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.
Target allocation
Strategic weights at the asset class level
- 90.0% Equity
- 8.0% 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 v11 · Last reviewed 2026-02-17
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth16.2%
- US Large-Cap Value19.4%
- US Equity Index16.2%
- Small-Mid Cap Core24.8%
- International Core Equity13.4%
- Core Investment-Grade Bond4.8%
- Short Duration Income3.2%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.