Target Allocation Blend — Balanced
Target AllocationTarget Allocation Blend60% Equity / 38% Fixed Income · Blend implementation · Last reviewed 2026-06-12
ActiveConstruction v8Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
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Underlying holdings
8 positions · 100.1% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| US Large-Cap Growth | TRLGX | Equity | Mutual Fund | 0.47% | 12.7% |
| US Large-Cap Value | TRLVX | Equity | Mutual Fund | 0.25% | 14.4% |
| US Equity Index | TREQX | Equity | Mutual Fund | 0.36% | 8.5% |
| Small-Mid Cap Core | TRSMX | Equity | Mutual Fund | 0.14% | 12.8% |
| International Core Equity | TRINX | Equity | Mutual Fund | 0.23% | 11.7% |
| Core Investment-Grade Bond | TRCBX | Fixed Income | Mutual Fund | 0.32% | 23.9% |
| Short Duration Income | TRSDX | Fixed Income | Mutual Fund | 0.24% | 14.1% |
| Government Money Market | TRGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.