Target Allocation Active — Balanced
Target AllocationTarget Allocation Active60% Equity / 38% Fixed Income · Active implementation · Last reviewed 2026-05-14
ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
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Underlying holdings
8 positions · 100.0% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | Mutual Fund | 0.12% | 9.8% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.10% | 8.4% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.24% | 10.4% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.12% | 15.8% |
| Lindqvist International Core Equity | LQICX | Equity | Mutual Fund | 0.52% | 15.6% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.21% | 19.2% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.13% | 18.8% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.