Target Allocation Active — Balanced Income

Target AllocationTarget Allocation Active

40% Equity / 58% Fixed Income · Active implementation · Last reviewed 2026-04-13

ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index

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9 positions · 100.0% of the model

Strategy	Ticker	Asset class	Vehicle	Expense	Weight
US Large-Cap Growth	TRLGX	Equity	Mutual Fund	0.04%	13.0%
US Large-Cap Value	TRLVX	Equity	Mutual Fund	0.35%	12.9%
US Equity Index	TREQX	Equity	Mutual Fund	0.47%	6.8%
Small-Mid Cap Core	TRSMX	Equity	Mutual Fund	0.43%	7.3%
Core Investment-Grade Bond	TRCBX	Fixed Income	Mutual Fund	0.43%	11.5%
Short Duration Income	TRSDX	Fixed Income	Mutual Fund	0.22%	15.9%
Corporate Credit	TRCCX	Fixed Income	Mutual Fund	0.59%	15.9%
Global Bond Ex-US	TRGBX	Fixed Income	Mutual Fund	0.41%	14.7%
Government Money Market	TRGXX	Cash	Mutual Fund	0.03%	2.0%

Holdings reflect the latest published sleeve weights and are subject to change.