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BlackRock Total Factor Inst BSTIX

Analyst rating as of
NAV / 1-Day Return
9.57  /  0.00
Total Assets
243.7 Mil
Adj. Expense Ratio
0.560%
Expense Ratio
0.560%
Fee Level
Low
Longest Manager Tenure
9.07 years
Category
Multistrategy
Alt Style Correlation / Relative Volatility
Low / Medium
Min. Initial Investment
2,000,000
Status
Open
TTM Yield
3.87%
Turnover
49%
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Morningstar’s Analysis

Will BSTIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Team changes reset expectations for this factor-driven fund.

Senior Analyst

Summary

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BlackRock Total Factor employs a standard approach to factor investing across multiple asset classes. Changes to the team’s roster introduce uncertainty around its ability to innovate going forward, driving a Morningstar Analyst Rating downgrade to Neutral from Bronze for all share classes.

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