BlackRock Strategic Income Opportunities Portfolio Institutional Shares (BSIIX)

$9.40
B Fund
++ Sector
Fund TypeMutual Fund
Fund CategoryBonds
Fund BenchmarkBond - U.S. Corporate
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
BlackRock Strategic Income Opportunities Portfolio Institutional Shares 4 0.04 -0.42% 0.73% 0.65%
Bond - U.S. Corporate 17 0.16 -1.48% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months -0.63% -2.10% 1.47%
Year-to-Date -0.42% -1.48% 1.06%
1 Year 1.95% 0.00% 1.95%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

4%

(low)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 4% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.65%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$832

Real cost (fees + lost compounding)

$1,028

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
61%

Return in excess of styles
(over past year)
0.12%