Target Allocation Active — Aggressive Growth
Target AllocationTarget Allocation Active90% Equity / 8% Fixed Income · Active implementation · Last reviewed 2026-02-17
ActiveConstruction v11Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Active — Aggressive Growth.
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 | 0.54% | 16.2% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.52% | 19.4% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.05% | 16.2% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.14% | 24.8% |
| Lindqvist International Core Equity | LQICX | Equity | Mutual Fund | 0.20% | 13.4% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.25% | 4.8% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.38% | 3.2% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.