February 2023 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
68% equities, which is up from January and spread across 72 stocks, with 32% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Real estate and materials
This Month: Largest % Decreases
Utilities and consumer staples
Last Month: Best Performers
Consumer discretionary and technology
Last Month: Worst Performers
Consumer staples and healthcare
Jump To: Asset Allocation
View Archive: ESG Summaries
Let's Talk
If you’d like to learn more about our risk-managed U.S. ESG Strategy