March 2025 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
82% equities, which is down slightly from the prior month and spread across 70 stocks, with 18% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Healthcare, real estate, and consumer staples
This Month: Largest % Decreases
Consumer discretionary and information technology
Last Month: Best Performers
Consumer staples and real estate
Last Month: Worst Performers
Consumer discretionary and industrials
Jump To: Asset Allocation
View Archive: ESG Summaries
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