Target Allocation Active — Growth
Target AllocationTarget Allocation Active70% Equity / 28% Fixed Income · Active implementation · Last reviewed 2026-06-15
ActiveConstruction v19Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Growth.
Underlying holdings
8 positions · 100.1% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | Mutual Fund | 0.38% | 7.9% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.11% | 13.7% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.16% | 12.3% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.55% | 18.1% |
| Lindqvist International Core Equity | LQICX | Equity | Mutual Fund | 0.11% | 18.1% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.20% | 11.4% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.10% | 16.6% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.