Tax-Aware Blend — Moderate Growth
Target AllocationTax-Aware BlendTax-aware80% Equity / 18% Fixed Income · Tax-Aware Blend implementation · Last reviewed 2026-02-11
ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Municipal Blend Composite
AI insights
Generate a briefing on positioning, performance, and risk for Tax-Aware Blend — Moderate Growth.
YTD return
+0.9%
Benchmark +1.4%
1 year
+4.7%
Excess -0.2 pts
Since inception
3.8%
Annualized
Net expense
0.32%
Weighted across 8 sleeves
Growth of a hypothetical investment
80% Equity / 18% Fixed Income vs Municipal Blend Composite
Model Benchmark
Jul 2026 Model +48.4% · Benchmark +43.2%
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 2024 (10.1%) · Weakest year 2022 (-14.5%)
Trailing returns
Annualized beyond one year
| 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% |