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Morningstar

BlackRock Systematic Multi-Strat Instl BIMBX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 10.04  /  0.30 %
  • Total Assets 6.9 Bil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Multistrategy
  • Alt Style Correlation / Relative Volatility High / Low
  • Min. Initial Investment 2,000,000
  • Status Open
  • TTM Yield 4.17%
  • Turnover 936%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:10 PM GMT+0

Morningstar’s Analysis BIMBX

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

People Pillar

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

Provides drawdown protection and diversifying potential.

Director Simon Scott

Simon Scott

Director

Summary

BlackRock Systematic Multistrategy is led by an experienced management team that thoughtfully combines three complementary strategies. Its three cheapest share classes continue to earn a Morningstar Analyst Rating of Bronze, though its most expensive remains Neutral.

by Simon Scott
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BIMBX

More BIMBX Holdings
  • Current Portfolio Date
  • Equity Holdings 401
  • Bond Holdings 1524
  • Other Holdings 2018
  • % Assets in Top 10 Holdings 41.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 2Yr Note Dec 23

82.00
5,728,411,172
Government

Us Ultra T-Bond Dec 23

3.70
258,674,312
Government

Euro Bund Future Dec 23

2.38
166,201,422
Government

Federal Home Loan Mortgage Corporation

1.05
73,597,365
Securitized

CASH COLLATERAL USD BZUFT

0.95
66,323,000
Cash and Equivalents

Federal Home Loan Mortgage Corporation

0.91
63,655,460
Securitized

Freddie Mac Stacr Remic Trust

0.90
63,016,771
Securitized

Cardinal Health Inc

0.90
62,893,467
Healthcare

NZD/USD Purchased

0.89
62,056,444
Derivative

CONNECTICUT AVENUE SECURITIES TRUST

0.86
60,302,098
Securitized