Tax-Aware Blend — Moderate Growth
Target AllocationTax-Aware BlendTax-aware80% Equity / 18% Fixed Income · Tax-Aware Blend implementation · Last reviewed 2026-02-11
AI insights
Generate a briefing on positioning, performance, and risk for Tax-Aware Blend — Moderate Growth.
Track record
Cumulative return · simulated
Jul 2026 Model +6.0% · Benchmark +3.2%
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 | +0.4% | +0.6% | -0.2% |
| 3M | +0.2% | +0.7% | -0.4% |
| YTD | +0.9% | +1.4% | -0.4% |
| 1Y | +4.7% | +4.9% | -0.2% |
| 3Y | +5.9% | +5.3% | +0.6% |
| 5Y | +1.2% | +0.6% | +0.5% |
| Since inception | +3.8% | +3.4% | +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 coreModerate Growth risk postureQuarterly rebalance review
- Inception
- 2015-02-01
- Net expense
- 0.32%
- Estimated yield
- 1.62%
- Turnover
- 16.1%
Asset class allocation
Across all sleeves · 8 holdings
- Equity80.0%
- Fixed income18.0%
- Cash2.0%
Computed from the latest published sleeve weights.
Recent materials
Model Viewpoints, Trade Updates, and Factsheets
Factsheet — Tax-Aware Blend — Moderate Growth
Factsheet · 2026-03-03
Trade Update — Tax-Aware Blend — Moderate Growth
Trade Update · 2026-02-02
Model Viewpoint — Tax-Aware Blend — Moderate Growth
Model Viewpoint · 2026-01-01