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Blueprint Adaptive Growth Allc Instl BLUIX

Quantitative rating as of | See Blueprint Fund Investment Hub
  • NAV / 1-Day Return 11.35  /  0.61 %
  • Total Assets 96.8 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.310%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Status Open
  • TTM Yield 0.50%
  • Turnover 130%

Morningstar’s Analysis BLUIX

Will BLUIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Blueprint Adaptive Growth Allc Instl earns a Morningstar Quantitative Rating of Negative on the basis of subpar Parent and People Pillar ratings. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers. The strategy changed its peer group in November, moving from the Global Allocation category to the Allocation--50% to 70% Equity Morningstar Category.

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