Tax-Aware Blend — Growth
Target AllocationTax-Aware BlendTax-aware70% Equity / 28% Fixed Income · Tax-Aware Blend implementation · Last reviewed 2026-01-10
AI insights
Generate a briefing on positioning, performance, and risk for Tax-Aware Blend — Growth.
Track record
Cumulative return · simulated
Jul 2026 Model +3.5% · Benchmark -0.1%
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 | +1.0% | +1.0% | +0.1% |
| 3M | +1.1% | +0.8% | +0.3% |
| YTD | -0.4% | -0.7% | +0.3% |
| 1Y | +1.1% | +0.8% | +0.3% |
| 3Y | +3.9% | +3.4% | +0.5% |
| 5Y | +0.7% | -0.0% | +0.7% |
| Since inception | +3.2% | +2.6% | +0.6% |
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 coreGrowth risk postureQuarterly rebalance review
- Inception
- 2014-01-01
- Net expense
- 0.26%
- Estimated yield
- 1.88%
- Turnover
- 43.1%
Asset class allocation
Across all sleeves · 8 holdings
- Equity70.0%
- Fixed income28.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Model Viewpoint — Tax-Aware Blend — Growth
Model Viewpoint · 2026-06-25
Factsheet — Tax-Aware Blend — Growth
Factsheet · 2026-02-27
Trade Update — Tax-Aware Blend — Growth
Trade Update · 2026-01-26