Target Allocation Blend — Balanced Income
Target AllocationTarget Allocation Blend40% Equity / 58% Fixed Income · Blend implementation · Last reviewed 2026-05-11
ActiveConstruction v14Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Balanced Income.
YTD return
+1.9%
Benchmark +2.1%
1 year
+2.2%
Excess -0.1 pts
Since inception
2.0%
Annualized
Net expense
0.29%
Weighted across 9 sleeves
Growth of a hypothetical investment
40% Equity / 58% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +23.2% · Benchmark +15.7%
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 (9.2%) · Weakest year 2022 (-13.4%)
Trailing returns
Annualized beyond one year
| 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% |