Target Allocation Blend — Moderate Growth
Target AllocationTarget Allocation Blend80% Equity / 18% Fixed Income · Blend implementation · Last reviewed 2026-02-14
ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Moderate Growth.
Underlying holdings
8 positions · 100.0% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| US Large-Cap Growth | TRLGX | Equity | Mutual Fund | 0.39% | 17.7% |
| US Large-Cap Value | TRLVX | Equity | Mutual Fund | 0.53% | 15.9% |
| US Equity Index | TREQX | Equity | Mutual Fund | 0.58% | 10.7% |
| Small-Mid Cap Core | TRSMX | Equity | Mutual Fund | 0.10% | 17.4% |
| International Core Equity | TRINX | Equity | Mutual Fund | 0.54% | 18.3% |
| Core Investment-Grade Bond | TRCBX | Fixed Income | Mutual Fund | 0.56% | 9.3% |
| Short Duration Income | TRSDX | Fixed Income | Mutual Fund | 0.50% | 8.7% |
| Government Money Market | TRGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.