Target Allocation Blend — Growth
Target AllocationTarget Allocation Blend70% Equity / 28% Fixed Income · Blend implementation · Last reviewed 2026-01-13
ActiveConstruction v17Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — 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 | 0.42% | 14.1% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.28% | 9.0% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.51% | 19.3% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.04% | 11.8% |
| Lindqvist International Core Equity | LQICX | Equity | Mutual Fund | 0.33% | 15.8% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.29% | 14.2% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.18% | 13.8% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.