Target Allocation Blend — Conservative
Target AllocationTarget Allocation Blend20% Equity / 78% Fixed Income · Blend implementation · Last reviewed 2026-03-18
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Conservative.
Target allocation
Strategic weights at the asset class level
- 19.9% Equity
- 78.0% Fixed Income
- 2.0% Cash
Construction rules
Target Allocation Blend · Blend
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
Active strategies paired with index building blocks to balance conviction and cost.
Tax treatment
Taxable fixed income core; best suited to qualified or tax-deferred accounts.
Minimum
$25,000 recommended account minimum for full replication.
Construction v17 · Last reviewed 2026-03-18
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth6.5%
- US Large-Cap Value2.8%
- US Equity Index6.2%
- Small-Mid Cap Core4.4%
- Core Investment-Grade Bond20.6%
- Short Duration Income19.0%
- Corporate Credit19.2%
- Global Bond Ex-US19.2%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.