Retirement Income — Conservative Income
IncomeIncome Models30% Equity / 66% Fixed Income · Hybrid implementation · Last reviewed 2026-05-11
ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Conservative Income.
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 | 0.15% | 5.8% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.21% | 10.1% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.07% | 4.7% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.46% | 9.4% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.49% | 10.1% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.49% | 23.2% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.43% | 17.6% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.15% | 15.1% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 4.0% |
Holdings reflect the latest published sleeve weights and are subject to change.