Target Allocation Active — Moderately Conservative
Target AllocationTarget Allocation Active30% Equity / 68% Fixed Income · Active implementation · Last reviewed 2026-03-12
ActiveConstruction v13Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
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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 | 0.48% | 10.7% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.26% | 4.9% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.08% | 5.8% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.12% | 8.6% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.51% | 15.2% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.09% | 20.5% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.34% | 16.6% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.10% | 15.7% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.