Target Allocation Blend — Growth
Target AllocationTarget Allocation Blend70% Equity / 28% Fixed Income · Blend implementation · Last reviewed 2026-01-13
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Growth.
Track record
Cumulative return · simulated
Jul 2026 Model -0.7% · Benchmark -3.7%
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 | -0.1% | -0.2% | +0.0% |
| 3M | -0.8% | -1.2% | +0.3% |
| YTD | +0.5% | -0.2% | +0.7% |
| 1Y | +6.6% | +5.7% | +0.9% |
| 3Y | +4.9% | +4.0% | +0.9% |
| 5Y | -0.1% | -0.8% | +0.6% |
| Since inception | +2.2% | +1.7% | +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 coreGrowth risk postureQuarterly rebalance review
- Inception
- 2017-04-01
- Net expense
- 0.31%
- Estimated yield
- 1.88%
- Turnover
- 38.4%
Asset class allocation
Across all sleeves · 8 holdings
- Equity70.0%
- Fixed income28.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Model Viewpoint — Target Allocation Blend — Growth
Model Viewpoint · 2026-06-07
Factsheet — Target Allocation Blend — Growth
Factsheet · 2026-02-09
Trade Update — Target Allocation Blend — Growth
Trade Update · 2026-01-08