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Morningstar

BlackRock Advantage CoreAlpha Bond Inv C BCRCX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 8.44  /  −0.23 %
  • Total Assets 703.3 Mil
  • Adj. Expense Ratio
    1.290%
  • Expense Ratio 1.290%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.70%
  • Effective Duration 5.46 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BCRCX

Will BCRCX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCRCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCRCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BCRCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

BlackRock Advantage CoreAlpha Bond Inv C boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BCRCX

More BCRCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes

10.89 76.9 Mil
Government

Us Long Bond Jun 24

5.37 37.9 Mil
Government

Us 2Yr Note Jun 24

4.52 32.0 Mil
Government

United States Treasury Notes

4.32 30.5 Mil
Government

Cash Offset

4.09 28.9 Mil
—

United States Treasury Bonds

1.31 9.2 Mil
Government

Government National Mortgage Association

1.08 7.7 Mil
Securitized

Us 5Yr Note Jun 24

0.98 7.0 Mil
Government

United States Treasury Notes

0.95 6.7 Mil
Government

United States Treasury Notes

0.90 6.4 Mil
Government