Bluemonte Funds
Bluemonte Dynamic Total Market ETF
The strategy is to actively adjust exposure across large, mid, and small-cap U.S. equities and factor tilts to reflect Bluemonte’s top market views.
BLUX Overview
The Bluemonte Dynamic Total Market ETF actively allocates across U.S. large, mid, and small-cap equities, using factor tilts like growth, value, and quality to reflect the firm’s highest-conviction market views and pursue capital growth.
Dynamic Allocation
Shifts exposure among large, mid, and small-cap U.S. equities based on market outlook.
Factor Tilts
Incorporates growth, value, and quality factors to enhance return potential.
Active Management
Reflects Bluemonte’s highest-conviction ideas for U.S. equity positioning.
Why BLUX?
Gain exposure to the full U.S. equity market with flexible allocation.
Benefit from active adjustments to capture shifting market opportunities.
Leverage factor tilts for potential enhanced returns.
Align with Bluemonte’s highest-conviction market insights.
Bluemonte Dynamic Total Market ETF
About Bluemonte Funds
Bluemonte brings institutional-caliber investment strategies to individual investors through a thoughtfully constructed suite of low-cost ETFs. Unlike traditional stand-alone ETFs intended to be mixed and matched, Bluemonte’s coordinated strategies are designed to work together as a complete asset management solution. This integrated approach aims to reduce overlap, improve tax efficiency, and streamline portfolio positioning—offering the potential for greater control and alignment with an investor’s specific risk profile and financial objectives.
Investment Team
Rick Wedell
President & Chief Investment Officer
rwedell@rfgadvisory.com
Eric Larson
Vice President of Investment Solutions
elarson@rfgadvisory.com
Fund Documents
Important Disclosures
Past performance is no guarantee of future results. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.
This material is for informational purposes only and should not be construed as investment advice. Before investing, consider the fund's investment objectives, risks, charges, and expenses. This and other information can be found in the fund's prospectus, which may be obtained from your financial advisor.
Investments in ETFs are subject to market risk, including the possible loss of principal. ETF shares may trade above or below their net asset value. This difference in price may be due to market conditions and other factors.