Blueprint Adaptive Growth Allocation Fund Institutional Class (BLUIX) Research
Under typical market circumstances, the fund's primary objective is to achieve capital appreciation. It pursues this goal by allocating its assets across a diverse range of investments, including both direct purchases of individual securities and holdings in other pooled investment vehicles. These vehicles encompass exchange-traded funds (ETFs), open-end mutual funds, and closed-end funds. The portfolio has the flexibility to incorporate equity securities, either through direct ownership or indirectly via other funds, spanning companies of all market capitalizations. Additionally, the fund may gain indirect exposure to fixed-income instruments covering the entire spectrum of credit qualities.
Market snapshot
- Symbol
- BLUIX
- Price
- $18.06
- Day change
- +1.52%
- Market cap
- $270.1M
- 52-week range
- 14.56-18.06
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon AHL TargetRisk Fund - Investor Class (AHTPX)
- Anchor Risk Managed Equity Strategies Fund - Institutional Class (ATESX)
- Meeder Moderate Allocation Retail (FLDOX)
- Franklin Universal Trust (FT)
- Janus Henderson Global Allocation Fund - Moderate (JMOCX)
- Provident Trust Strategy Fund (PROVX)
- Riverbridge Growth Fund - Investor Class (RIVRX)
- Royce Micro Cap Fund Financial Intermediary Class (RMCFX)
Open Blueprint Adaptive Growth Allocation Fund Institutional Class (BLUIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.