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Morningstar

BlackRock Impact Mortgage Inv C BIGCX

Morningstar Analyst Rating
Analyst rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 9.35  /  0.12 %
  • Total Assets 439.4 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.610%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Intermediate Government
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.62%
  • Effective Duration 6.48 years

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:37 PM GMT+00:00

Morningstar’s Analysis BIGCX

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

People Pillar

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

A strong team faces a tough challenge under an altered mandate.

Senior Analyst

Summary

| by R.J. D'Ancona

BlackRock Impact Mortgage’s recent mandate change that aims to prioritize a narrow sector niche makes outperformance a challenge for this seasoned management duo. It earns a Morningstar Analyst Rating of Neutral across all share classes.

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