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BlackRock Total Return Inv A (MDHQX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock Total Return Inv A (MDHQX) Fund

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

 

Graph of BlackRock Total Return Inv A Fund (MDHQX) 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: C (Score: 0.55)     (What does this score mean?)

 

Graph of BlackRock Total Return Inv A Fund (MDHQX) ProfileBlackRock Total Return Inv A Fund (MDHQX) Profile

Fund Profile and Description

BlackRock Total Return Inv A Fund seeks to realize a total return that exceeds that of the Barclays Capital U.S. Aggregate Bond Index. BlackRock Total Return Inv A Fund typically invests more than 90% of assets in a diversified portfolio of fixed-income securities such as corporate bonds and notes, mortgage-backed securities, asset-backed securities, convertible securities, preferred securities and government obligations. It normally invests at least 80% of assets in bonds and invests primarily in investment grade fixed-income securities. BlackRock Total Return Inv A Fund may invest in fixed-income securities of any duration or maturity.

 

BlackRock Total Return Inv A (MDHQX) Fund Strength What we like about BlackRock Total Return Inv A (MDHQX) Fund

Data for BlackRock Total Return Inv A Fund (MDHQX) as of May 30, 2016

  • BlackRock Total Return Inv A Fund (MDHQX) management has been with BlackRock Total Return Inv A Fund for 9.5 years
  • BlackRock Total Return Inv A Fund (MDHQX) has good mid-term performance (3-year return 3.16% vs 2.45% Intermediate-Term Bond category median performance)
  • BlackRock Total Return Inv A Fund (MDHQX) has good Long-term performance (5-year return 4.25% vs 3.27% Intermediate-Term Bond category median performance)
  • BlackRock Total Return Inv A Fund (MDHQX) ratio of up-years vs down years is greater than 2
  • Asset base in BlackRock Total Return Inv A Fund (MDHQX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock Total Return Inv A Fund (MDHQX) has an annual stock turnover rate of 1,015.00% vs Intermediate-Term Bond average of 158.97%. It is good that BlackRock Total Return Inv A management does not trade extensively for its return.
  • BlackRock Total Return Inv A Fund (MDHQX) has a lower expense ratio than its Intermediate-Term Bond average: 0.78% vs 0.81%

BlackRock Total Return Inv A Fund (MDHQX) Weakness What we are cautious about BlackRock Total Return Inv A (MDHQX) Fund

Data for BlackRock Total Return Inv A Fund (MDHQX) as of May 30, 2016

  • BlackRock Total Return Inv A Fund (MDHQX) has a less-than-ideal short-term performance (1-year return 1.61% vs 2.06% Intermediate-Term Bond category median performance)
  • BlackRock Total Return Inv A Fund (MDHQX) has a Morningstar rating of 3 and below
  • BlackRock Total Return Inv A Fund (MDHQX) is less safe compared to its Intermediate-Term Bond peers
  • BlackRock Total Return Inv A Fund (MDHQX) is more volatile than its peers as it has a 3-year Standard Deviation of 3.13 that is higher than category average of 3.08
  • BlackRock Total Return Inv A Fund (MDHQX) carries a 4% load
See BlackRock Total Return Inv A Fund (MDHQX) performance details as of May 30, 2016

 

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Compare BlackRock Total Return Inv A Fund (MDHQX)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 Total Return Inv A3.121.613.164.25
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 Total Return Inv A Fund (MDHQX)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 Total Return Inv A Fund (MDHQX) Net Asset TrackingBlackRock Total Return Inv A (MDHQX) Fund Net Asset

Track net asset change of BlackRock Total Return Inv A fund (MDHQX)

DateNet Asset
05/2016$8.77B
03/2016$8.35B
02/2016$8.01B
More historic net asset information on BlackRock Total Return Inv A Fund (MDHQX)

  

Graph of BlackRock Total Return Inv A Fund (MDHQX) Portfolio TrackingBlackRock Total Return Inv A (MDHQX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock Total Return Inv A fund (MDHQX)

DateCashStockBondOther
12/201510.12%0.16%85.47%0.91%
09/20155.31%0.26%89.4%1.38%
06/20156.13%0.26%88.35%1.23%
Click here to see more historic asset allocation information on BlackRock Total Return Inv A Fund (MDHQX)

 

graph of BlackRock Total Return Inv A Fund (MDHQX) Top 10 Position TrackingTop 10 Holdings in BlackRock Total Return Inv A (MDHQX) Fund

Discover what BlackRock Total Return Inv A Fund (MDHQX) manager is buying

Dec 30, 2015
BlackRock Master Total Return Portfolio [100.16%]

Sep 29, 2015
BlackRock Master Total Return Portfolio [100.12%]

Jun 29, 2015
BlackRock Master Total Return Portfolio [100.12%]
19.64% [0%]
Click here for Stock Holding Change Map in BlackRock Total Return Inv A Fund (MDHQX)

  

Latest News on BlackRock Total Return Inv A (MDHQX) Fund

See what is happening with BlackRock Total Return Inv A Fund (MDHQX)

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BlackRock Total Return Inv A Fund (MDHQX) Related ResourcesSee more information on BlackRock Total Return Inv A (MDHQX) Fund

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