Target Allocation Blend — Balanced
Target AllocationTarget Allocation Blend60% Equity / 38% Fixed Income · Blend implementation · Last reviewed 2026-06-12
ActiveConstruction v8Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Balanced.
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 | 0.47% | 12.7% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.25% | 14.4% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.36% | 8.5% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.14% | 12.8% |
| Lindqvist International Core Equity | LQICX | Equity | Mutual Fund | 0.23% | 11.7% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.32% | 23.9% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.24% | 14.1% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.