Tax-Aware Blend — Moderately Conservative
Target AllocationTax-Aware BlendTax-aware30% Equity / 68% Fixed Income · Tax-Aware Blend implementation · Last reviewed 2026-04-16
AI insights
Generate a briefing on positioning, performance, and risk for Tax-Aware Blend — Moderately Conservative.
Track record
Cumulative return · simulated
Jul 2026 Model +5.3% · Benchmark +3.1%
Past performance is not indicative of future results. Figures are simulated for prototype purposes.
Returns vs benchmark
Total return · Municipal Blend Composite
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.0% | +0.1% | -0.1% |
| 3M | +1.2% | +1.2% | -0.0% |
| YTD | +2.7% | +2.3% | +0.3% |
| 1Y | +6.2% | +5.4% | +0.7% |
| 3Y | +4.4% | +4.0% | +0.5% |
| 5Y | +1.0% | +0.6% | +0.4% |
| Since inception | +2.6% | +2.2% | +0.4% |
Periods longer than one year are annualized.
About this model
Mandate, construction rules, and review policy
- Objective
- Seeks after-tax total return by pairing municipal fixed income with tax-managed equity exposure.
- Purpose
- Taxable account core
- Characteristics
- Tax-Aware Blend implementationMunicipal fixed income coreModerately Conservative risk postureQuarterly rebalance review
- Inception
- 2020-07-01
- Net expense
- 0.27%
- Estimated yield
- 2.92%
- Turnover
- 21.0%
Asset class allocation
Across all sleeves · 8 holdings
- Equity30.0%
- Fixed income68.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Tax-Aware Blend — Moderately Conservative
Factsheet · 2026-05-18
Trade Update — Tax-Aware Blend — Moderately Conservative
Trade Update · 2026-04-17
Model Viewpoint — Tax-Aware Blend — Moderately Conservative
Model Viewpoint · 2026-03-16