BLUI ETF
Bluemonte Diversified Income ETF
BLUI ETF Overview
BLUI ETF (Bluemonte Diversified Income ETF) is managed by Bluemonte Investment Management with $107.2M 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 Barclays High Yield Bond ETF (19.7%), Mfs Active Core Plus Bond (19.5%), Pimco Active Bond Etf (19.4%), Cohen & St Ral E (11.2%), Global X Mlp ETF (10.1%). 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.