Low Duration — Near-Term Growth
Low DurationLow Duration30% Equity / 64% Fixed Income · Blend implementation · Last reviewed 2026-06-15
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Near-Term Growth.
Target allocation
Strategic weights at the asset class level
- 30.0% Equity
- 64.1% Fixed Income
- 6.0% Cash
Construction rules
Low Duration · Blend
Rebalance policy
Reviewed quarterly by the Asset Allocation Committee, with drift bands of ±3% at the asset class level and ±1.5% at the sleeve level.
Implementation
Active strategies paired with index building blocks to balance conviction and cost.
Tax treatment
Taxable fixed income core; best suited to qualified or tax-deferred accounts.
Minimum
$25,000 recommended account minimum for full replication.
Construction v9 · Last reviewed 2026-06-15
Sleeve weights
Underlying strategies and target weights
- Northbridge US Large-Cap Growth7.2%
- Calder & Finch Large-Cap Value10.0%
- Meridian Total US Equity Index5.3%
- Halsey Small-Mid Cap Core7.5%
- Meridian Core Investment-Grade Bond18.4%
- Pellham Short Duration Income15.7%
- Calder & Finch Corporate Credit19.6%
- Lindqvist Global Bond Ex-US10.4%
- Oakhurst Government Money Market6.0%
Weights are targets and will drift with market movement between rebalances.