September 2021 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
99% equities, which will be unchanged from August and spread across 73 stocks, with 1% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Utilities and consumer discretionary
This Month: Largest % Decreases
Energy and healthcare
Last Month: Best Performers
Financials and utilities – with rising trends in U.S. equity markets persisting, the Strategy continues to benefit from its large-cap focused exposure
Last Month: Worst Performers
Energy and pharma
Jump To: Asset Allocation
View Archive: ESG Summaries
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