Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.18% 192.00M -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
17.91M 3.99%

Basic Info

Investment Strategy
The Fund seeks a high level of current income consistent with stability of principal by investing in high quality money market instruments, including U.S. Government, bank and commercial obligations.
General
Security Type Money Market Fund
Equity Style --
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market USD
Peer Group Instl Money Market Funds
Global Macro Money Market HC
US Macro Taxable Money Market Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Instl Money Market Funds
Fund Owner Firm Name BlackRock
Broad Asset Class Benchmark Index
^BBUTB13MTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 24
-5.983B Peer Group Low
209.11M Peer Group High
1 Year
% Rank: 38
17.91M
-296.62M Peer Group Low
10.85B Peer Group High
3 Months
% Rank: 67
-409.72M Peer Group Low
8.177B Peer Group High
3 Years
% Rank: 63
-11.04B Peer Group Low
21.76B Peer Group High
6 Months
% Rank: 63
-2.162B Peer Group Low
6.837B Peer Group High
5 Years
% Rank: 53
-15.80B Peer Group Low
20.12B Peer Group High
YTD
% Rank: 67
-409.72M Peer Group Low
8.177B Peer Group High
10 Years
% Rank: 26
-33.66B Peer Group Low
39.78B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2019
2020
2021
2022
2023
2024
2025
YTD
2.25%
0.54%
0.00%
1.67%
5.18%
5.28%
4.33%
0.87%
2.21%
0.54%
0.04%
1.52%
5.14%
5.32%
4.29%
1.01%
2.04%
0.40%
-0.00%
1.45%
4.98%
5.21%
4.15%
0.82%
2.43%
0.80%
0.09%
1.83%
5.40%
5.40%
4.46%
1.04%
2.04%
0.56%
0.03%
1.61%
5.13%
5.26%
4.29%
0.90%
1.84%
0.32%
0.03%
1.31%
4.63%
4.81%
3.84%
0.80%
As of April 11, 2026.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-10-26) 4.07%
30-Day SEC Yield --
7-Day SEC Yield (2-28-25) 4.36%
Number of Holdings 156
Bond
Yield to Maturity (2-28-26) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 7
As of February 28, 2026

Asset Allocation

As of February 28, 2026.
Type % Net
Cash 94.41%
Stock 0.00%
Bond 5.59%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Top 10 Holdings

Name % Weight Price % Change
JPMorgan Securities LLC Repo
14.56% -- --
Bofa Securities Inc Repo
9.55% -- --
Citigroup Global Markets Inc Repo
9.55% -- --
Erste Group Bank AG (New York Branch) Time/Term Deposit
2.86% -- --
Skandinaviska Enskilda Banken AB Time/Term Deposit
1.91% -- --
Svenska Handelsbanken AB (New York) Time/Term Deposits
1.91% -- --
VERTO CAPITAL I VERTOCA 03/02/2026 FIX USD Corporate (Matured) 1.91% -- --
United States of America (Government) 0% 23-JUL-2026
1.88% -- --
10/01/2031 1.65% -- --
Mizuho Bank Ltd (New York Branch) Time/Term Deposit
1.43% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.03%
Administration Fee 80.58K%
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 0.00 None
Minimum Subsequent Investment 0.00 None

Basic Info

Investment Strategy
The Fund seeks a high level of current income consistent with stability of principal by investing in high quality money market instruments, including U.S. Government, bank and commercial obligations.
General
Security Type Money Market Fund
Equity Style --
Broad Asset Class Money Market
Broad Category Capital Preservation
Global Peer Group Money Market USD
Peer Group Instl Money Market Funds
Global Macro Money Market HC
US Macro Taxable Money Market Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Instl Money Market Funds
Fund Owner Firm Name BlackRock
Broad Asset Class Benchmark Index
^BBUTB13MTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (4-10-26) 4.07%
30-Day SEC Yield --
7-Day SEC Yield (2-28-25) 4.36%
Number of Holdings 156
Bond
Yield to Maturity (2-28-26) --
Effective Duration --
Average Coupon --
Calculated Average Quality --
Effective Maturity --
Nominal Maturity --
Number of Bond Holdings 7
As of February 28, 2026

Fund Details

Key Dates
Launch Date 3/11/1987
Last Annual Report Date 12/31/2024
Last Prospectus Date 4/30/2025
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Socially Responsible Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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