BlackRock Funds II: BlackRock Inflation Protected Bond Portfolio; Investor C Shares (BPRCX)

8.91 -0.67%
Oct 04 close; Powered by Koyfin
Pros

None for now.

Cons
Low net assets
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark
High expense ratio
Sales load and/or distribution fees

Pros

None that we could think of.

Cons

  1. BPRCX net assets are $36.82 million. This fund is not a popular choice with retail investors.
  2. BPRCX 3-year return is 3.77%, which is lower than the 3-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 5.93%.
  3. BPRCX 5-year return is 2.17%, which is lower than the 5-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 3.88%.
  4. BPRCX 10-year return is 0.88%, which is lower than the 10-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 2.85%.
  5. BPRCX expense ratio is 1.38%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  6. Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.