BLUC ETF
Bluemonte Large Cap Core ETF
BLUC ETF Overview
BLUC ETF (Bluemonte Large Cap Core ETF) is managed by Bluemonte Investment Management with $328.7M in net assets. BLUC expense ratio is 0.23%, holding 5 positions across sectors including Financials. Inception date: 2025-06-20.
BLUC performance shows a YTD return of 7.57%. The 1-year return is 16.19%. BLUC dividend yield stands at 0.64%, paid quarterly.
BLUC top holdings include Spdr Port Sp 500 (40.4%), Vanguard Growth Etf (33.7%), Ishares Mornings (20.0%), Vanguard Value ETF (5.2%), Ginnie Mae Ii Pool 4.5 04/20/2048 (0.7%). Go to all BLUC holdings, BLUC sectors, or BLUC dividends.
BLUC can be compared against other funds. Use BLUC overlap to find shared positions, or BLUC vs another fund for a side-by-side view. BLUC alternatives are available via the screener, along with tax-loss harvesting opportunities.