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BlackRock US Mortgage Portfolio Instl MSUMX

Analyst rating as of
NAV / 1-Day Return
9.21  /  0.19 %
Total Assets
232.1 Mil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Low
Longest Manager Tenure
12.82 years
Category
Multisector Bond
Credit Quality / Interest Rate Sensitivity
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
2.52%
Effective Duration
6.60 years

Morningstar’s Analysis

Will MSUMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid mortgage-focused multi-sector offering.

Summary

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BlackRock U.S. Mortgage boasts a seasoned and well-resourced team, but its opportunity set is narrow relative to multi-sector bond Morningstar Category peers. The strategy’s cheapest share class earns a Morningstar Analyst Rating of Bronze, while its pricier share classes are rated Neutral.

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