Target Allocation Blend — Moderately Conservative
Target AllocationTarget Allocation Blend30% Equity / 68% Fixed Income · Blend implementation · Last reviewed 2026-04-10
ActiveConstruction v18Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Moderately Conservative.
YTD return
+2.7%
Benchmark +2.8%
1 year
+3.8%
Excess -0.1 pts
Since inception
2.0%
Annualized
Net expense
0.38%
Weighted across 9 sleeves
Growth of a hypothetical investment
30% Equity / 68% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +23.6% · Benchmark +17.4%
Simulated results for illustration only. Past performance is not indicative of future results.
Calendar year returns
Model versus benchmark, by year
Model Benchmark
Best year 2024 (5.4%) · Weakest year 2022 (-10.7%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.2% | -0.2% | -0.0% |
| 3M | +0.3% | +0.3% | +0.0% |
| YTD | +2.7% | +2.8% | -0.1% |
| 1Y | +3.8% | +3.9% | -0.1% |
| 3Y | +3.8% | +3.4% | +0.4% |
| 5Y | +0.5% | +0.1% | +0.4% |
| Since inception | +2.0% | +1.5% | +0.5% |