March 2024 ESG Summary For Risk-Managed ESG Strategy
Source: Blueprint Investment Partners
For illustrative purposes only. Diversification does not guarantee investment returns and does not eliminate the risk of loss. Diversification among investment options and asset classes may help to reduce overall volatility.
This Month: Asset Allocation
89% equities, which is a slight reduction from the prior month and spread across 71 stocks, with 11% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Consumer staples and consumer discretionary
This Month: Largest % Decreases
Technology and real estate
Last Month: Best Performers
Consumer discretionary and industrials
Last Month: Worst Performers
Real estate and energy
Jump To: Asset Allocation
View Archive: ESG Summaries
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