Target Allocation Active — Aggressive Growth
Target AllocationTarget Allocation Active90% Equity / 8% Fixed Income · Active implementation · Last reviewed 2026-02-17
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Aggressive Growth.
Track record
Cumulative return · simulated
Jul 2026 Model +24.8% · Benchmark +20.2%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · Blended Global 60/40 Index
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +2.1% | +2.0% | +0.1% |
| 3M | +0.8% | +0.8% | -0.1% |
| YTD | +4.6% | +4.1% | +0.5% |
| 1Y | +11.5% | +10.5% | +1.0% |
| 3Y | +11.4% | +10.2% | +1.2% |
| 5Y | +4.5% | +3.8% | +0.8% |
| Since inception | +5.1% | +4.5% | +0.6% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks long-term total return through a strategically weighted mix of actively managed equity and fixed income strategies.
- Purpose
- Core strategic allocation
- Characteristics
- Active implementationTaxable fixed income coreAggressive Growth risk postureQuarterly rebalance review
- Inception
- 2021-08-01
- Net expense
- 0.28%
- Estimated yield
- 1.36%
- Turnover
- 42.4%
Asset class allocation
Across all sleeves · 8 holdings
- Equity90.0%
- Fixed income8.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Target Allocation Active — Aggressive Growth
Factsheet · 2026-03-21
Trade Update — Target Allocation Active — Aggressive Growth
Trade Update · 2026-02-20
Model Viewpoint — Target Allocation Active — Aggressive Growth
Model Viewpoint · 2026-01-19