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.
Target allocation
Strategic weights at the asset class level
- 80.0% Equity
- 18.0% 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 v20 · Last reviewed 2026-02-14
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth17.7%
- US Large-Cap Value15.9%
- US Equity Index10.7%
- Small-Mid Cap Core17.4%
- International Core Equity18.3%
- Core Investment-Grade Bond9.3%
- Short Duration Income8.7%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.