BLUPX Mutual Fund
BLUPX Mutual Fund
NAV$12.07
AUM$2M
TER1.59%
Holdings295
BLUPX Mutual Fund
NAV$12.07
Blueprint Adaptive Growth Allocation Fund Investor Class
AUM$2M
TER1.59%
Holdings295
BLUPX Mutual Fund Overlap Analysis
BLUPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BLUPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 295 holdings, BLUPX may share significant positions with broad-market funds.
BLUPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BLUPX tax-loss harvesting finds highly correlated but non-identical funds.