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Morningstar

BlackRock Sustainable High Yld Bd K BSHKX

Morningstar Medalist Rating
Medalist Rating as of | See BlackRock Investment Hub
  • NAV / 1-Day Return 8.70  /  −0.09 %
  • Total Assets 43.7 Mil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.530%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 6.12%
  • Effective Duration 3.24 years

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 11:13 PM GMT+0

Morningstar’s Analysis BSHKX

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

  • People Pillar

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

A strong management team and sound investment process underpin BlackRock Sustainable High Yld Bd K's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BSHKX

More BSHKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity T-Fund Instl

1.66 735,711
Cash and Equivalents

Big River Steel LLC / BRS Finance Corp

1.56 690,343
Corporate

HUB International Ltd.

1.53 677,602
Corporate

Tibco Software Inc

1.53 676,514
Corporate

UKG Inc.

1.45 643,037
Corporate

Us 5Yr Note Jun 24

1.45 641,953
Government

HUB International Ltd.

1.40 619,811
Corporate

Mauser Packaging Solutions Holding Co.

1.36 601,810
Corporate

TransDigm, Inc.

1.28 565,677
Corporate

TransDigm, Inc.

1.26 557,966
Corporate