Target Allocation Active — Growth
Target AllocationTarget Allocation Active70% Equity / 28% Fixed Income · Active implementation · Last reviewed 2026-06-15
ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Growth.
Underlying holdings
8 positions · 100.1% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| US Large-Cap Growth | TRLGX | Equity | Mutual Fund | 0.38% | 7.9% |
| US Large-Cap Value | TRLVX | Equity | Mutual Fund | 0.11% | 13.7% |
| US Equity Index | TREQX | Equity | Mutual Fund | 0.16% | 12.3% |
| Small-Mid Cap Core | TRSMX | Equity | Mutual Fund | 0.55% | 18.1% |
| International Core Equity | TRINX | Equity | Mutual Fund | 0.11% | 18.1% |
| Core Investment-Grade Bond | TRCBX | Fixed Income | Mutual Fund | 0.20% | 11.4% |
| Short Duration Income | TRSDX | Fixed Income | Mutual Fund | 0.10% | 16.6% |
| Government Money Market | TRGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.