BLUI ETF
Bluemonte Diversified Income ETF
BLUI ETF Overview
BLUI ETF (Bluemonte Diversified Income ETF) is managed by Bluemonte Investment Management with $115.4M in net assets. BLUI expense ratio is 0.67%, holding 8 positions across sectors including Financials. Inception date: 2025-06-20.
BLUI performance shows a YTD return of 1.00%. The 1-year return is 2.27%. BLUI dividend yield stands at 5.35%, paid monthly.
BLUI top holdings include SPDR Bloomberg High Yield Bond ETF (19.8%), MFS Active Core Plus Bond ETF (19.6%), Pimco Active Bond Etf (19.3%), Cohen & St Ral E (10.5%), First Trust Senior Loan (10.2%). Go to all BLUI holdings, BLUI sectors, or BLUI dividends.
BLUI can be compared against other funds. Use BLUI overlap to find shared positions, or BLUI vs another fund for a side-by-side view. BLUI alternatives are available via the screener, along with tax-loss harvesting opportunities.