Target Allocation Blend — Balanced
Target AllocationTarget Allocation Blend60% Equity / 38% Fixed Income · Blend implementation · Last reviewed 2026-06-12
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Balanced.
Track record
Cumulative return · simulated
Jul 2026 Model +7.0% · Benchmark +4.2%
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 | +0.9% | +0.7% | +0.2% |
| 3M | +0.3% | +0.3% | -0.0% |
| YTD | +1.7% | +2.0% | -0.3% |
| 1Y | +4.0% | +4.3% | -0.2% |
| 3Y | +4.1% | +3.4% | +0.7% |
| 5Y | +1.4% | +0.8% | +0.5% |
| Since inception | +3.6% | +3.1% | +0.5% |
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 risk postureQuarterly rebalance review
- Inception
- 2016-03-01
- Net expense
- 0.28%
- Estimated yield
- 2.14%
- Turnover
- 44.1%
Asset class allocation
Across all sleeves · 8 holdings
- Equity60.0%
- Fixed income38.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Trade Update — Target Allocation Blend — Balanced
Trade Update · 2026-06-05
Model Viewpoint — Target Allocation Blend — Balanced
Model Viewpoint · 2026-05-04
Factsheet — Target Allocation Blend — Balanced
Factsheet · 2026-01-06