Target Allocation Blend — Balanced Income
Target AllocationTarget Allocation Blend40% Equity / 58% Fixed Income · Blend implementation · Last reviewed 2026-05-11
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Balanced Income.
Target allocation
Strategic weights at the asset class level
- 40.0% Equity
- 58.0% Fixed Income
- 2.0% Cash
Construction rules
Target Allocation Blend · Blend
Rebalance policy
Reviewed quarterly by the Asset Allocation Committee, with drift bands of ±3% at the asset class level and ±1.5% at the sleeve level.
Implementation
Active strategies paired with index building blocks to balance conviction and cost.
Tax treatment
Taxable fixed income core; best suited to qualified or tax-deferred accounts.
Minimum
$25,000 recommended account minimum for full replication.
Construction v14 · Last reviewed 2026-05-11
Sleeve weights
Underlying strategies and target weights
- Northbridge US Large-Cap Growth10.7%
- Calder & Finch Large-Cap Value9.4%
- Meridian Total US Equity Index12.0%
- Halsey Small-Mid Cap Core7.9%
- Meridian Core Investment-Grade Bond19.2%
- Pellham Short Duration Income13.1%
- Calder & Finch Corporate Credit12.4%
- Lindqvist Global Bond Ex-US13.3%
- Oakhurst Government Money Market2.0%
Weights are targets and will drift with market movement between rebalances.