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.
Target allocation
Strategic weights at the asset class level
- 80.0% Equity
- 18.0% 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 v17 · Last reviewed 2026-02-11
Sleeve weights
Underlying strategies and target weights
- US Large-Cap Growth17.2%
- US Large-Cap Value11.6%
- US Equity Index14.8%
- Small-Mid Cap Core21.3%
- International Core Equity15.1%
- Intermediate Tax-Free Bond9.6%
- Short-Term Municipal8.4%
- Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.