BlackRock US Mortgage Portfolio

Scorecard
5 / 5 Stars
Lipper
5 5 5 3 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

#2 in Short-Term Bond

U.S. News evaluated 122 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 1.43 percent over the past year, 4.83 percent over the past three years, and 7.70 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 2.5%
1 Year 1.4%
3 Years (Annualized) 4.8%
5 Years (Annualized) 7.7%
10 Years (Annualized) N/A

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Summary

The investment seeks high total return. The fund invests primarily in mortgage-related securities. Under normal circumstances, it invests at least 80% of its assets in mortgage-backed securities and other mortgage-related securities that are issued by issuers located in the United States. The fund adviser seeks to achieve its investment objective by selecting securities of any maturity. It may also participate in TBA Transactions and enter into dollar rolls. The fund may invest a substantial portion of its assets in non-agency mortgage-related securities that are rated below investment grade.

Fees

Fees are Low compared to funds in the same category.
BlackRock US Mortgage Portfolio has an expense ratio of 0.61 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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