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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Flagship modelCustomization name

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.

US Large-Cap Growth

TRLGX · Equity · Mutual Fund · 0.27% expense

5.4%

US Large-Cap Value

TRLVX · Equity · Mutual Fund · 0.44% expense

7.3%

US Equity Index

TREQX · Equity · Mutual Fund · 0.51% expense

3.5%

Small-Mid Cap Core

TRSMX · Equity · Mutual Fund · 0.43% expense

3.9%

Core Investment-Grade Bond

TRCBX · Fixed Income · Mutual Fund · 0.31% expense

18.6%

Short Duration Income

TRSDX · Fixed Income · Mutual Fund · 0.16% expense

19.9%

Corporate Credit

TRCCX · Fixed Income · Mutual Fund · 0.19% expense

19.1%

Global Bond Ex-US

TRGBX · Fixed Income · Mutual Fund · 0.53% expense

20.4%

Government Money Market

TRGXX · 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

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.