Target Allocation Active — Conservative
Target AllocationTarget Allocation Active20% Equity / 78% Fixed Income · Active implementation · Last reviewed 2026-02-11
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
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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 | 0.27% | 5.4% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.44% | 7.3% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.51% | 3.5% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.43% | 3.9% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.31% | 18.6% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.16% | 19.9% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.19% | 19.1% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.53% | 20.4% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.