Target Allocation Active — Growth
Target AllocationTarget Allocation Active70% Equity / 28% Fixed Income · Active implementation · Last reviewed 2026-06-15
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Growth.
Target allocation
Strategic weights at the asset class level
- 70.1% Equity
- 28.0% 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 v19 · Last reviewed 2026-06-15
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth7.9%
- US Large-Cap Value13.7%
- US Equity Index12.3%
- Small-Mid Cap Core18.1%
- International Core Equity18.1%
- Core Investment-Grade Bond11.4%
- Short Duration Income16.6%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.