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.
YTD return
+3.1%
Benchmark +4.0%
1 year
+3.6%
Excess -0.6 pts
Since inception
1.9%
Annualized
Net expense
0.43%
Weighted across 8 sleeves
Growth of a hypothetical investment
80% Equity / 18% Fixed Income vs Blended Global 60/40 Index
Model Benchmark
Jul 2026 Model +21.5% · Benchmark +19.9%
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 (8.4%) · Weakest year 2022 (-19.1%)
Trailing returns
Annualized beyond one year
| 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% |