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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.20% -0.02% 3.731B 636724.8
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 25.00% 783.27M Upgrade

Basic Info

Investment Strategy
The Fund seeks to track the investment results of an index composed of US dollar-denominated convertible securities, specifically cash pay bonds, with outstanding issue sizes greater than $250 million. The Fund seeks to track the investment results of the Barclays U.S. Convertible Cash Pay Bond > $250MM Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Bond Convertibles US
Peer Group Convertible Securities Funds
Global Macro Bond Other
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Convertible Securities Funds
Fund Owner Firm Name BlackRock
Broad Asset Class Benchmark Index
^SPXTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
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Total Return (NAV)
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--
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--
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-0.32%
21.76%
61.01%
-0.51%
-20.66%
15.34%
10.62%
19.63%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
18.22%
-3.89%
15.58%
10.02%
6.93%
-14.54%
12.40%
7.94%
12.87%
-3.08%
13.90%
9.33%
4.87%
-14.16%
10.85%
6.57%
11.35%
-1.96%
22.38%
53.39%
2.17%
-20.81%
14.49%
10.06%
18.28%
--
--
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6.39%
-15.48%
11.84%
7.28%
12.64%
As of December 08, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.61%
Stock 0.00%
Bond 99.39%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Basic Info

Investment Strategy
The Fund seeks to track the investment results of an index composed of US dollar-denominated convertible securities, specifically cash pay bonds, with outstanding issue sizes greater than $250 million. The Fund seeks to track the investment results of the Barclays U.S. Convertible Cash Pay Bond > $250MM Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Allocation
Broad Category Allocation
Global Peer Group Bond Convertibles US
Peer Group Convertible Securities Funds
Global Macro Bond Other
US Macro Mixed-Assets Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Convertible Securities Funds
Fund Owner Firm Name BlackRock
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

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