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MSUMX BlackRock US Mortgage Portfolio Instl

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Fund MSUMX BlackRock US Mortgage Portfolio Instl
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Annual Fees
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
Est. savings over 30 yrs
As of 12/31/16
1 YR RETURN 2.64%
3 YR 3.95%
5 YR 3.87%
10 YR 5.76%
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.

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