About BLNDX
The Standpoint Multi-Asset Fund Institutional Class is a flexible portfolio mutual fund designed to deliver stable, all-weather returns by diversifying across global equities and futures markets. Its primary objective is to generate positive absolute returns through a balanced allocation between a global equities strategy and a global futures strategy, rather than tracking or outperforming a conventional benchmark. The fund invests heavily in large-cap U.S. equity ETFs, such as those tracking the S&P 500, while also holding significant positions in U.S. Treasury bills and international equity ETFs to enhance diversification. With approximately 15 holdings, the top ten represent a substantial majority of assets, reflecting a focused portfolio approach. The fund features an institutional share class structure, requiring a higher minimum investment, and is overseen with a cost-conscious approach, maintaining a net expense ratio of 1.26%. Since its inception in late 2019, the Standpoint Multi-Asset Fund Institutional Class has sought to smooth volatility and offer resilience across market cycles, making it a notable option for institutional investors seeking diversified exposure across core global asset classes.
Fund Family Standpoint Asset Management LLC
Category Flexible Portfolio
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BLNDX
Share Class Institutional Class
Index Index is not available on Lipper Database
BLNDX had a total return of 5.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.54%.
