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Mutual Fund Insights: BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX)

In-depth Analysis of BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX)

Mutual fund chart: BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX)

3 months
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1 year
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See BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) performance details as of February 28, 2010

  

    Last Trade: $10.64 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Walter OConnor

Fund Manager Tenure: 3.5 years   [Similar Funds: BTICX ]
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Connor is Managing Director of BlackRock, Inc. since 2006. Walter OConnor is Managing Director of MLIM from 2003 to 2006 and Director (Municipal Tax-Exempt Fund Management) of MLIM from 2000 to 2003.  Get more insights on Walter OConnor

  

What we like about BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) What we like about BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX)

Data for BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) as of February 28, 2010

  • BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) management has been with BlackRock AMT-Free Municipal Bond Inv B Fund for 3.5 years
  • BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) has good mid-term performance (3-year return 3.42% vs 2.52 % Muni National Long category average)
  • BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) ratio of up-years vs down years is greater than 2
  • BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) is less volatile than its peers as it has a 3-year Standard Deviation of 5.84, lower than category average of 7.61
  • BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) has a lower management fee than its Muni National Long average: 0.82% vs 1.02%

  

What we are cautious about BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) What we are cautious about BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX)

Data for BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) as of February 28, 2010

  • BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) has a less-than-ideal short-term performance (1-year return 10.81% vs 12.74 % Muni National Long category average)
  • BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) has a less-than-ideal Long-term performance (5-year return 2.93% vs 3.14 % Muni National Long category average)
  • BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) has a Morningstar rating of 3 and below
  • BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) is less safe compared to its Muni National Long peers
  • BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) has an annual stock turnover rate of 89.00% that is higher than the Muni National Long average of 49.13%. This could mean BlackRock AMT-Free Municipal Bond Inv B is more nimble, but also signal potential high tax impact and high trading fees
  • BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) carries a 4.5% load
See BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Muni National Long category?

Below are some additional Muni National Long mutual funds generated out of our database

  

BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) Net Asset

Track net asset change of BlackRock AMT-Free Municipal Bond Inv B fund (BTIBX)

DateNet Asset
02/2010$436.68M
01/2010$1.41M
11/2009$1.42M
More historic net asset information on BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX)

  

BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) Portfolio Allocation

Track portfolio allocation change of BlackRock AMT-Free Municipal Bond Inv B fund (BTIBX)

DateCashStockBondOther
09/20096.1%0%93.9%0%
06/20093.47%0%96.51%0.02%
03/200911.06%0%88.94%0%
Click here to see more historic asset allocation information on BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX)

  

Most Recent Top 10 Holdings in BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX)

Discover what BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX) manager is buying

30-Sep-09
BlackRock FFI Institutional Tax-Exempt [4.44%]
Washington St G.O. Bds 6% [3.42%]
Delaware Valley Pa Regl Fin Au Rev 5.75% [2.85%]
California St Go Bds 6.5% [2.69%]
North Tex Twy Auth 6.125% [2.56%]
New Jersey St Transn Tr Fd Aut Transn 6% [2.51%]
San Francisco Calif Cmnty Coll Go Bds 5% [2.5%]
Long Island Pwr Auth 6% [2.42%]
Charter Mac Equity Issuer Tr Pfd Shs [2.25%]
Foothill / Eastern Transn Corr Tol 5.75% [2%]

30-Jun-09
Los Angeles Cnty Calif Met Tra Pro 1.95% [4.11%]
Washington St G.O. Bds 6% [3.94%]
Delaware Valley Pa Regl Fin Au Rev 5.75% [2.9%]
New Jersey St Transn Tr Fd Aut Transn 6% [2.89%]
California St Go Bds 6.5% [2.78%]
North Tex Twy Auth 6.125% [2.77%]
San Francisco Calif Cmnty Coll Go Bds 5% [2.67%]
PHILADELPHIA PA GO REF BD [2.59%]
Charter Mac Equity Issuer Tr Pfd Shs [2.58%]
Florida St Brd Ed Cap Outlay Ref B 5.75% [2.21%]

31-Mar-09
Los Angeles Cnty Calif Met Tra Pro 1.95% [3.96%]
Washington St G.O. Bds 6% [3.85%]
New Jersey St Transn Tr Fd Aut Transn 6% [2.81%]
Delaware Valley Pa Regl Fin Au Rev 5.75% [2.74%]
CALIFORNIA ST GO BDS [2.7%]
North Tex Twy Auth 6.125% [2.54%]
San Francisco Calif Cmnty Coll Go Bds 5% [2.51%]
Charter Mac Equity Issuer Tr Pfd Shs [2.51%]
Philadelphia Pa Go Ref Bd 3.23% [2.5%]
Florida St Brd Ed Cap Outlay Ref B 5.75% [2.14%]
Click here for Stock Holding Change Map in BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX)

  

Related books and products to BlackRock AMT-Free Municipal Bond Inv B Fund (BTIBX)

  

Latest News on BlackRock AMT-Free Municipal Bond Inv B (BTIBX)

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