6.3 in Long-Term Bond
U.S. News evaluated 31 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 2 / 5 Stars |
| Lipper | 5 5 1 3 1 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 3 / 5 Stars |
| TheStreet.com | C (Hold) |
Fund Overview
The investment seeks to maximize total return, consistent with income generation and prudent investment management. The fund normally invests at least 80% of assets in bonds and maintains an average portfolio duration that is within 20% of the duration of the Barclays Capital Long Government/Credit Index. It may invest up to 20% of its assets in any combination of non-investment grade bonds, non-dollar denominated bonds and bonds of emerging market issuers. The fund may buy or sell options or futures on a security or an index of securities, or enter into credit default swaps and interest rate or foreign currency transactions, including swaps.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | -1.5% |
| 1 Year | 19.8% |
| 3 Years (Annualized) | 13.6% |
| 5 Years (Annualized) | |
| 10 Years (Annualized) |
Performance
The fund has returned 19.85 percent over the past year, and 13.62 percent over the past three years.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 37.71 | 38.71 | -1.01 |
| Stocks | 0.0 | 0.0 | 0.0 |
| Bonds | 76.17 | 0.0 | 76.17 |
| Other | 1.4 | 1.68 | -0.28 |
| Foreign Bonds | 51.06 | 26.18 | 24.87 |
| Foreign Stocks | 0.0 | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.25 | 0.0 | 0.25 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| % Net Assets | |
|---|---|
| Us Ultra T-Bond Mar 12 | 23.24 |
| Us Long Bond Mar 12 | 13.13 |
| Us 2yr Note Mar 12 | 9.64 |
| BlackRock Liquidity TempFund Instl | 9.4 |
| Us 10yr Note Mar 12 | 6.49 |
Fees
BlackRock Long Duration Bond has an expense ratio of 0.90 percent.
