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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

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

Profile

Category
Moderate Allocation
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
1.30
Min. Initial Investment
5000.00
Fund Existence
about 5 years
Turnover
151.00
Front Load
N/A
Net Assets
180694460.00
Manager Tenure
N/A

Fundamentals

BLUIX
Net Assets
181M
Fund Existence
about 5 years
Turnover
151.00
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
N/A
Average Effective Duration
0.28
Average Effective Maturity
0.28
Fund of Funds
Yes
Fund Share Class Net Assets
181M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.95
Modified Duration
0.29
No Load Fund
Yes
Number of Long Holdings
272.00
Number of Net Holdings
273.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.05
Weighting Top Ten Holdings
31.89%
Gain YTD
-0.677
Annual Yield % from dividends
0.49
Returns for 1 year
6.03
Returns for 3 years
22.84
Returns for 5 years
41.65
Returns for 10 years
N/A
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A