Blueprint Fund open-end and exchange-traded products are more expensive than similarly distributed funds at other highly-rated asset managers, on average in the highest quintile of category peers. The higher expense profile contributes negatively to the firm's overall stewardship rating and creates a larger performance hurdle. Only four years of average asset-weighted tenure among Blueprint Fund's longest-tenured managers gives us pause. In isolation, seasoned teams tend to have more experience to draw upon should they need to navigate turbulent market conditions. The firm's stable portfolio management since the firm's inception, indicated by a higher-than-average retention ratio, positively impacts its rating.
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