77Ask

Tax-Aware Blend — Growth

Target AllocationTax-Aware BlendTax-aware

70% Equity / 28% Fixed Income · Tax-Aware Blend implementation · Last reviewed 2026-01-10

Ask T. Rowe Price
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Municipal Blend Composite
Back to Explore Models

AI insights

Generate a briefing on positioning, performance, and risk for Tax-Aware Blend — Growth.

Implemented AUM

$11.2M

Across this model

Books & households

3

Live implementations

Avg. drift

3.0%

Off target equity weight

Next rebalance

Aug 12

Q3 window

Status

Cross-book implementation health for this model

All implementations
Rebalance dueLast rebalance 2026-07-14 · Next window 2026-08-12

Books & households

Where this model is implemented

AccountAUMCustodianDriftStatus

Reyes IRA

Rebalanced 2026-06-13

$1.6MLPL4.9%Rebalance due

Whitmore Household

Rebalanced 2026-06-18

$2.0MPershing3.8%Rebalance due

Whitmore Household

Rebalanced 2026-06-11

$7.6MSchwab0.2%Rebalance due

Custodian and rebalance status are illustrative.

Trade execution history

Recent and scheduled rebalance activity

  • Quarterly rebalance

    2026-07-14

    US Large-Cap Growth, Core Bond

    $1.3M notionalExecuted

  • Tactical tilt

    2026-04-09

    International Core Equity

    $0.7M notionalExecuted

  • Q3 rebalance (scheduled)

    2026-08-12

    Pending sleeve review

    $1.1M notionalScheduled

Automated updates flow from the model construction version.

Connected implementation

Automated updates keep books in sync with model construction changes

Auto-sync

Enabled

Construction v-current pushes on next rebalance

Custodians connected

3

Across this model's books

Implementation status

Rebalance due

Roll-up across books

Prototype — connected custodian feeds are illustrative.