Target Allocation Blend — Balanced Income
Target AllocationTarget Allocation Blend40% Equity / 58% Fixed Income · Blend implementation · Last reviewed 2026-05-11
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Balanced Income.
Track record
Cumulative return · simulated
Jul 2026 Model +2.4% · Benchmark +0.6%
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 | -0.5% | -0.7% | +0.2% |
| 3M | +0.1% | -0.0% | +0.2% |
| YTD | +1.9% | +2.1% | -0.1% |
| 1Y | +2.2% | +2.3% | -0.1% |
| 3Y | +3.6% | +3.3% | +0.3% |
| 5Y | +0.5% | +0.1% | +0.4% |
| Since inception | +2.0% | +1.4% | +0.6% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks long-term total return while managing overall cost by combining active managers with index building blocks.
- Purpose
- Cost-aware strategic core
- Characteristics
- Blend implementationTaxable fixed income coreBalanced Income risk postureQuarterly rebalance review
- Inception
- 2015-02-01
- Net expense
- 0.29%
- Estimated yield
- 2.66%
- Turnover
- 44.0%
Asset class allocation
Across all sleeves · 9 holdings
- Equity40.0%
- Fixed income58.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Target Allocation Blend — Balanced Income
Factsheet · 2026-06-03
Trade Update — Target Allocation Blend — Balanced Income
Trade Update · 2026-05-02
Model Viewpoint — Target Allocation Blend — Balanced Income
Model Viewpoint · 2026-04-01