About BLUIX
The Blueprint Adaptive Growth Allocation Fund Institutional Class is a multi-asset mutual fund designed to deliver capital appreciation while actively managing risk. Its primary objective is to grow investor capital through a diversified investment strategy that adapts to varying market conditions. The fund typically maintains a balanced allocation, with about 80% in equity securities and 20% in fixed-income holdings, though these allocations are dynamically adjusted based on market signals and proprietary quantitative models.
This fund invests across a broad spectrum of asset classes, including U.S. and international equities, emerging markets, real estate, U.S. and global bonds, inflation-protected securities (TIPS), commodities, and various derivatives. The sub-adviser leverages proprietary trend-following algorithms, analyzing price momentum over multiple timeframes to determine strategic shifts in asset class weights. In periods of heightened volatility or bear markets, the fund may pivot toward a more defensive stance, increasing its exposure to fixed-income assets and reducing equity holdings.
Notable for its dynamic approach and broad diversification, the Blueprint Adaptive Growth Allocation Fund serves investors seeking a flexible, risk-aware portfolio solution that can adjust to changing market landscapes while maintaining exposure to both growth and defensive asset classes.
Fund Family Blueprint Fund Management
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BLUIX
Share Class Institutional Class
Index Index is not available on Lipper Database
BLUIX had a total return of 25.38% in the past year, including dividends.
Since the fund's inception, the average annual return has been 10.58%.
