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Standpoint Multi-Asset Institutional BLNDX

Medalist Rating as of | See Standpoint Investment Hub
  • NAV / 1-Day Return 15.33  /  −0.13 %
  • Total Assets 863.6 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Long-Short Equity
  • Investment Style Large Blend
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 0.74%
  • Turnover 8%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BLNDX

Will BLNDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Standpoint Multi-Asset Institutional to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers. The strategy changed its peer group in February, moving from the Macro Trading category to the Long-Short Equity Morningstar Category.

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Portfolio Holdings BLNDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0%

10.62 74.2 Mil
Government

Cash

10.11 70.6 Mil
Cash and Equivalents

United States Treasury Bills 0%

9.42 65.8 Mil
Government

STANDPOINT MULTIASSET CFC

8.79 61.4 Mil

SPDR® Portfolio S&P 500 ETF

7.96 55.6 Mil

iShares Core S&P 500 ETF

7.95 55.5 Mil

Vanguard S&P 500 ETF

7.94 55.5 Mil

Schwab US Large-Cap ETF™

7.89 55.1 Mil

United States Treasury Bills 0%

6.50 45.4 Mil
Government

Fcstone Margin Deposit

5.53 38.6 Mil
Cash and Equivalents