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Mutual Fund Insights: BlackRock Bond Portfolio BlackRock Fund (BIBRX)

In-depth Analysis of BlackRock Bond Portfolio BlackRock Fund (BIBRX)

Mutual fund chart: BlackRock Bond Portfolio BlackRock Fund (BIBRX)

3 months
6 months
1 year
3 year
5 year

See BlackRock Bond Portfolio BlackRock Fund (BIBRX) performance details as of February 28, 2010

Last Trade: $9.34 on 3/19/2010, Change: -0.01 (-0.11%)

Fund Manager - Matthew Marra

Fund Manager Tenure: 3.5 years
Fundmojo Fund Grade: B (Score: 0.66) (What does this score mean?)

What we like about BlackRock Bond Portfolio BlackRock Fund (BIBRX)

Data for BlackRock Bond Portfolio BlackRock Fund (BIBRX) as of February 28, 2010

BlackRock Bond Portfolio BlackRock Fund (BIBRX) management has been with BlackRock Bond Portfolio BlackRock Fund for 3.5 years
BlackRock Bond Portfolio BlackRock Fund (BIBRX) has good mid-term performance (3-year return 5.51% vs 4.66 % Intermediate-Term Bond category average)
BlackRock Bond Portfolio BlackRock Fund (BIBRX) has good Long-term performance (5-year return 4.80% vs 4.27 % Intermediate-Term Bond category average)
BlackRock Bond Portfolio BlackRock Fund (BIBRX) ratio of up-years vs down years is greater than 2
BlackRock Bond Portfolio BlackRock Fund (BIBRX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.36, lower than category average of 5.99
BlackRock Bond Portfolio BlackRock Fund (BIBRX) has a lower management fee than its Intermediate-Term Bond average: 0.46% vs 0.95%
BlackRock Bond Portfolio BlackRock Fund (BIBRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about BlackRock Bond Portfolio BlackRock Fund (BIBRX)

Data for BlackRock Bond Portfolio BlackRock Fund (BIBRX) as of February 28, 2010

BlackRock Bond Portfolio BlackRock Fund is a focused fund with 42.76% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
BlackRock Bond Portfolio BlackRock Fund (BIBRX) has a less-than-ideal short-term performance (1-year return 13.23% vs 17.84 % Intermediate-Term Bond category average)
BlackRock Bond Portfolio BlackRock Fund (BIBRX) has a Morningstar rating of 3 and below
BlackRock Bond Portfolio BlackRock Fund (BIBRX) has an annual stock turnover rate of 444.00% that is higher than the Intermediate-Term Bond average of 198.44%. This could mean BlackRock Bond Portfolio BlackRock is more nimble, but also signal potential high tax impact and high trading fees

See BlackRock Bond Portfolio BlackRock Fund (BIBRX) performance details as of February 28, 2010

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BlackRock Bond Portfolio BlackRock Fund (BIBRX) Net Asset

Track net asset change of BlackRock Bond Portfolio BlackRock fund (BIBRX)

Date	Net Asset
02/2010	$947.71M
01/2010	$208.92M
11/2009	$221.13M

More historic net asset information on BlackRock Bond Portfolio BlackRock Fund (BIBRX)

BlackRock Bond Portfolio BlackRock Fund (BIBRX) Portfolio Allocation

Track portfolio allocation change of BlackRock Bond Portfolio BlackRock fund (BIBRX)

Date	Cash	Stock	Bond	Other
09/2009	15.47%	0%	83.57%	0.96%
06/2009	10.6%	0%	85.18%	4.22%
03/2009	7.26%	0%	90.47%	2.27%

Click here to see more historic asset allocation information on BlackRock Bond Portfolio BlackRock Fund (BIBRX)

Most Recent Top 10 Holdings in BlackRock Bond Portfolio BlackRock Fund (BIBRX)

Discover what BlackRock Bond Portfolio BlackRock Fund (BIBRX) manager is buying

30-Sep-09

FNMA [7.67%]
United States Treas Nts 3.25% [6.8%]
United States Treas Nts 3.625% [6.37%]
United States Treas Nts 3% [5.58%]
Receive A Fixed Rate Of 4.20% And Pay A Floating R [4.45%]
Pay A Fixed Rate Of 3.05% And Receive A Floating R [4.3%]
Pay A Fixed Rate Of 3.05% And Receive A Floating R [4.22%]
Receive A Fixed Rate Of 4.20% And Pay A Floating R [4.17%]
US Treasury Note (Fut) [3.81%]
FNMA [3.18%]

30-Jun-09

US TREASURY NOTE [9.17%]
US TREASURY NOTE [6.49%]
Receive A Fixed Rate Of 4.20% And Pay A Floating R [5.18%]
Receive A Fixed Rate Of 4.20% And Pay A Floating R [4.88%]
FNMA [3.78%]
FNMA [3.48%]
Receive A Fixed Rate Of 2.90% And Pay A Floating R [3.46%]
Receive A Fixed Rate Of 2.90% And Pay A Floating R [3.39%]
Pay A Fixed Rate Of 1.26% And Receive A Floating R [2.93%]
Pay A Fixed Rate Of 1.26% And Receive A Floating R [2.92%]

31-Mar-09

Irs: Receive A Fixed Rate Of 3.617% And [6.79%]
(L) Swap: Usd 02/01/13 [6.39%]
US Treasury Note [5.74%]
Irs: Receive A Fixed Rate Of 4.195% And [5.08%]
(L) Swap: Usd 12/03/12 [4.7%]
FNMA [3.78%]
Irs: Receive A Fixed Rate Of 2.895% And [3.34%]
Irs: Receive A Fixed Rate Of 2.895% And [3.26%]
Irs: Receive A Fixed Rate Of 4.51% And P [2.42%]
Ubs Swap 4.51 9/27/10 [2.31%]

Click here for Stock Holding Change Map in BlackRock Bond Portfolio BlackRock Fund (BIBRX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.