Target Allocation ETF — Moderate Growth
Target AllocationTarget Allocation ETF80% Equity / 18% Fixed Income · ETF implementation · Last reviewed 2026-03-12
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation ETF — Moderate Growth.
Track record
Cumulative return · simulated
Jul 2026 Model +13.0% · Benchmark +8.3%
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 | +0.5% | +0.8% | -0.2% |
| 3M | +1.4% | +1.4% | -0.0% |
| YTD | +8.5% | +7.9% | +0.6% |
| 1Y | +10.2% | +9.6% | +0.6% |
| 3Y | +5.2% | +4.3% | +0.9% |
| 5Y | +2.5% | +1.6% | +0.9% |
| Since inception | +4.5% | +3.8% | +0.7% |
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 coreModerate Growth risk postureQuarterly rebalance review
- Inception
- 2016-03-01
- Net expense
- 0.23%
- Estimated yield
- 1.62%
- Turnover
- 34.7%
Asset class allocation
Across all sleeves · 8 holdings
- Equity80.0%
- Fixed income18.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Target Allocation ETF — Moderate Growth
Factsheet · 2026-04-06
Trade Update — Target Allocation ETF — Moderate Growth
Trade Update · 2026-03-05
Model Viewpoint — Target Allocation ETF — Moderate Growth
Model Viewpoint · 2026-02-04