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Standpoint Multi-asset Fund Institutional Class: (MF: BLNDX)

(NASDAQ Mutual Funds) As of Jul 3, 2025 08:00 PM ET

$13.25 USD

+0.01 (0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2025

Total Return %* Percentile Rank Objective
YTD -7.26 98
3 months -5.41 97
6 months -8.72 98
1 Year -8.31 98
3 Year 2.07 93
5 Year 9.54 36
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of May 31, 2025

1 Year -5.80
5 Year 11.22
10 Year NA
Since Inception 10.06

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.54 NA NA NA
2024 14.66 0.32 1.17 -2.77
2023 1.67 3.14 0.65 0.18
2022 5.77 -0.21 -2.11 0.38
2021 8.87 5.83 1.58 2.56
2020 -2.80 4.93 2.35 11.41

Annual Return

202520242023202220212020
% Total Return -7.2613.155.763.7020.0616.31
% Total Return Rel to Index -8.32-11.87-20.4821.91-8.62-2.08
% Total Return Rel to Peer -10.643.23-7.3916.678.555.62
% Perf Quintile vs Peer* 0.000.005.001.001.001.00
% Dividends 0.000.820.110.060.600.13
% Yield 0.005.495.880.494.431.15
Capital Gains ($) 0.000.000.380.280.180.00
Expense Ratio 0.001.241.241.241.240.00

* 1 = Top 20%, 5 = Bottom 20%