Tax-Aware Blend — Conservative
Target AllocationTax-Aware BlendTax-aware20% Equity / 78% Fixed Income · Tax-Aware Blend implementation · Last reviewed 2026-03-15
AI insights
Generate a briefing on positioning, performance, and risk for Tax-Aware Blend — Conservative.
Target allocation
Strategic weights at the asset class level
- 20.0% Equity
- 78.0% Fixed Income
- 2.0% Cash
Construction rules
Tax-Aware Blend · Tax-Aware 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
Municipal fixed income core with tax-managed equity sleeves for taxable accounts.
Minimum
$25,000 recommended account minimum for full replication.
Construction v13 · Last reviewed 2026-03-15
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth3.8%
- US Large-Cap Value6.4%
- US Equity Index5.3%
- Small-Mid Cap Core4.5%
- Intermediate Tax-Free Bond15.3%
- Short-Term Municipal28.6%
- Municipal Credit Opportunities34.1%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.