BlackRock Strategic Income Opportunities’ disciplined, risk-focused process, a strong and deep team, and attractive fees earns the strategy’s cheapest share classes Morningstar Analyst Ratings of Gold and Silver, while its most expensive classes receive a rating of Bronze.
BlackRock Strategic Income Opps Instl BSIIX
NAV / 1-Day Return
10.35
/
0.02
%
Total Assets
37.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.620%
Expense Ratio
0.840%
Fee Level
Low
Longest Manager Tenure
10.58
years
Category
Nontraditional Bond
Credit Quality / Interest Rate Sensitivity
Low / LimitedMin. Initial Investment
2,000,000
Status
Open
TTM Yield
2.64%
Effective Duration
3.41
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will BSIIX 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 BSIIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the BSIIX 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 BSIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A very strong proposition that delivers on its promise.
