Management adjustments and a planned retirement aren’t likely to dent the appeal of BlackRock’s Strategic Income Opportunities strategy. Broad and deep analytical resources combined with a well-honed process continue to support a Morningstar Analyst Rating ranging from Gold to Neutral across vehicles, depending on the level of fees for each share classes.
- NAV / 1-Day Return 9.09 / 0.15 %
- Total Assets 35.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.710%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Nontraditional Bond
- Credit Quality / Interest Rate Sensitivity —
- Min. Initial Investment 2,000,000
- Status Open
- TTM Yield 4.30%
- Effective Duration 3.40 years
Morningstar’s Analysis BSIIX
Will BSIIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 570
- Bond Holdings 4414
- Other Holdings 543
- % Assets in Top 10 Holdings —