Tax-Aware Blend — Moderately Conservative
Target AllocationTax-Aware BlendTax-aware30% Equity / 68% Fixed Income · Tax-Aware Blend implementation · Last reviewed 2026-04-16
ActiveConstruction v18Jan 2016 – Jul 2026Benchmark: Municipal Blend Composite
AI insights
Generate a briefing on positioning, performance, and risk for Tax-Aware Blend — Moderately Conservative.
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 | 0.30% | 8.2% |
| Calder & Finch Large-Cap Value | CFLVX | Equity | Mutual Fund | 0.10% | 7.4% |
| Meridian Total US Equity Index | MRDQX | Equity | Mutual Fund | 0.23% | 8.7% |
| Halsey Small-Mid Cap Core | HSMCX | Equity | Mutual Fund | 0.50% | 5.7% |
| Pellham Intermediate Tax-Free Bond | PLMBX | Fixed Income | Mutual Fund | 0.30% | 24.2% |
| Northbridge Short-Term Municipal | NBSMX | Fixed Income | Mutual Fund | 0.43% | 20.2% |
| Halsey Municipal Credit Opportunities | HSMOX | Fixed Income | Mutual Fund | 0.12% | 23.5% |
| Oakhurst Government Money Market | OKGXX | Cash | Mutual Fund | 0.03% | 2.0% |
Holdings reflect the latest published sleeve weights and are subject to change.