Target Allocation Blend — Moderately Conservative
Target AllocationTarget Allocation Blend30% Equity / 68% Fixed Income · Blend implementation · Last reviewed 2026-04-10
ActiveConstruction v18Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Moderately Conservative.
Underlying holdings
9 positions · 100.0% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | Mutual Fund | 0.38% | 4.9% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.04% | 5.2% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.57% | 8.0% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.32% | 11.9% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.05% | 18.6% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.52% | 10.3% |
| Calder & Finch Corporate Credit | CFCCX | Fixed Income | Mutual Fund | 0.51% | 19.0% |
| Lindqvist Global Bond Ex-US | LQGBX | Fixed Income | Mutual Fund | 0.58% | 20.1% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.