MENU
+Compare
BLUIX
Mutual Fund ticker: NASDAQ
AS OF
Aug 28 closing price
Price
$15.72
Change
+$0.07 (+0.45%)
Net Assets
190.42M

BLUIX Blueprint Adaptive Growth Allc Instl Forecast, Technical & Fundamental Analysis

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

Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META).

Industry description

The investment seeks capital appreciation while managing risk. Under normal market conditions, the fund will seek growth through capital appreciation by investing in individual securities and shares of other investment companies, including exchange-traded funds ("ETFs"), open-end mutual funds, and closed-end funds. It may hold equity securities, either directly or indirectly, of all capitalizations, and may indirectly hold fixed-income securities of all credit qualities.

Market Cap

The average market capitalization across the Blueprint Adaptive Growth Allc Instl MF is 3.02T. The market cap for tickers in the group ranges from 1.89T to 4.39T. NVDA holds the highest valuation in this group at 4.39T. The lowest valued company is META at 1.89T.

Volume

The average weekly volume growth across all stocks in the Blueprint Adaptive Growth Allc Instl MF was 63%. For the same stocks of the MF, the average monthly volume growth was 26% and the average quarterly volume growth was -30%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 54
P/E Growth Rating: 100
Price Growth Rating: 28
SMR Rating: 100
Profit Risk Rating: 25
Seasonality Score: -80 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Ultimus Managers Trust225 Pictoria Drive, Suite 450Cincinnati
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CAREX16.760.12
+0.72%
Domini Sustainable Solutions Inv
MEMGX39.88N/A
N/A
MFS Emerging Markets Equity R3
PPIMX8.21N/A
N/A
Principal MidCap Growth III Inst
OSPSX9.84N/A
N/A
Invesco SteelPath MLP Select 40 R6
AGIZX85.35N/A
N/A
Alger Growth & Income Z

BLUIX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BLUIX has been closely correlated with RLBFX. These tickers have moved in lockstep 90% of the time. This A.I.-generated data suggests there is a high statistical probability that if BLUIX jumps, then RLBFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BLUIX
1D Price
Change %
BLUIX100%
N/A
RLBFX - BLUIX
90%
Closely correlated
+0.34%
RLBAX - BLUIX
90%
Closely correlated
+0.35%
CLBFX - BLUIX
89%
Closely correlated
+0.37%
BALCX - BLUIX
89%
Closely correlated
+0.35%
RLBCX - BLUIX
89%
Closely correlated
+0.37%
More