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BlackRock Impact Mortgage R BGBRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See BlackRock Investment Hub

Morningstar’s Analysis BGBRX

Will BGBRX 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 BGBRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BGBRX 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 BGBRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A changed mandate has narrowed this strategy’s opportunity set.

Senior Analyst R.J. D'Ancona

R.J. D'Ancona

Senior Analyst

Summary

BlackRock Impact Mortgage’s recent mandate change, which aims to prioritize a narrow sector niche, makes outperformance a challenge for this seasoned management duo.

by R.J. D'Ancona
Rated on Published on

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