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Target Allocation ETF — Balanced Income

Target AllocationTarget Allocation ETF

40% Equity / 58% Fixed Income · ETF implementation · Last reviewed 2026-06-18

Ask T. Rowe Price
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Blended Global ETF Composite
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Generate a briefing on positioning, performance, and risk for Target Allocation ETF — Balanced Income.

Target allocation

Strategic weights at the asset class level

  • 40.1% Equity
  • 58.1% 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 v12 · Last reviewed 2026-06-18

Sleeve weights

Underlying strategies and target weights

  • US Large-Cap Growth6.4%
  • US Large-Cap Value10.6%
  • US Equity Index8.3%
  • Small-Mid Cap Core14.8%
  • Core Investment-Grade Bond11.2%
  • Short Duration Income18.2%
  • Corporate Credit16.9%
  • Global Bond Ex-US11.8%
  • Government Money Market2.0%

Weights are targets and will drift with market movement between rebalances.