Tax-Aware Blend — Balanced Income
Target AllocationTax-Aware BlendTax-aware40% Equity / 58% Fixed Income · Tax-Aware Blend implementation · Last reviewed 2026-05-17
AI insights
Generate a briefing on positioning, performance, and risk for Tax-Aware Blend — Balanced Income.
Target allocation
Strategic weights at the asset class level
- 40.0% Equity
- 58.0% 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 v12 · Last reviewed 2026-05-17
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth8.2%
- US Large-Cap Value9.9%
- US Equity Index12.4%
- Small-Mid Cap Core9.5%
- Intermediate Tax-Free Bond20.3%
- Short-Term Municipal19.6%
- Municipal Credit Opportunities18.1%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.