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.
Target allocation
Strategic weights at the asset class level
- 89.9% Equity
- 8.0% 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 v14 · Last reviewed 2026-03-15
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth15.8%
- US Large-Cap Value17.0%
- US Equity Index15.0%
- Small-Mid Cap Core25.9%
- International Core Equity16.2%
- Core Investment-Grade Bond3.1%
- Short Duration Income4.9%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.