Target Allocation Blend — Moderate Growth
Target AllocationTarget Allocation Blend80% Equity / 18% Fixed Income · Blend implementation · Last reviewed 2026-02-14
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Moderate Growth.
Track record
Cumulative return · simulated
Jul 2026 Model -9.3% · Benchmark -9.0%
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 | +0.8% | +0.6% | +0.2% |
| 3M | +1.9% | +2.2% | -0.3% |
| YTD | +3.1% | +4.0% | -0.8% |
| 1Y | +3.6% | +4.2% | -0.6% |
| 3Y | +2.1% | +2.0% | +0.1% |
| 5Y | -1.9% | -1.9% | -0.1% |
| Since inception | +1.9% | +1.7% | +0.1% |
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 coreModerate Growth risk postureQuarterly rebalance review
- Inception
- 2018-05-01
- Net expense
- 0.43%
- Estimated yield
- 1.62%
- Turnover
- 26.1%
Asset class allocation
Across all sleeves · 8 holdings
- Equity80.0%
- Fixed income18.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Target Allocation Blend — Moderate Growth
Factsheet · 2026-03-12
Trade Update — Target Allocation Blend — Moderate Growth
Trade Update · 2026-02-11
Model Viewpoint — Target Allocation Blend — Moderate Growth
Model Viewpoint · 2026-01-10