Low Duration — Near-Term Growth
Low DurationLow Duration30% Equity / 64% Fixed Income · Blend implementation · Last reviewed 2026-06-15
ActiveConstruction v9Jan 2016 – Jul 2026Benchmark: 1–3 Year Government/Credit Index
AI insights
Generate a briefing on positioning, performance, and risk for Low Duration — Near-Term Growth.
Underlying holdings
9 positions · 100.1% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | Mutual Fund | 0.20% | 7.2% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.48% | 10.0% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.07% | 5.3% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.09% | 7.5% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.43% | 18.4% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.19% | 15.7% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.15% | 19.6% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.19% | 10.4% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 6.0% |
Holdings reflect the latest published sleeve weights and are subject to change.