Morningstar

BlackRock Inflation Protected Bond Fund Class K BPLBX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $9.30  /  +0.11 %
  • Fund Size $1.6B
  • Adjusted Expense Ratio 0.290%
  • Net Expense Ratio 0.870%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Inflation-Protected Bond
  • Fixed-Income Style Box (Funds) High/Moderate
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 5.09%
  • Average Effective Duration 6.62 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis BPLBX

Will BPLBX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BPLBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BPLBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BPLBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

More than TIPS.

Principal Maciej Kowara

Maciej Kowara

Principal

Summary

BlackRock Inflation Protected Bond runs a far more intricate machine than its plain Treasury Inflation-Protected Securities label suggests, and it has so far operated that machinery with discipline.

by Maciej Kowara
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Portfolio Holdings BPLBX

More BPLBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes

3.98 65M
Government

United States Treasury Notes

3.90 63M
Government

United States Treasury Notes

3.88 63M
Government

United States Treasury Notes

3.71 60M
Government

2Y Rtp 4.300000 20-Sep-2027 2

3.65 59M
—

United States Treasury Notes

3.64 59M
Government

United States Treasury Notes

3.40 55M
Government

United States Treasury Notes

3.37 55M
Government

United States Treasury Notes

3.29 53M
Government

United States Treasury Notes

3.29 53M
Government

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