How Tax-Loss Harvesting Is Naturally Baked Into Our Process
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If you’d like to learn more about BLUIX, a risk-managed, global asset allocation fund
Investors should carefully consider the investment objectives, risks, and charges and expenses of the fund before investing. The prospectus contains this and other information about the fund, and it should be read carefully before investing. Investors may obtain a copy of the prospectus by calling 866-983-4525.
The Blueprint Funds are distributed by Ultimus Fund Distributors, LLC (Member FINRA). Ultimus Fund Distributors, LLC and the Blueprint Funds are separate and unaffiliated.
IMPORTANT RISK INFORMATION:
The information provided is not intended to be tax advice. Investors should be urged to consult their tax professionals or financial professionals for more information regarding their specific tax situations.
The sub-adviser's investment process considers the realization of capital gains as one factor in making investment decisions for the Fund and, while no one factor is determinative in the investment process, tax-loss harvesting is opportunistically implemented in the Fund's portfolio when determined to be appropriate by the sub-adviser.
Tax-Loss Harvesting: The timely selling of securities at a loss to offset the amount of capital gains tax owed from selling profitable assets. This strategy is commonly used to limit short-term capital gains, commonly taxed at a higher rate than long-term capital gains, to preserve the value of the investor’s portfolio while reducing taxes.