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Target Allocation Active — Moderate Growth

Target AllocationTarget Allocation Active

80% Equity / 18% Fixed Income · Active implementation · Last reviewed 2026-01-16

Ask T. Rowe Price
ActiveConstruction v15Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
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Generate a briefing on positioning, performance, and risk for Target Allocation Active — Moderate Growth.

Target allocation

Strategic weights at the asset class level

  • 80.1% Equity
  • 18.0% 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 v15 · Last reviewed 2026-01-16

Sleeve weights

Underlying strategies and target weights

  • US Large-Cap Growth11.1%
  • US Large-Cap Value14.1%
  • US Equity Index11.6%
  • Small-Mid Cap Core19.3%
  • International Core Equity24.0%
  • Core Investment-Grade Bond8.8%
  • Short Duration Income9.2%
  • Government Money Market2.0%

Weights are targets and will drift with market movement between rebalances.