New Zealand markets closed

iShares US Aggregate Bond Index K (WFBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.700.00 (0.00%)
As of 08:42AM EDT. Market open.

iShares US Aggregate Bond Index K

San Francisco CA 94105

400 Howard Street

BlackRock Funds III

8006439691
Management information
,Lead manager since 2 December 2020
Karen Uyehara, Managing Director, is a Portfolio Manager on the 1-3 Year US Government Bond Index strategy. Prior to working at BlackRock, she was a Portfolio Manager for Western Asset Management from 2002 to 2010. Karen earned a BA in Economics and History from UC San Diego and an MBA in Finance and Investments from USC Marshall School of Business.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryIntermediate Core Bond
Fund familyBlackRock
Net assets2.78B
YTD return-0.67%
Yield3.33%
Morningstar rating★★★
Inception date30 Mar 2011

Fund operations

Last dividend0.08
Last cap gain-15.00
Holdings turnover78.00%
Average for categoryN/A

Fees and expenses

ExpenseWFBIXCategory average
Annual report expense ratio (net)0.10%0.61%
Prospectus net expense ratio0.10%N/A
Prospectus gross expense ratio0.11%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.78%
Max deferred sales loadN/A1.18%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A