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BlackRock Strategic Income Opps Instl (BSIIX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Strategic Income Opps Instl (BSIIX) Fund

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

 

Graph of BlackRock Strategic Income Opps Instl Fund (BSIIX) ManagerFund Manager - Rick Rieder

Fund Manager Information

Fund Manager Tenure: 9.5 years
Similar Funds: BSICX 
Fund Family: BlackRock
Fund Category: Nontraditional Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)

 

Graph of BlackRock Strategic Income Opps Instl Fund (BSIIX) ProfileBlackRock Strategic Income Opps Instl Fund (BSIIX) Profile

Fund Profile and Description

BlackRock Strategic Income Opps Instl Fund seeks total return as is consistent with preservation of capital. BlackRock Strategic Income Opps Instl Fund normally invests in a combination of other BlackRock fixed income mutual funds (the “underlying funds”) that invest in the sectors of the market, including, but not limited to: high yield securities, international securities, emerging markets debt and mortgages, and/or direct opportunistic purchases of fixed income securities and other securities, which are called the “direct opportunistic purchases.” It may short up to 15% of the market value of the fund’s total assets. BlackRock Strategic Income Opps Instl Fund is non-diversified.

 

BlackRock Strategic Income Opps Instl (BSIIX) Fund Strength What we like about BlackRock Strategic Income Opps Instl (BSIIX) Fund

Data for BlackRock Strategic Income Opps Instl Fund (BSIIX) as of May 30, 2016

  • BlackRock Strategic Income Opps Instl Fund (BSIIX) management has been with BlackRock Strategic Income Opps Instl Fund for 9.5 years
  • BlackRock Strategic Income Opps Instl Fund (BSIIX) has good mid-term performance (3-year return 1.54% vs 0.28% Nontraditional Bond category median performance)
  • BlackRock Strategic Income Opps Instl Fund (BSIIX) has good Long-term performance (5-year return 2.79% vs 1.74% Nontraditional Bond category median performance)
  • BlackRock Strategic Income Opps Instl Fund (BSIIX) ratio of up-years vs down years is greater than 2
  • BlackRock Strategic Income Opps Instl Fund (BSIIX) has a Morningstar rating of 4 and above
  • BlackRock Strategic Income Opps Instl Fund (BSIIX) has an annual stock turnover rate of 1,856.00% vs Nontraditional Bond average of 231.27%. It is good that BlackRock Strategic Income Opps Instl management does not trade extensively for its return.
  • BlackRock Strategic Income Opps Instl Fund (BSIIX) is less volatile than its peers as it has a 3-year Standard Deviation of 2.09, lower than category average of 3.24
  • BlackRock Strategic Income Opps Instl Fund (BSIIX) has a lower expense ratio than its Nontraditional Bond average: 0.59% vs 1.21%
  • BlackRock Strategic Income Opps Instl Fund (BSIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock Strategic Income Opps Instl Fund (BSIIX) Weakness What we are cautious about BlackRock Strategic Income Opps Instl (BSIIX) Fund

Data for BlackRock Strategic Income Opps Instl Fund (BSIIX) as of May 30, 2016

  • BlackRock Strategic Income Opps Instl Fund (BSIIX) has a less-than-ideal short-term performance (1-year return -1.44% vs -0.59% Nontraditional Bond category median performance)
  • BlackRock Strategic Income Opps Instl Fund (BSIIX) is less safe compared to its Nontraditional Bond peers
  • Asset base in BlackRock Strategic Income Opps Instl Fund (BSIIX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See BlackRock Strategic Income Opps Instl Fund (BSIIX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock Strategic Income Opps Instl Fund (BSIIX)Compare with other top Nontraditional Bond category mutual funds

Aadditional top Nontraditional Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
BlackRock Strategic Income Opps Instl0.23-1.441.542.79
Columbia Strategic Income Z (LSIZX)4.651.352.924.44Compare
JPMorgan Unconstrained Debt Select (JSISX)2.861.481.963.01Compare
Columbia Strategic Income W (CTTWX)4.651.082.704.22Compare

See top fund managers for Nontraditional Bond Category Funds

 

Graph of BlackRock Strategic Income Opps Instl Fund (BSIIX) Net Asset TrackingBlackRock Strategic Income Opps Instl (BSIIX) Fund Net Asset

Track net asset change of BlackRock Strategic Income Opps Instl fund (BSIIX)

DateNet Asset
05/2016$29.22B
03/2016$29.80B
02/2016$29.85B
More historic net asset information on BlackRock Strategic Income Opps Instl Fund (BSIIX)

  

Graph of BlackRock Strategic Income Opps Instl Fund (BSIIX) Portfolio TrackingBlackRock Strategic Income Opps Instl (BSIIX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Strategic Income Opps Instl fund (BSIIX)

DateCashStockBondOther
04/201626.18%0.23%65.46%1.96%
02/201634.36%0.25%57.04%2.11%
01/201631.21%0.3%60.72%1.58%
Click here to see more historic asset allocation information on BlackRock Strategic Income Opps Instl Fund (BSIIX)

 

graph of BlackRock Strategic Income Opps Instl Fund (BSIIX) Top 10 Position TrackingTop 10 Holdings in BlackRock Strategic Income Opps Instl (BSIIX) Fund

Discover what BlackRock Strategic Income Opps Instl Fund (BSIIX) manager is buying

Apr 29, 2016
US Treasury Note 0.875% [6.51%]
Fannie Mae Single Family TBA 2.5% 2031-05-01 [4.59%]
US Treasury Note 1.625% [4.52%]
US Treasury Note 1.375% [3.37%]
Fannie Mae Single Family TBA 3% 2031-05-01 [2.86%]
US Treasury Note 1.25% [2.17%]
Fannie Mae Single Family TBA 3.5% 2031-05-01 [2.03%]
Italy(Rep Of) 2% [1.95%]
US Treasury Bond 2.5% [1.85%]
US Treasury Note [1.84%]

Feb 28, 2016
US Treasury Note 1.625% [7.06%]
Fannie Mae Single Family TBA 2.5% 2031-04-01 [6.95%]
US Treasury Note 0.75% [5.99%]
US Treasury Note 1% [3.4%]
US Treasury Note 1.125% [2.1%]
Japan (Government Of) 2yr #356 [1.7%]
Italy(Rep Of) 2% [1.53%]
iShares iBoxx $ High Yield Corporate Bd [1.38%]
US Treasury Note 1.75% [1.27%]
Canada Govt 1.25% [1.21%]

Jan 30, 2016
US Treasury Note 1.75% [4.58%]
Fannie Mae Single Family TBA 2.5% 2031-02-01 [4.19%]
Fed Natl Mort Assc 3.5% [3.78%]
Japan (Government Of) 2yr #356 [1.57%]
Fannie Mae Single Family TBA 2.5% 2031-03-01 [1.42%]
US Treasury Note 2.25% [1.25%]
FNMA 3% [1.12%]
US Treasury Note 1.25% [1.1%]
US Treasury Note 1.625% [1.04%]
Click here for Stock Holding Change Map in BlackRock Strategic Income Opps Instl Fund (BSIIX)

  

Latest News on BlackRock Strategic Income Opps Instl (BSIIX) Fund

See what is happening with BlackRock Strategic Income Opps Instl Fund (BSIIX)

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BlackRock Strategic Income Opps Instl Fund (BSIIX) Related ResourcesSee more information on BlackRock Strategic Income Opps Instl (BSIIX) Fund

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