Your library
My Models
Everything you've saved, grouped by series — with trends, performance, and the materials that go with each model.
7 models
| Model | Trend | 1Y | Vol | 12M Yield | Fees | |
|---|---|---|---|---|---|---|
| Target Allocation Active | ||||||
Target Allocation Active — BalancedTarget Allocation | 7.7% | 5.7% | 2.1% | 0.21% | ||
| Target Allocation Blend | ||||||
Target Allocation Blend — GrowthTarget Allocation | 6.6% | 6.4% | 1.9% | 0.31% | ||
| Dynamic Allocation | ||||||
| 4.8% | 5.4% | 2.3% | 0.35% | |||
| Income Models | ||||||
| 6.8% | 4.8% | 2.7% | 0.33% | |||
| Tax-Aware Blend | ||||||
Tax-Aware Blend — BalancedTarget Allocation | 6.8% | 6.2% | 2.1% | 0.30% | ||
| Low Duration | ||||||
Low Duration — Short HorizonLow Duration | 3.9% | 4.0% | 3.2% | 0.29% | ||
| Equity Building Blocks | ||||||
Equity Building Block — International CoreEquity Building Block | 14.2% | 8.1% | 1.1% | 0.35% | ||