Retirement Income — Growth of Income
IncomeIncome Models60% Equity / 34% Fixed Income · Hybrid implementation · Last reviewed 2026-02-14
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Diversified Income Composite
AI insights
Generate a briefing on positioning, performance, and risk for Retirement Income — Growth of Income.
Underlying holdings
10 positions · 100.1% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | Mutual Fund | 0.14% | 11.9% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.36% | 12.7% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.28% | 9.7% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.19% | 17.2% |
| Lindqvist International Core Equity | LQICX | Equity | Mutual Fund | 0.12% | 8.6% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.34% | 13.1% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.41% | 20.9% |
| Aster Real Assets | ASRAX | Alternatives | Mutual Fund | 0.46% | 2.0% |
| Redwater Diversified Alternatives | RWDAX | Alternatives | Mutual Fund | 0.07% | 2.0% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.