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BlackRock Core Bond Inv A (BCBAX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Core Bond Inv A (BCBAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of BlackRock Core Bond Inv A Fund (BCBAX) ManagerFund Manager - Rick Rieder

Fund Manager Information

Fund Manager Tenure: 9.5 years
Similar Funds: BCBCX  BCBRX 
Fund Family: BlackRock
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of BlackRock Core Bond Inv A Fund (BCBAX) ProfileBlackRock Core Bond Inv A Fund (BCBAX) Profile

Fund Profile and Description

BlackRock Core Bond Inv A Fund seeks to maximize total return, consistent with income generation and prudent investment management. BlackRock Core Bond Inv A Fund normally invests at least 80% of assets in bonds and maintains an average portfolio duration that is within 20% of the duration of the benchmark. As of December 31, 2009, the average duration of the benchmark was 4.48 years. The management selects bonds from several sectors including: U.S. treasuries and agency securities, commercial and residential mortgage-backed securities, CMOs, asset-backed securities and corporate bonds.

 

BlackRock Core Bond Inv A (BCBAX) Fund Strength What we like about BlackRock Core Bond Inv A (BCBAX) Fund

Data for BlackRock Core Bond Inv A Fund (BCBAX) as of May 30, 2016

  • BlackRock Core Bond Inv A Fund (BCBAX) management has been with BlackRock Core Bond Inv A Fund for 9.5 years
  • BlackRock Core Bond Inv A Fund (BCBAX) has good mid-term performance (3-year return 2.68% vs 2.45% Intermediate-Term Bond category median performance)
  • BlackRock Core Bond Inv A Fund (BCBAX) has good Long-term performance (5-year return 3.39% vs 3.27% Intermediate-Term Bond category median performance)
  • BlackRock Core Bond Inv A Fund (BCBAX) ratio of up-years vs down years is greater than 2
  • BlackRock Core Bond Inv A Fund (BCBAX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.75, lower than category average of 3.08
  • BlackRock Core Bond Inv A Fund (BCBAX) has a lower expense ratio than its Intermediate-Term Bond average: 0.80% vs 0.81%

BlackRock Core Bond Inv A Fund (BCBAX) Weakness What we are cautious about BlackRock Core Bond Inv A (BCBAX) Fund

Data for BlackRock Core Bond Inv A Fund (BCBAX) as of May 30, 2016

  • BlackRock Core Bond Inv A Fund (BCBAX) has a less-than-ideal short-term performance (1-year return 2.03% vs 2.06% Intermediate-Term Bond category median performance)
  • BlackRock Core Bond Inv A Fund (BCBAX) has a Morningstar rating of 3 and below
  • BlackRock Core Bond Inv A Fund (BCBAX) is less safe compared to its Intermediate-Term Bond peers
  • BlackRock Core Bond Inv A Fund (BCBAX) has an annual stock turnover rate of 863.00% that is higher than the Intermediate-Term Bond average of 158.97%. This could mean BlackRock Core Bond Inv A is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock Core Bond Inv A Fund (BCBAX) carries a 4% load
See BlackRock Core Bond Inv A Fund (BCBAX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Core Bond Inv A Fund (BCBAX)Compare with other top Intermediate-Term Bond category mutual funds

Aadditional top Intermediate-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Core Bond Inv A2.972.032.683.39
DoubleLine Total Return Bond N (DLTNX)1.962.452.984.59Compare
Sterling Capital Total Return Bond I (BIBTX)3.753.243.103.66Compare
Touchstone Flexible Income Y (MXIIX)3.013.853.804.64Compare

See top fund managers for Intermediate-Term Bond Category Funds

 

Compare BlackRock Core Bond Inv A Fund (BCBAX)Compare with Intermediate-Term Bond category ETFs

Some Intermediate-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Intermediate-Term Bond ETF (BIV)4.41%3.91%3.36%
Vanguard Total Bond Market ETF (BND)3.37%3.14%2.85%
Vanguard Mortgage-Backed Securities ETF (VMBS)2.02%2.51%2.99%
iShares MBS (MBB)2.24%2.43%2.91%
iShares Interm Government/Credit Bd (GVI)2.51%2.14%1.88%

 

Graph of BlackRock Core Bond Inv A Fund (BCBAX) Net Asset TrackingBlackRock Core Bond Inv A (BCBAX) Fund Net Asset

Track net asset change of BlackRock Core Bond Inv A fund (BCBAX)

DateNet Asset
05/2016$3.09B
03/2016$3.17B
02/2016$3.14B
More historic net asset information on BlackRock Core Bond Inv A Fund (BCBAX)

  

Graph of BlackRock Core Bond Inv A Fund (BCBAX) Portfolio TrackingBlackRock Core Bond Inv A (BCBAX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Core Bond Inv A fund (BCBAX)

DateCashStockBondOther
04/20163.76%0%94.73%0.03%
02/20166.68%0%91.99%0.01%
01/20167.53%0%90.99%0.02%
Click here to see more historic asset allocation information on BlackRock Core Bond Inv A Fund (BCBAX)

 

graph of BlackRock Core Bond Inv A Fund (BCBAX) Top 10 Position TrackingTop 10 Holdings in BlackRock Core Bond Inv A (BCBAX) Fund

Discover what BlackRock Core Bond Inv A Fund (BCBAX) manager is buying

Apr 29, 2016
US Treasury Note 1.25% [9.79%]
US Treasury Note 1.125% [2.76%]
US Treasury Note 1.375% [2.76%]
US Treasury Note 0.75% [2.61%]
US Treasury Note 1.625% [2.25%]
US Treasury Note 0.875% [2.21%]
US Treasury Note 1% [2.12%]

Feb 28, 2016
US Treasury Note 1.625% [5.43%]
US Treasury Note 1% [2.08%]
US Treasury Note 1.125% [1.95%]
GNMA 3.5% [1.94%]
US Treasury Note 0.875% [1.84%]
US Treasury Note 0.75% [1.82%]
US Treasury Note 1.25% [1.75%]

Jan 30, 2016
US Treasury Note 1.625% [5.41%]
US Treasury Note 1% [4.4%]
US Treasury Note 0.875% [3.09%]
US Treasury Note 1.375% [2.8%]
US Treasury Note 0.75% [2.76%]
US Treasury Note 1.25% [2.73%]
GNMA 3.5% [1.97%]
US Treasury Note 2.25% [1.92%]
FHLMC 3.5% [1.83%]
Click here for Stock Holding Change Map in BlackRock Core Bond Inv A Fund (BCBAX)

  

Latest News on BlackRock Core Bond Inv A (BCBAX) Fund

See what is happening with BlackRock Core Bond Inv A Fund (BCBAX)

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BlackRock Core Bond Inv A Fund (BCBAX) Related ResourcesSee more information on BlackRock Core Bond Inv A (BCBAX) Fund

Popular pages on BlackRock Core Bond Inv A (BCBAX) Fund

  

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