September 2024 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 is an increase from the prior month and spread across 81 stocks, with 1% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Consumer discretionary and health care
This Month: Largest % Decreases
Communication services and tech
Last Month: Best Performers
Real estate and utilities
Last Month: Worst Performers
Energy and consumer discretionary
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