- What does BLUIX invest in?
- Under typical market circumstances, the fund's primary objective is to achieve capital appreciation. It pursues this goal by allocating its assets across a diverse range of investments, including both direct purchases of individual securities and holdings in other pooled investment vehicles. These vehicles encompass exchange-traded funds (ETFs), open-end mutual funds, and closed-end funds. The portfolio has the flexibility to incorporate equity securities, either through direct ownership or indirectly via other funds, spanning companies of all market capitalizations. Additionally, the fund may gain indirect exposure to fixed-income instruments covering the entire spectrum of credit qualities.
- What is the expense ratio of BLUIX?
- Blueprint Adaptive Growth Allocation Fund Institutional Class (BLUIX) charges an expense ratio of 1.31%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BLUIX?
- Blueprint Adaptive Growth Allocation Fund Institutional Class (BLUIX) manages $268.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BLUIX actively managed or an index fund?
- BLUIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BLUIX launched?
- Blueprint Adaptive Growth Allocation Fund Institutional Class (BLUIX) launched in March 2020 and is managed by the fund issuer.
- How has BLUIX performed?
- BLUIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
