Target Allocation Active — Moderately Conservative
Target AllocationTarget Allocation Active30% Equity / 68% Fixed Income · Active implementation · Last reviewed 2026-03-12
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Moderately Conservative.
Target allocation
Strategic weights at the asset class level
- 30.0% Equity
- 68.0% Fixed Income
- 2.0% Cash
Construction rules
Target Allocation Active · Active
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
Actively managed strategies across every sleeve.
Tax treatment
Taxable fixed income core; best suited to qualified or tax-deferred accounts.
Minimum
$25,000 recommended account minimum for full replication.
Construction v13 · Last reviewed 2026-03-12
Sleeve weights
Underlying strategies and target weights
- Northbridge US Large-Cap Growth10.7%
- Calder & Finch Large-Cap Value4.9%
- Meridian Total US Equity Index5.8%
- Halsey Small-Mid Cap Core8.6%
- Meridian Core Investment-Grade Bond15.2%
- Pellham Short Duration Income20.5%
- Calder & Finch Corporate Credit16.6%
- Lindqvist Global Bond Ex-US15.7%
- Oakhurst Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.