Target Allocation Active — Moderately Conservative
Target AllocationTarget Allocation Active30% Equity / 68% Fixed Income · Active implementation · Last reviewed 2026-03-12
ActiveConstruction v13Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
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Underlying holdings
9 positions · 100.0% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| US Large-Cap Growth | TRLGX | Equity | Mutual Fund | 0.48% | 10.7% |
| US Large-Cap Value | TRLVX | Equity | Mutual Fund | 0.26% | 4.9% |
| US Equity Index | TREQX | Equity | Mutual Fund | 0.08% | 5.8% |
| Small-Mid Cap Core | TRSMX | Equity | Mutual Fund | 0.12% | 8.6% |
| Core Investment-Grade Bond | TRCBX | Fixed Income | Mutual Fund | 0.51% | 15.2% |
| Short Duration Income | TRSDX | Fixed Income | Mutual Fund | 0.09% | 20.5% |
| Corporate Credit | TRCCX | Fixed Income | Mutual Fund | 0.34% | 16.6% |
| Global Bond Ex-US | TRGBX | Fixed Income | Mutual Fund | 0.10% | 15.7% |
| Government Money Market | TRGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.