4 / 5 Stars
4 5 5 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 86 Nontraditional Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 6.25 percent over the past year, 4.73 percent over the past three years, and 8.24 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.3%|
|3 Years (Annualized)||4.7%|
|5 Years (Annualized)||8.2%|
|10 Years (Annualized)||N/A|
The investment seeks total return as is consistent with preservation of capital. The fund normally invests in a combination of fixed income securities, including, but not limited to: high yield securities, international securities, emerging markets debt and mortgages. It may invest significantly in non-investment grade bonds (high yield or junk bonds). The fund may also invest significantly in non-dollar denominated bonds and bonds of emerging market issuers. It may invest up to 15% of its net assets in collateralized debt obligations ("CDOs"), of which 10% of net assets may be in collateralized loan obligations ("CLOs"). The fund is non-diversified.
Fees are Low compared to funds in the same category.
BlackRock Strategic Income Opportunities Portfolio has an expense ratio of 0.65 percent.
Risk is Average compared to funds in the same category according to Morningstar.