Target Allocation Blend — Growth
Target AllocationTarget Allocation Blend70% Equity / 28% Fixed Income · Blend implementation · Last reviewed 2026-01-13
ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Growth.
YTD return
+0.5%
Benchmark -0.2%
1 year
+6.6%
Excess 0.9 pts
Since inception
2.2%
Annualized
Net expense
0.31%
Weighted across 8 sleeves
Growth of a hypothetical investment
70% Equity / 28% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +26.3% · Benchmark +19.8%
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 2017 (8.6%) · Weakest year 2022 (-18.7%)
Trailing returns
Annualized beyond one year
| 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% |