BLUIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Blueprint Adaptive Growth Allc Instl (BLUIX) Ownership - Who owns Blueprint Adaptive Growth Allc Instl?

The investment seeks capital appreciation while managing risk... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

BLUIX

Net Assets

171M

Fund Existence

about 5 years

Turnover

81.00

Total Expense Ratio

1.30

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

5000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.33

Assets in Top Ten Holdings

38.6M

Average Credit Quality

Average Effective Duration

3.27

Average Effective Maturity

4.47

Fund of Funds

Yes

Fund Share Class Net Assets

171M

Fund Type

OpenEnd

Index Fund

Management Fee

0.95

Modified Duration

3.31

No Load Fund

Yes

Number of Long Holdings

263.00

Number of Net Holdings

264.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.05

Weighting Top Ten Holdings

30.47%

Gain YTD

-6.432

Annual Yield % from dividends

0.50

Returns for 1 year

4.55

Returns for 3 years

12.57

Returns for 5 years

39.08

Returns for 10 years

N/A

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details