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Morningstar

Blueprint Adaptive Growth Allc Instl BLUIX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis BLUIX

Will BLUIX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BLUIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BLUIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BLUIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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