BLUIX Mutual Fund

BLUIX Mutual Fund (Blueprint Adaptive Growth Allocation Fund Institutional Class) is managed by Blueprint fund management with $256.9M in net assets. BLUIX expense ratio is 1.33%, holding 295 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2020-03-31.

BLUIX performance shows a YTD return of 6.01%. The 1-year return is 16.84% and the 5-year return is 6.89%. BLUIX dividend yield stands at 4.10%, 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 ETF (2.8%). Go to all BLUIX holdings, BLUIX sectors, or BLUIX dividends.

BLUIX can be compared against other funds. Use BLUIX overlap to find shared positions, or BLUIX vs another fund for a side-by-side view. BLUIX alternatives are available via the screener, along with tax-loss harvesting opportunities.