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.
Target allocation
Strategic weights at the asset class level
- 60.1% Equity
- 38.0% 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 v8 · Last reviewed 2026-06-12
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth12.7%
- US Large-Cap Value14.4%
- US Equity Index8.5%
- Small-Mid Cap Core12.8%
- International Core Equity11.7%
- Core Investment-Grade Bond23.9%
- Short Duration Income14.1%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.