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Tax-Aware Blend — Growth

Target AllocationTax-Aware BlendTax-aware

70% Equity / 28% Fixed Income · Tax-Aware Blend implementation · Last reviewed 2026-01-10

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ActiveConstruction v12Jan 2016 – Jul 2026Benchmark: Municipal Blend Composite
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Generate a briefing on positioning, performance, and risk for Tax-Aware Blend — Growth.

Resources

Market Reports, Trade Updates, and Factsheets for Tax-Aware Blend — Growth

Market Reports

  • Market Report — Tax-Aware Blend — Growth

    Quarterly positioning commentary covering allocation shifts, risk posture, and the investment committee's outlook.

    PDF

Trade Updates

  • Trade Update — Tax-Aware Blend — Growth

    Summary of the most recent rebalance, including sleeve-level changes and the rationale behind them.

    PDF

Factsheets

  • Factsheet — Tax-Aware Blend — Growth

    One-page overview of the objective, allocation, holdings, performance, and characteristics.

    PDF

Market Reports, Trade Updates, and Factsheets for this model.