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Overview
An adaptable approach to today's changing bond markets
The BlackRock Strategic Income Opportunities Fund is a flexible bond strategy that seeks to offer investors attractive income, returns and meaningful portfolio diversification.
Flexible, core bond complement
Diversified across markets and strategies
Seeks total return that is consistent with preservation of capital
Strategic Income Opportunities Fund Monthly Commentary
Fiscal on standby
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Performance
Performance
Growth of Hypothetical $10,000
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Distributions
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Returns
Performance data is not currently available
Performance data is not currently available
Performance data is not currently available
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.
The Fund’s returns prior to September 17, 2018 are the returns of a predecessor fund that reorganized into the Fund on September 17, 2018. The predecessor fund had the same investment objectives, strategies and policies, portfolio management team and contractual arrangements, including the same contractual fees and expenses, as the Fund as of the date of the reorganization. As a result, the performance of the Fund would have been substantially similar to that of the predecessor fund.
The Fund’s returns prior to September 17, 2018 are the returns of a predecessor fund that reorganized into the Fund on September 17, 2018. The predecessor fund had the same investment objectives, strategies and policies, portfolio management team and contractual arrangements, including the same contractual fees and expenses, as the Fund as of the date of the reorganization. As a result, the performance of the Fund would have been substantially similar to that of the predecessor fund.
Key Facts
Key Facts
Size of Class (Millions)
as of Jan 15, 2021
$25,352.2 M
Size of Fund (Millions)
as of Jan 15, 2021
$35,675.2 M
Share Class launch date
Feb 05, 2008
Asset Class
Fixed Income
Morningstar Category
Nontraditional Bond
Lipper Classification
Alt Credit Focus Funds
Benchmark Index
BBG Barc U.S. Universal Index
CUSIP
09260B382
Number of Holdings
as of Dec 31, 2020
4,066
Max Offer Price
as of Jan 15, 2021
$10.38
Open to New Investors
Yes
Turnover Percent in the Annual Report
1,805%
Portfolio Characteristics
Portfolio Characteristics
Best 3-Month Return Over the Last 3 Years
3 months ending Jun 30, 2020
6.30%
Worst 3-Month Return Over the Last 3 Years
3 months ending Mar 31, 2020
-5.76%
Fund Standard Deviation (3y)
as of Dec 31, 2020
5.08
For the latest month-end Distribution Yield, click here.
This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.
ESG Integration
ESG Integration
ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Unless otherwise stated in Fund documentation or included within the Fund’s investment objective, inclusion of this statement does not imply that the Fund has an ESG-aligned investment objective, but rather describes how ESG information is considered as part of the overall investment process.
The Fund manager includes ESG considerations in combination with other information in the research and due diligence phase of the investment process. ESG information may be sourced internally, via collaboration with the BlackRock Investment Stewardship team in engaging issuers on material environmental, social or governance topics, or from third-party providers. The Fund manager’s ongoing monitoring of the portfolio involves regular portfolio risk reviews with the Risk and Quantitative Analysis group. These reviews include discussion of the portfolio’s exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate-related metrics, and other factors.
There is an additional management fee waiver of 0.01% related to certain affiliated investments.
Holdings
Holdings
as of Dec 31, 2020
| Name | Weight (%) |
|---|---|
| UNITED STATES TREASURY | 5.10 |
| CHINA PEOPLES REPUBLIC OF (GOVERNMENT) | 4.39 |
| FEDERAL NATIONAL MORTGAGE ASSOCIATION | 2.57 |
| ITALY (REPUBLIC OF) | 2.41 |
| INDONESIA (REPUBLIC OF) | 1.94 |
| Name | Weight (%) |
|---|---|
| INDIA (REPUBLIC OF) | 1.66 |
| CHINA DEVELOPMENT BANK | 1.49 |
| ISHARES IBOXX DOLLAR HIGH YIELD CORPORATE BOND FUND | 1.43 |
| GREECE REPUBLIC OF (GOVERNMENT) | 1.15 |
| FEDERAL HOME LOAN MORTGAGE CORPORATION | 0.80 |
Exposure Breakdowns
Exposure Breakdowns
as of Dec 31, 2020
% Market Value
as of Dec 31, 2020
% Market Value
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management. Certain transactions the funds may utilize may give rise to a form of leverage through either (a) additional market exposure or (b) borrowing capital in an attempt to increase investment return. The use of such transactions includes certain leverage-related risks, including potential for higher volatility, greater decline of the fund’s net asset value and fluctuations of dividends and distributions paid by the fund.
Allocations are subject to change.
Portfolio Managers
Portfolio Managers
Chief Investment Officer of Global Fixed Income and Head of the Global Allocation Team
Rick Rieder, Managing Director, is BlackRock's Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Mr. Rieder is a member of BlackRock’s Executive Sub-Committee on Investments, a member of BlackRock's Global Operating Committee, and Chairman of the firm-wide BlackRock Investment Council.
Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury and is currently a member of the Federal Reserve Investment Advisory Committee on Financial Markets.
Mr. Rieder currently serves on the Alphabet/Google Investment Advisory Committee and the UBS Research Advisory Board. He was awarded the Global Unconstrained Fixed Income Manager of the Year for 2015 by Institutional Investor, was nominated for Fixed Income Manager of the Year by Institutional Investor for 2014 and was inducted into the Fixed Income Analysts Society Fixed Income Hall of Fame in 2013. Four of the funds Mr. Rieder manages (Strategic Income Opportunities, Fixed Income Global Opportunities, Total Return, and Strategic Global Bond) have been awarded Gold Medals by Morningstar.
From 1987 to 2008, Mr. Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team, a global proprietary investment platform. He was also global head of the firm's credit businesses, Chairman of the Corporate Bond and Loan Capital Commitment Committee, and a member of the Board of Trustees for the corporate pension fund. Before joining Lehman Brothers, Mr. Rieder was a credit analyst at SunTrust Banks in Atlanta.
Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory's Business School, and the University's Finance Committee, and is the Vice Chairman of the Investment Committee. Mr. Rieder is founder and chairman of the business school's BBA investment fund and community financial literacy program.
Mr. Rieder serves as Chairman and President of the Board of Education for North Star Academy's fourteen Charter Schools in Newark, New Jersey, and is the Founder and Chairman of the Board of Graduation Generation Public School Collaboration in Atlanta. He is on the Board of the BlackRock Foundation, the Board of Advisors for the Hospital for Special Surgery, and the Board of Big Brothers/Big Sisters of Newark and Essex County. Mr. Rieder formerly served on the Board and National Leadership Council of the Communities in Schools Educational Foundation, and Trustee for the US Olympic Foundation. Mr. Rieder was honored at the Choose Success Awards ceremony in Atlanta in 2015 for his dedication to public education in Atlanta through CIS and Graduation Generation.
Portfolio Manager
Literature
Literature
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