BLUIX Mutual Fund
BLUIX Mutual Fund
NAV$17.66
AUM$257M
TER1.33%
Holdings295
See how much of BLUIX you already own
BLUIX Mutual Fund
NAV$17.66
Blueprint Adaptive Growth Allocation Fund Institutional Class
AUM$257M
TER1.33%
Holdings295
See how much of BLUIX you already own
BLUIX Mutual Fund Overlap Analysis
BLUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BLUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 295 holdings, BLUIX may share significant positions with broad-market funds.
BLUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BLUIX tax-loss harvesting finds highly correlated but non-identical funds.