BLUIX Mutual Fund
BLUIX Mutual Fund
Blueprint Adaptive Growth Allocation Fund Institutional Class
BLUIX Mutual Fund Overview
BLUIX Mutual Fund (Blueprint Adaptive Growth Allocation Fund Institutional Class) is managed by Blueprint fund management with $251.0M in net assets. BLUIX expense ratio is 1.31%, holding 295 positions across sectors including Unknown, Financials, Information Technology. Inception date: 2020-03-31.
BLUIX performance shows a YTD return of 11.34%. The 1-year return is 24.02% and the 5-year return is 8.18%. BLUIX dividend yield stands at 3.91%, paid annually.
BLUIX top holdings include Nvidia Corp (6.0%), Apple Inc (4.4%), Ishares Gold Trust ETF (3.0%), Direxion Dly S&P 500 Bull (3.0%), Ishares Msci South Korea Capped Etf Swap (2.8%). View all BLUIX holdings, sector breakdown, or dividend history.
BLUIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BLUIX alternatives are available via the screener, along with tax-loss harvesting opportunities.