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BlackRock US Total Bond Index K (WFBIX) Fund Ranking and Research

Ranking, Research and Recommendation of BlackRock US Total Bond Index K (WFBIX) Fund

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

 

Graph of BlackRock US Total Bond Index K Fund (WFBIX) ManagerFund Manager - Scott Radell

Fund Manager Information

Fund Manager Tenure: 11.3 years
Fund Family: BlackRock
Fund Category: Intermediate-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.57)     (What does this score mean?)

 

Graph of BlackRock US Total Bond Index K Fund (WFBIX) ProfileBlackRock US Total Bond Index K Fund (WFBIX) Profile

Fund Profile and Description

BlackRock US Total Bond Index K Fund seeks to provide investment results that correspond to the total return performance of fixed-income securities in the aggregate, as represented by the Barclays Capital U.S. Aggregate Bond index. BlackRock US Total Bond Index K Fund invests at least 90% of the value of the assets, plus the amount of any borrowing for investment purposes, in securities comprising the Barclays Aggregate Index, which are considered bonds. It is a "feeder" fund that invests all of its investable assets in the Master Portfolio of MIP.

 

BlackRock US Total Bond Index K (WFBIX) Fund Strength What we like about BlackRock US Total Bond Index K (WFBIX) Fund

Data for BlackRock US Total Bond Index K Fund (WFBIX) as of May 30, 2016

  • BlackRock US Total Bond Index K Fund (WFBIX) management has been with BlackRock US Total Bond Index K Fund for 11.3 years
  • BlackRock US Total Bond Index K Fund (WFBIX) has good short-term performance (1-year return 2.91% vs 2.06% Intermediate-Term Bond category median performance)
  • BlackRock US Total Bond Index K Fund (WFBIX) has good mid-term performance (3-year return 2.81% vs 2.45% Intermediate-Term Bond category median performance)
  • BlackRock US Total Bond Index K Fund (WFBIX) ratio of up-years vs down years is greater than 2
  • Asset base in BlackRock US Total Bond Index K Fund (WFBIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • BlackRock US Total Bond Index K Fund (WFBIX) 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 US Total Bond Index K Fund (WFBIX) has a lower expense ratio than its Intermediate-Term Bond average: 0.06% vs 0.81%
  • BlackRock US Total Bond Index K Fund (WFBIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

BlackRock US Total Bond Index K Fund (WFBIX) Weakness What we are cautious about BlackRock US Total Bond Index K (WFBIX) Fund

Data for BlackRock US Total Bond Index K Fund (WFBIX) as of May 30, 2016

  • BlackRock US Total Bond Index K Fund (WFBIX) has a less-than-ideal Long-term performance (5-year return 3.15% vs 3.27% Intermediate-Term Bond category median performance)
  • BlackRock US Total Bond Index K Fund (WFBIX) has a Morningstar rating of 3 and below
  • BlackRock US Total Bond Index K Fund (WFBIX) is less safe compared to its Intermediate-Term Bond peers
  • BlackRock US Total Bond Index K Fund (WFBIX) has an annual stock turnover rate of 356.00% that is higher than the Intermediate-Term Bond average of 158.97%. This could mean BlackRock US Total Bond Index K is more nimble, but also signal potential high tax impact and high trading fees
See BlackRock US Total Bond Index K Fund (WFBIX) performance details as of May 30, 2016

 

What do you think?

 

Compare BlackRock US Total Bond Index K Fund (WFBIX)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 US Total Bond Index K3.502.912.813.15
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 US Total Bond Index K Fund (WFBIX)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 US Total Bond Index K Fund (WFBIX) Net Asset TrackingBlackRock US Total Bond Index K (WFBIX) Fund Net Asset

Track net asset change of BlackRock US Total Bond Index K fund (WFBIX)

DateNet Asset
05/2016$475.26M
03/2016$389.29M
02/2016$341.39M
More historic net asset information on BlackRock US Total Bond Index K Fund (WFBIX)

  

Graph of BlackRock US Total Bond Index K Fund (WFBIX) Portfolio TrackingBlackRock US Total Bond Index K (WFBIX) Fund Portfolio Allocation

Track portfolio allocation change of BlackRock US Total Bond Index K fund (WFBIX)

DateCashStockBondOther
03/201613.38%0%85.95%0%
12/201513.51%0%85.72%0%
09/201512.26%0%86.78%0.02%
Click here to see more historic asset allocation information on BlackRock US Total Bond Index K Fund (WFBIX)

 

graph of BlackRock US Total Bond Index K Fund (WFBIX) Top 10 Position TrackingTop 10 Holdings in BlackRock US Total Bond Index K (WFBIX) Fund

Discover what BlackRock US Total Bond Index K Fund (WFBIX) manager is buying

Mar 30, 2016
BlackRock MIP US Total Bond Index Master [100.03%]

Dec 30, 2015
BlackRock MIP US Total Bond Index Master [100.01%]

Sep 29, 2015
BlackRock MIP US Total Bond Index Master [100.04%]
Click here for Stock Holding Change Map in BlackRock US Total Bond Index K Fund (WFBIX)

  

Latest News on BlackRock US Total Bond Index K (WFBIX) Fund

See what is happening with BlackRock US Total Bond Index K Fund (WFBIX)

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BlackRock US Total Bond Index K Fund (WFBIX) Related ResourcesSee more information on BlackRock US Total Bond Index K (WFBIX) Fund

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