BLUI ETF
Bluemonte Diversified Income ETF
BLUI ETF Overview
BLUI ETF (Bluemonte Diversified Income ETF) is managed by Bluemonte Investment Management with $111.8M in net assets. BLUI expense ratio is 0.75%, holding 8 positions across sectors including Financials. Inception date: 2025-06-20.
BLUI performance shows a YTD return of 4.15%. The 1-year return is 7.19%. BLUI dividend yield stands at 5.12%, paid monthly.
BLUI top holdings include SPDR Bloomberg High Yield Bond ETF (19.7%), U.S. Government Agency Repurchase Agreement, Collateralized Only By U.S. Government Agency Securities, U.S. Treasuries, And Cash 0.0365% 08/03/2026 (19.4%), Pimco Active Bond Etf (19.3%), Cohen & St Ral E (10.9%), Global X Mlp ETF (10.2%). Go to all BLUI holdings, BLUI sectors, or BLUI dividends.
BLUI can be compared against other funds. Use BLUI overlap to find shared positions, or BLUI vs another fund for a side-by-side view. BLUI alternatives are available via the screener, along with tax-loss harvesting opportunities.