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Morningstar

BlackRock Total Return Inv A1 MEHQX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.21  /  0.09 %
  • Total Assets 17.4 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 1,000
  • Status Closed
  • TTM Yield 2.85%
  • Effective Duration —

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:29 AM GMT+00:00

Morningstar’s Analysis MEHQX

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

People Pillar

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

Years of team building will likely make for a smooth transition with the retirement of one leader.‎

Strategist

Summary

| by Eric Jacobson

A planned retirement and management adjustments aren’t likely to dent the appeal of BlackRock ‎Total Return. Broad and deep analytical resources combined with a well-honed process continue to ‎support a Morningstar Analyst Rating of Gold for its cheapest share classes, while its costlier shares are ‎rated Silver.‎

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