Target Allocation Blend — Aggressive Growth
Target AllocationTarget Allocation Blend90% Equity / 8% Fixed Income · Blend implementation · Last reviewed 2026-03-15
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Aggressive Growth.
Track record
Cumulative return · simulated
Jul 2026 Model -1.8% · Benchmark -4.3%
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 | +0.9% | +0.8% | +0.1% |
| 3M | +3.0% | +2.3% | +0.7% |
| YTD | +4.0% | +3.4% | +0.6% |
| 1Y | +7.5% | +7.5% | +0.0% |
| 3Y | +4.7% | +4.0% | +0.7% |
| 5Y | -0.4% | -0.9% | +0.5% |
| Since inception | +2.2% | +1.7% | +0.5% |
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 coreAggressive Growth risk postureQuarterly rebalance review
- Inception
- 2019-06-01
- Net expense
- 0.27%
- Estimated yield
- 1.36%
- Turnover
- 17.7%
Asset class allocation
Across all sleeves · 8 holdings
- Equity90.0%
- Fixed income8.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Target Allocation Blend — Aggressive Growth
Factsheet · 2026-04-15
Trade Update — Target Allocation Blend — Aggressive Growth
Trade Update · 2026-03-14
Model Viewpoint — Target Allocation Blend — Aggressive Growth
Model Viewpoint · 2026-02-13