BFMSX : BlackRock Low Duration Bond Portfolio Institutional Shares

BFMSX is a Bond Market High Yield Bond with LOW fees.

BFMSX

BlackRock Low Duration Bond Portfolio Institutional Shares

FI Score

72 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

72% FI Score
  • bfmsx
  • Mutual Fund
  • Bond
  • High Yield Bond

BlackRock Low Duration Bond Portfolio Institutional Shares

Expenses: 0.40% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks to maximize total return, consistent with income generation and prudent investment management. The fund invests primarily in investment grade bonds and maintains an average portfolio duration that is between 0 and 3 years. It normally invests at least 80% of its assets in debt securities. The fund may invest up to 20% of its assets in non-investment grade bonds (commonly called "high yield" or "junk bonds"). It may also invest up to 35% of its assets in assets of foreign issuers, of which 10% (as a percentage of the fund's assets) may be invested in emerging markets issuers.

Largest Holdings

Amount Holding
2.32% iShares Short Maturity Bond ETF
1.77% United States Treasury Notes 1.38%
1.66% Federal Home Loan Mortgage Corporation 4.5%
1.26% Fnma Pass-Thru I 4%
1.08% United States Treasury Notes 0.12%
0.82% Exxon Mobil Corporation 1.57%
0.69% iShares iBoxx $ High Yield Corp Bd ETF
0.66% United States Treasury Notes 0.25%
0.61% Allergan Funding SCS 3.45%
0.60% Ford Credit Floorplan Master Owner Trust A 2.44%
0.57% Bank of America Corporation 3%
0.56% Wells Fargo Bank, National Association 3.32%
0.53% CVS Health Corp 4.1%
0.53% CRD Acc Auto Deal 3.47%
0.53% Energy Transfer Operating L P 4.25%
0.52% Lam Research Corporation 3.75%
0.49% Federal National Mortgage Association 4%
0.48% CVS Health Corp 3.7%
0.48% PFS Financing Corp 1.36%
0.47% NAVIENT PRIVATE EDUCATION LOAN TRUST 1.8%
0.46% Ford Credit Floorplan Master Owner Trust A 3.06%
0.46% Becton, Dickinson and Company 2.89%
0.46% Oracle Corporation 2.4%
0.45% JPMorgan Chase & Co. 3.8%
0.44% Altria Group, Inc. 3.8%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo