Target Allocation Active — Balanced Income
Target AllocationTarget Allocation Active40% Equity / 58% Fixed Income · Active implementation · Last reviewed 2026-04-13
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Balanced Income.
Target allocation
Strategic weights at the asset class level
- 40.0% Equity
- 58.0% Fixed Income
- 2.0% Cash
Construction rules
Target Allocation Active · Active
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
Actively managed T. Rowe Price strategies across every sleeve.
Tax treatment
Taxable fixed income core; best suited to qualified or tax-deferred accounts.
Minimum
$25,000 recommended account minimum for full replication.
Construction v17 · Last reviewed 2026-04-13
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth13.0%
- US Large-Cap Value12.9%
- US Equity Index6.8%
- Small-Mid Cap Core7.3%
- Core Investment-Grade Bond11.5%
- Short Duration Income15.9%
- Corporate Credit15.9%
- Global Bond Ex-US14.7%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.