Target Allocation Blend — Conservative
Target AllocationTarget Allocation Blend20% Equity / 78% Fixed Income · Blend implementation · Last reviewed 2026-03-18
ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Conservative.
Underlying holdings
9 positions · 99.9% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | Mutual Fund | 0.27% | 6.5% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.45% | 2.8% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.04% | 6.2% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.06% | 4.4% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.37% | 20.6% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.25% | 19.0% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.18% | 19.2% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.04% | 19.2% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.