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BSICX BlackRock Strategic Income Opps Inv C

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Fund BSICX BlackRock Strategic Income Opps Inv C MWCRX Metropolitan West Unconstrained Bd M  
100% 85%
Annual Fees
(1.68% Exp. Ratio)
(1.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.83% annual return
$10,368.60 $12,558.51
Est. savings over 30 yrs +$2,189.91
As of 9/30/16
1 YR RETURN 1.18%
3 YR 1.59%
5 YR 2.82%
10 YR --
1 YR RETURN 3.39%
3 YR 2.76%
5 YR 6.63%
10 YR --
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, of which 10% (as a percentage of the fund's net assets) may be collateralized in loan obligations. It is non-diversified.
The investment seeks positive long-term returns irrespective of general securities market conditions. The fund invests at least 80% of its net assets, which includes borrowings for investment purposes, in securities and instruments it regards as bonds in the U.S. and abroad, including emerging markets, and may purchase securities of varying maturities issued by domestic and foreign corporations and governments. It may invest in both investment grade and "junk bonds", subject to investing no more than 50% of its total assets in securities rated below investment grade. Normally, the average portfolio duration of this fund will vary from -3 years to 8 years.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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