BlackRock Core Bond Portfolio Institutional Shares BFMCX
Strategy
The investment seeks to realize a total return that exceeds that of the Bloomberg Barclays U.S. Aggregate Bond Index. The fund normally invests at least 80% of its assets in bonds and maintains an average portfolio duration that is within ±20% of the duration of the benchmark. The management team selects bonds from several sectors including: U.S. treasuries and agency securities, commercial and residential mortgage-backed securities, CMOs, asset-backed securities and corporate bonds. The fund may invest up to 25% of its assets in assets of foreign issuers, of which 10% (as a percentage of the fund's assets) may be invested in emerging markets issuers.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
BFMCX | BlackRock Core Bond Portfolio Institutional Shares | Institutional | Open | $2.12B | 0.440% | Below Average | $2M | −$42.78M | |||
CCBBX | BlackRock Core Bond Portfolio Class K | Institutional | Open | $697.38M | 0.390% | Below Average | $5M | −$114.01M | |||
BCBAX | BlackRock Core Bond Portfolio Investor A Shares | Front Load | Open | $286.03M | 0.690% | Below Average | $1,000 | −$45.22M | |||
BCBCX | BlackRock Core Bond Portfolio Investor C Shares | Level Load | Open | $9.17M | 1.440% | Below Average | $1,000 | −$3.32M | |||
BCBRX | BlackRock Core Bond Portfolio Class R Shares | Retirement, Medium | Open | $2.76M | 0.940% | Average | $100 | $1.07M |