Low Duration — Reserve
Low DurationLow Duration0% Equity / 85% Fixed Income · Blend implementation · Last reviewed 2026-03-12
ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Reserve.
Underlying holdings
5 positions · 99.9% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.33% | 22.1% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.56% | 22.8% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.56% | 19.5% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.49% | 20.5% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 15.0% |
Holdings reflect the latest published sleeve weights and are subject to change.