Target Allocation Blend — Aggressive Growth
Target AllocationTarget Allocation Blend90% Equity / 8% Fixed Income · Blend implementation · Last reviewed 2026-03-15
ActiveConstruction v14Jan 2016 – Jul 2026Benchmark: Blended Global 60/40 Index
AI insights
Generate a briefing on positioning, performance, and risk for Target Allocation Blend — Aggressive Growth.
Underlying holdings
8 positions · 99.9% of the model
| Strategy | Ticker | Asset class | Vehicle | Expense | Weight |
|---|---|---|---|---|---|
| Northbridge US Large-Cap Growth | NBLGX | Equity | Mutual Fund | 0.47% | 15.8% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.18% | 17.0% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.23% | 15.0% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.15% | 25.9% |
| Lindqvist International Core Equity | LQICX | Equity | Mutual Fund | 0.47% | 16.2% |
| Meridian Core Investment-Grade Bond | MRCBX | Fixed Income | Mutual Fund | 0.05% | 3.1% |
| Pellham Short Duration Income | PLSDX | Fixed Income | Mutual Fund | 0.28% | 4.9% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.