05-13
Factsheet — Low Duration — Near-Term Growth
Factsheet · 2026-01-15