Target Allocation ETF — Moderately Conservative
Target AllocationTarget Allocation ETF30% Equity / 68% Fixed Income · ETF implementation · Last reviewed 2026-05-17
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation ETF — Moderately Conservative.
Target allocation
Strategic weights at the asset class level
- 30.0% Equity
- 68.0% Fixed Income
- 2.0% Cash
Construction rules
Target Allocation ETF · ETF
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
Fully ETF-implemented for cost efficiency and intraday liquidity.
Tax treatment
Taxable fixed income core; best suited to qualified or tax-deferred accounts.
Minimum
$25,000 recommended account minimum for full replication.
Construction v19 · Last reviewed 2026-05-17
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth9.1%
- US Large-Cap Value5.7%
- US Equity Index8.8%
- Small-Mid Cap Core6.4%
- Core Investment-Grade Bond17.9%
- Short Duration Income18.5%
- Corporate Credit20.7%
- Global Bond Ex-US10.9%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.