Tax-Aware Blend — Balanced Income
Target AllocationTax-Aware BlendTax-aware40% Equity / 58% Fixed Income · Tax-Aware Blend implementation · Last reviewed 2026-05-17
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Municipal Blend Composite
AI insights
Generate a briefing on positioning, performance, and risk for Tax-Aware Blend — Balanced Income.
YTD return
+0.5%
Benchmark +0.6%
1 year
+3.1%
Excess -0.0 pts
Since inception
2.9%
Annualized
Net expense
0.34%
Weighted across 8 sleeves
Growth of a hypothetical investment
40% Equity / 58% Fixed Income vs Municipal Blend Composite
Model Benchmark
Jul 2026 Model +35.9% · Benchmark +27.4%
Simulated results for illustration only. Past performance is not indicative of future results.
Calendar year returns
Model versus benchmark, by year
Model Benchmark
Best year 2018 (6.6%) · Weakest year 2022 (-7.8%)
Trailing returns
Annualized beyond one year
| Period | Model | Bench | Excess |
|---|---|---|---|
| 1M | +0.2% | +0.3% | -0.1% |
| 3M | +0.2% | +0.3% | -0.1% |
| YTD | +0.5% | +0.6% | -0.0% |
| 1Y | +3.1% | +3.2% | -0.0% |
| 3Y | +2.9% | +2.6% | +0.3% |
| 5Y | +1.1% | +0.6% | +0.6% |
| Since inception | +2.9% | +2.3% | +0.6% |