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Analysis

Model Customization

Select customizations to existing flagship model portfolios by substituting specific mutual funds and ETFs of your choosing. Sleeve weights stay as the investment team set them — only the tickers change.

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Sleeve substitutions

0 of 9 sleeves substituted

Choose a replacement fund or ETF for any sleeve. Only funds in the same asset class are eligible, so the flagship allocation stays intact.

Northbridge US Large-Cap Growth

NBLGX · Equity · Mutual Fund · 0.27% expense

5.4%

Calder & Finch Large-Cap Value

CFLVX · Equity · Mutual Fund · 0.44% expense

7.3%

Meridian Total US Equity Index

MRDQX · Equity · Mutual Fund · 0.51% expense

3.5%

Halsey Small-Mid Cap Core

HSMCX · Equity · Mutual Fund · 0.43% expense

3.9%

Meridian Core Investment-Grade Bond

MRCBX · Fixed Income · Mutual Fund · 0.31% expense

18.6%

Pellham Short Duration Income

PLSDX · Fixed Income · Mutual Fund · 0.16% expense

19.9%

Calder & Finch Corporate Credit

CFCCX · Fixed Income · Mutual Fund · 0.19% expense

19.1%

Lindqvist Global Bond Ex-US

LQGBX · Fixed Income · Mutual Fund · 0.53% expense

20.4%

Oakhurst Government Money Market

OKGXX · Cash · Mutual Fund · 0.03% expense

2.0%

Impact vs flagship

Blended expense
0.32%flagship 0.32%
Cost difference
0.00%
Substituted weight
0.0%
Ticker swaps
0
Est. tracking error vs flagship
Low0.00%

How far the custom model's returns may drift from the flagship each year. Estimate only.

Swap list

No substitutions yet — this is the flagship model exactly as managed by the investment team.

Draft

Substitutions are tracked against the flagship model so home-office reporting stays accurate.