Target Allocation ETF — Growth
Target AllocationTarget Allocation ETF70% Equity / 28% Fixed Income · ETF implementation · Last reviewed 2026-02-11
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation ETF — Growth.
Track record
Cumulative return · simulated
Jul 2026 Model +17.0% · Benchmark +10.5%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · Blended Global ETF Composite
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | -0.2% | +0.0% | -0.2% |
| 3M | +0.7% | +0.9% | -0.3% |
| YTD | +6.0% | +5.5% | +0.5% |
| 1Y | +11.0% | +10.0% | +1.0% |
| 3Y | +5.8% | +4.8% | +1.1% |
| 5Y | +3.2% | +2.0% | +1.2% |
| Since inception | +3.8% | +3.0% | +0.8% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks broad market exposure and long-term total return using a fully ETF-implemented allocation.
- Purpose
- Low-cost strategic core
- Characteristics
- ETF implementationTaxable fixed income coreGrowth risk postureQuarterly rebalance review
- Inception
- 2015-02-01
- Net expense
- 0.36%
- Estimated yield
- 1.88%
- Turnover
- 26.8%
Asset class allocation
Across all sleeves · 8 holdings
- Equity70.0%
- Fixed income28.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Target Allocation ETF — Growth
Factsheet · 2026-03-03
Trade Update — Target Allocation ETF — Growth
Trade Update · 2026-02-02
Model Viewpoint — Target Allocation ETF — Growth
Model Viewpoint · 2026-01-01