Target Allocation Active — Moderate Growth
Target AllocationTarget Allocation Active80% Equity / 18% Fixed Income · Active implementation · Last reviewed 2026-01-16
ActiveConstruction v15Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Moderate 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 | 0.14% | 11.1% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.50% | 14.1% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.48% | 11.6% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.50% | 19.3% |
| Lindqvist International Core Equity | LQICX | Equity | Mutual Fund | 0.28% | 24.0% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.41% | 8.8% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.37% | 9.2% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.