BX Adhesion Models

BX Models on Adhesion Models: Open Architecture. Non-Proprietary. Risk-Disciplined.

The BX model suite available through Adhesion is a diversified lineup of strategic, equity, international, income, tactical, and risk-managed portfolios designed to support a range of client objectives and market environments.

The suite includes 18 models, from broadly diversified allocation portfolios to focused dividend, momentum, value, international, and volatility-aware strategies.

Each model is built using an open-architecture, non-proprietary framework, with BX evaluating strategies from multiple asset managers and selecting each component for its intended role within the portfolio.

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All models and research are for financial professional use only and not for public distribution. Models are available via a BX Index research license. Please contact us for more details and to learn how to licence the models.

BX Select Models

Model Name

YTD Returns

1Y Returns*

3Y Returns*

Holdings

BX Index Ultra Aggressive

29.50%

23.18%

58 Stocks

BX Index Ultra Conservative

4.90%

9.68%

70 Stocks

BX Index 80/20

13.55%

23.87%

69 Stocks

BX Index 60/40

10.83%

19.27%

70 Stocks

BX Index 40/60

7.95%

14.54%

70 Stocks

BX US Large Cap Core

15.78%

28.37%

25.85%

50 Stocks

BX Tactical Model

8.01%

20.48%

20.45%

15-20 ETFs
& 10 Stocks

*As of June 30, 2026

BX Select Strategies

Model Name

YTD Returns

1Y Returns*

3Y Returns*

Holdings

BX Dividend Growth Titans 10

19.46%

14.82%

14.97%

10 Stocks

BX Dividend Growth Titans 20

13.55%

15.14%

16.80%

20 Stocks

BX Dividend Growth Titans 50

12.89%

17.52%

17.17%

50 Stocks

BX FB Dynamic Volatility Fixed-Income

2.57%

6.04%

7.63%

5 ETFs

BX International Momentum 25

16.94%

35.51%

16.97%

25 Stocks or ADRs

BX US Large Cap Momentum 10

24.37%

37.70%

37.63%

10 Stocks or ADRs

BX Dividend Yield Plus Momentum

26.47%

36.71%

30.18%

50 Stocks

BX Adapt Risk Hedge

23.95%

41.18%

29.06%

81 Stocks

BX Large Cap Value

11.12%

15.02%

15.51%

48 Stocks

BX/Adaptive U.S. Growth-Value Rotation 10

8.75%

23.05%

21.15%

10 Stocks

*As of June 30, 2026

DISCLAIMER

Performance Disclosure

All indexes, models, and research provided are strictly for financial professional use only and not to be shared with the public. Indexes and models are licensable through BX Index by financial professionals.

Please see the model and index fact sheets for more information about any specific index, including launch date. Some of these indices contain data that reflect “hypothetical” or “back-tested” returns. All information prior to an index’s launch date is hypothetical (back-tested), not actual performance, and is based on the index methodology in effect on the index launch date applied to the universe at the time. Complete index methodology is available upon request. Back-tested performance reflects application of an index methodology and selection of index constituents with the benefit of hindsight and knowledge of factors that may have positively affected its performance and may be considered to reflect survivor bias. Actual returns may differ significantly from, and be lower than, back-tested returns. Past performance is not an indication of future results. Back-tested performance is for use with institutions/financial professionals only and is not for use with retail investors.

Index and model returns do not represent the actual trading of investable assets/securities. Index One maintains the index and calculates index levels and performance shown but does not manage actual assets. Returns shown do not reflect any sales charge or investment management fees that may have been paid.

General Disclaimer

BX Index and its third-party index providers do not provide investment or tax advice. BX Index and its third-party index providers make no representation or warranty, express or implied, as to the ability of any index to accurately represent its objective and they shall have no liability for any errors, omissions, or interruptions of any index or the data included therein. Past performance of an index is no guarantee of future results. All information provided is general in nature and not tailored to the needs of any person(s) or entities. BX Partners and its third-party index providers are not an investment nor tax advisor and make no representation regarding the advisability of investing in any specific index model for any client.