Retirement Income — Income & Growth
IncomeIncome Models50% Equity / 43% Fixed Income · Hybrid implementation · Last reviewed 2026-01-13
ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Income & Growth.
Underlying holdings
11 positions · 100.0% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | Mutual Fund | 0.14% | 15.4% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.30% | 14.0% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.56% | 8.7% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.54% | 11.9% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.50% | 11.2% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.48% | 10.0% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.51% | 7.4% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.16% | 14.4% |
| Aster Real Assets | ASRAX | Alternatives | Mutual Fund | 0.55% | 1.9% |
| Redwater Diversified Alternatives | RWDAX | Alternatives | Mutual Fund | 0.48% | 3.1% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.