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Morningstar

BlackRock Low Duration Bond Inv C BLDCX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 8.78  /  0.22 %
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    1.400%
  • Expense Ratio 1.400%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.77%
  • Effective Duration 1.95 years

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:37 PM GMT+0

Morningstar’s Analysis BLDCX

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

People Pillar

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

A reinforced management team and deep resources maintain this strategy's appeal.‎

Director Eric Jacobson

Eric Jacobson

Director

Summary

BlackRock Low Duration’s vast analytical resources and late 2020 management reinforcements offer ‎enough promise to earn a Morningstar Analyst Rating of Silver for its cheapest share class, while its ‎more-expensive ones are rated Bronze and Neutral.‎

by Eric Jacobson
Rated on Published on

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Portfolio Holdings BLDCX

More BLDCX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1384
  • Other Holdings 144
  • % Assets in Top 10 Holdings 39.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 2Yr Note Dec 23

42.09
2,129,147,969
Government

United States Treasury Notes

5.37
271,403,350
Government

EUR/USD Purchased

2.39
120,664,461
Derivative

United States Treasury Notes

2.25
113,745,982
Government

United States Treasury Notes

2.08
105,058,734
Government

Federal National Mortgage Association

1.90
95,952,889
Securitized

United States Treasury Notes

1.59
80,322,283
Government

United States Treasury Notes

1.58
79,754,133
Government

United States Treasury Notes

1.49
75,505,038
Government

United States Treasury Notes

1.43
72,194,357
Government