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BlackRock US Mortgage Portfolio Instl MSUMX

Analyst rating as of
NAV / 1-Day Return
10.44  /  0.02 %
Total Assets
276.4 Mil
Adj. Expense Ratio
0.450%
Expense Ratio
0.680%
Fee Level
Low
Longest Manager Tenure
11.53 years
Category
Multisector Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
3.16%
Effective Duration
2.38 years
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Morningstar’s Analysis

Will MSUMX outperform in future?

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

This mortgage strategy is morphing.

Associate Director

Summary

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Recent adjustments to the leadership and process behind BlackRock U.S. Mortgage Portfolio indicate that this mortgage-focused offering may take more credit risk than it has previously, resulting in a downgrade of its Process rating to Average as the team builds a record with its new aims in place. The strategy’s cheapest share classes earn a Morningstar Analyst Rating of Neutral, while its most expensive share class is rated Negative.

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