BLUPX Mutual Fund

BLUPX Mutual Fund

NAV$12.07
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Fund Essentials

Net Assets
$2M
Expense Ratio
1.59%
Dividend Yield (Current)
0.30%
Holdings
295
Inception Date
Mar 31, 2020
Fund Family
Blueprint fund management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-0.08%
1 Year+1.09%
3 Year-2.00%

Asset Allocation

Stocks: 75.24%
Bonds: 0.26%
Cash: 1.18%
Other: 23.32%
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Dividend Summary

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Dividend Yield (Current)
0.30%
Frequency
Annually
Latest Distribution
$0.05
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BLUPX Mutual Fund Overview

BLUPX Mutual Fund (Blueprint Adaptive Growth Allocation Fund Investor Class) is managed by Blueprint fund management with $2.1M in net assets. BLUPX expense ratio is 1.59%, holding 295 positions across various sectors. Inception date: 2020-03-31.

BLUPX performance shows a YTD return of -0.08%. The 1-year return is 1.09%. BLUPX dividend yield stands at 0.30%, paid annually.

BLUPX top holdings include a diversified portfolio. Go to all BLUPX holdings, BLUPX sectors, or BLUPX dividends.

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