Blueprint Adaptive Growth Allocation Fund Institutional Class (BLUIX)

Overview

The fund is designed to pursue growth primarily through capital appreciation. It operates under normal market conditions, focusing on a diversified investment strategy that includes both direct investments in individual securities and indirect investments via shares of other investment companies. The flexibility of this approach allows the fund to adapt to various market conditions and opportunities, aiming to maximize returns for its investors through a mix of equity securities and fixed-income instruments.

Products and Services

The fund's offerings are designed to cater to a broad spectrum of investor needs, emphasizing growth through a diversified investment portfolio. Below is an overview of its primary investment vehicles:

• Exchange-Traded Funds (ETFs)

  ETFs are investment funds traded on stock exchanges, much like stocks. The fund invests in ETFs to gain exposure to a wide array of securities across different sectors, regions, and asset classes, enabling diversified and flexible investment strategies.

• Open-End Mutual Funds

  These are collective investment schemes that pool money from many investors to purchase securities. The fund’s investment in open-end mutual funds allows it to access a broad range of assets and investment styles, managed by professional fund managers, enhancing the potential for risk-adjusted returns.

• Closed-End Funds

  Closed-end funds are publicly traded investment funds with a fixed number of shares. Investing in these allows the fund to tap into specialized markets and sectors, potentially leading to higher yields, albeit with a different risk profile compared to open-end mutual funds and ETFs.

• Direct Equity Securities Investments

  The fund may also choose to invest directly in equity securities of companies of all capitalizations. This approach enables the fund to specifically target companies that it believes have the potential for high growth, providing a direct avenue for capital appreciation.

• Indirect Fixed-Income Securities Investments

  Though primarily focused on equities, the fund has the flexibility to indirectly invest in fixed-income securities of all credit qualities. This can provide a balanced approach to investment, potentially offsetting the volatility of equity markets with the more stable returns of fixed-income securities.