Blueprint’s Risk-Managed Mutual Fund Reaches 5-Year Milestone

Blueprint Investment Partners, an asset manager and pioneer in the creation of systematic, process-driven, and transparent investment strategies for financial advisors, announced today that Blueprint Adaptive Growth Allocation Fund (BLUIX) has reached its 5-year milestone, following its inception March 31, 2020. BLUIX seeks to manage risk by dynamically adjusting global asset class exposures in response to market changes (e.g., expanding volatility, rising/falling rates, and inflation). The Fund is managed by Blueprint Fund Management and sub-advised by Blueprint Investment Partners, and it has achieved a Morningstar Overall Rating™ of 4 stars in a category of 721 US Fund Moderate Allocation funds based on risk-adjusted returns as of 2/28/2025.

“The past five years have allowed BLUIX to demonstrate the benefits of a mutual fund that can adapt to changing market environments and focus on managing downside risk,” says Blueprint Investment Partners CEO and Co-Founder Jon Robinson. “The fund offers portfolio diversification across eight major global asset classes and can rotate toward areas the rules-based investing process signals are strong at the expense of areas of weakness. For example, in 2024 our systems were primarily overweight U.S. equities, which was a well-performing area of the market, and generally underweight foreign equities, which was a poorer-performing pocket. This rotation can occur monthly, giving BLUIX the potential to adapt quickly to the overall economic landscape.”

BLUIX is characterized by these primary attributes:

• Global asset allocation: The portfolio is diversified across eight major global asset classes in a single investment vehicle
• Rules-based process optimized for behavioral finance: The systematic investing process answers questions about what, when, and how much to buy and sell – these repeatable rules maintain discipline during prolonged market volatility because we want to leave no room for emotional decision-making amidst euphoria or fear
• Dynamic adjustments in response to market changes Asset allocation naturally adapts to market conditions – meaning the portfolio can look quite different depending on the environment (e.g., when there are uptrends/downtrends in an asset class, interest rates change, volatility arises, or inflation/deflation occurs)
• Focus on managing downside risk: The Fund was constructed to manage risk during bear markets and severe drawdowns (i.e., 2022 and the Coronacrash of March 2020) but doesn’t need to go completely risk off amidst less significant pullbacks (i.e., those that may affect only select asset classes, not the whole financial system)
• Ongoing tax-loss harvesting: A tax-friendly portfolio is possible by using a blend of timeframes – this time diversification allows losing positions to be sold quickly, but gains can be held as long as uptrends persist

BLUIX replicates the Blueprint Investment Partners Tactical Growth Strategy, the flagship strategy of the firm since its founding.

“We’re grateful to the financial advisors who have been trusting BLUIX as a satellite or core holding. And we look forward to reaching additional investors now that we’ve reached this important milestone,” Robinson adds.

Standardized performance for BLUIX is available here.