Retirement Income — Diversified Income
IncomeIncome Models40% Equity / 52% Fixed Income · Hybrid implementation · Last reviewed 2026-06-12
ActiveConstruction v16Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Diversified Income.
Underlying holdings
11 positions · 99.9% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | Mutual Fund | 0.35% | 7.9% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.11% | 8.3% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.48% | 11.8% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.38% | 12.0% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.40% | 16.0% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.12% | 8.5% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.50% | 16.3% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.06% | 11.1% |
| Aster Real Assets | ASRAX | Alternatives | Mutual Fund | 0.58% | 3.2% |
| Redwater Diversified Alternatives | RWDAX | Alternatives | Mutual Fund | 0.38% | 1.8% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 3.0% |
Holdings reflect the latest published sleeve weights and are subject to change.