Target Allocation Active — Balanced
Target AllocationTarget Allocation Active60% Equity / 38% Fixed Income · Active implementation · Last reviewed 2026-05-14
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Balanced.
Target allocation
Strategic weights at the asset class level
- 60.0% Equity
- 38.0% 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 v12 · Last reviewed 2026-05-14
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth9.8%
- US Large-Cap Value8.4%
- US Equity Index10.4%
- Small-Mid Cap Core15.8%
- International Core Equity15.6%
- Core Investment-Grade Bond19.2%
- Short Duration Income18.8%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.