Low Duration — Stability
Low DurationLow Duration10% Equity / 80% Fixed Income · Blend implementation · Last reviewed 2026-04-13
ActiveConstruction v20Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Stability.
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 | 0.12% | 1.8% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.56% | 3.1% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.58% | 2.2% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.39% | 2.9% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.08% | 14.1% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.55% | 22.5% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.54% | 14.9% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.49% | 28.5% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 10.0% |
Holdings reflect the latest published sleeve weights and are subject to change.