Retirement Income — Income Preservation
IncomeIncome Models20% Equity / 75% Fixed Income · Hybrid implementation · Last reviewed 2026-04-10
ActiveConstruction v13Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Income Preservation.
Underlying holdings
9 positions · 100.0% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | Mutual Fund | 0.45% | 7.0% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.13% | 5.2% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.16% | 4.5% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.46% | 3.3% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.26% | 18.0% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.25% | 13.7% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.05% | 15.7% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.26% | 27.6% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 5.0% |
Holdings reflect the latest published sleeve weights and are subject to change.