Low Duration — Short Horizon
Low DurationLow Duration20% Equity / 72% Fixed Income · Blend implementation · Last reviewed 2026-05-14
ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Short Horizon.
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 | 0.10% | 3.4% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.11% | 5.7% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.29% | 5.7% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.28% | 5.2% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.39% | 13.3% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.27% | 15.5% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.33% | 21.2% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.40% | 22.0% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 8.0% |
Holdings reflect the latest published sleeve weights and are subject to change.