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BlackRock Core Bond Instl (BFMCX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Core Bond Instl (BFMCX) Fund

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

 

Graph of BlackRock Core Bond Instl Fund (BFMCX) ManagerFund Manager - Rick Rieder

Fund Manager Information

Fund Manager Tenure: 9.5 years
Fund Family: BlackRock
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)

 

Graph of BlackRock Core Bond Instl Fund (BFMCX) ProfileBlackRock Core Bond Instl Fund (BFMCX) Profile

Fund Profile and Description

BlackRock Core Bond Instl Fund seeks to maximize total return, consistent with income generation and prudent investment management. BlackRock Core Bond Instl 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 Instl (BFMCX) Fund Strength What we like about BlackRock Core Bond Instl (BFMCX) Fund

Data for BlackRock Core Bond Instl Fund (BFMCX) as of May 30, 2016

  • BlackRock Core Bond Instl Fund (BFMCX) management has been with BlackRock Core Bond Instl Fund for 9.5 years
  • BlackRock Core Bond Instl Fund (BFMCX) has good short-term performance (1-year return 2.38% vs 2.06% Intermediate-Term Bond category median performance)
  • BlackRock Core Bond Instl Fund (BFMCX) has good mid-term performance (3-year return 3.02% vs 2.45% Intermediate-Term Bond category median performance)
  • BlackRock Core Bond Instl Fund (BFMCX) has good Long-term performance (5-year return 3.75% vs 3.27% Intermediate-Term Bond category median performance)
  • BlackRock Core Bond Instl Fund (BFMCX) ratio of up-years vs down years is greater than 2
  • BlackRock Core Bond Instl Fund (BFMCX) has a Morningstar rating of 4 and above
  • BlackRock Core Bond Instl Fund (BFMCX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.8, lower than category average of 3.08
  • BlackRock Core Bond Instl Fund (BFMCX) has a lower expense ratio than its Intermediate-Term Bond average: 0.46% vs 0.81%
  • BlackRock Core Bond Instl Fund (BFMCX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock Core Bond Instl Fund (BFMCX) Weakness What we are cautious about BlackRock Core Bond Instl (BFMCX) Fund

Data for BlackRock Core Bond Instl Fund (BFMCX) as of May 30, 2016

  • BlackRock Core Bond Instl Fund (BFMCX) is less safe compared to its Intermediate-Term Bond peers
  • BlackRock Core Bond Instl Fund (BFMCX) 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 Instl is more nimble, but also signal potential high tax impact and high trading fees
See BlackRock Core Bond Instl Fund (BFMCX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Core Bond Instl Fund (BFMCX)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 Instl3.232.383.023.75
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 Instl Fund (BFMCX)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 Instl Fund (BFMCX) Net Asset TrackingBlackRock Core Bond Instl (BFMCX) Fund Net Asset

Track net asset change of BlackRock Core Bond Instl fund (BFMCX)

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

  

Graph of BlackRock Core Bond Instl Fund (BFMCX) Portfolio TrackingBlackRock Core Bond Instl (BFMCX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Core Bond Instl fund (BFMCX)

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 Instl Fund (BFMCX)

 

graph of BlackRock Core Bond Instl Fund (BFMCX) Top 10 Position TrackingTop 10 Holdings in BlackRock Core Bond Instl (BFMCX) Fund

Discover what BlackRock Core Bond Instl Fund (BFMCX) 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 Instl Fund (BFMCX)

  

Latest News on BlackRock Core Bond Instl (BFMCX) Fund

See what is happening with BlackRock Core Bond Instl Fund (BFMCX)

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BlackRock Core Bond Instl Fund (BFMCX) Related ResourcesSee more information on BlackRock Core Bond Instl (BFMCX) Fund

Popular pages on BlackRock Core Bond Instl (BFMCX) Fund

  

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