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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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Generate a briefing on positioning, performance, and risk for Target Allocation Active — Balanced Income.

Resources

Model Viewpoints, Trade Updates, and Factsheets for Target Allocation Active — Balanced Income

Model Viewpoints

  • Model Viewpoint — Target Allocation Active — Balanced Income

    Quarterly positioning commentary covering allocation shifts, risk posture, and the investment committee's outlook.

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Trade Updates

  • Trade Update — Target Allocation Active — Balanced Income

    Summary of the most recent rebalance, including sleeve-level changes and the rationale behind them.

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Factsheets

  • Factsheet — Target Allocation Active — Balanced Income

    One-page overview of the objective, allocation, holdings, performance, and characteristics.

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Model Viewpoints, Trade Updates, and Factsheets for this model.