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Target Allocation Active — Balanced Income

Target AllocationTarget Allocation Active

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

Ask T. Rowe Price
ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
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Implemented AUM

$6.6M

Across this model

Books & households

2

Live implementations

Avg. drift

1.5%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Status

Cross-book implementation health for this model

All implementations
On trackLast rebalance 2026-07-14 · Next window 2026-08-12

Books & households

Where this model is implemented

AccountAUMCustodianDriftStatus

Patel Joint

Rebalanced 2026-06-17

$4.9MFidelity2.8%On track

Vance Legacy

Rebalanced 2026-02-13

$1.7MSchwab0.3%On track

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

    $0.8M notionalExecuted

  • Tactical tilt

    2026-04-09

    International Core Equity

    $0.4M notionalExecuted

  • Q3 rebalance (scheduled)

    2026-08-12

    Pending sleeve review

    $0.7M 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

2

Across this model's books

Implementation status

On track

Roll-up across books

Prototype — connected custodian feeds are illustrative.