Target Allocation Active — Balanced Income
Target AllocationTarget Allocation Active40% Equity / 58% Fixed Income · Active implementation · Last reviewed 2026-04-13
ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
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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 | 0.04% | 13.0% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.35% | 12.9% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.47% | 6.8% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.43% | 7.3% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.43% | 11.5% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.22% | 15.9% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.59% | 15.9% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.41% | 14.7% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.