BASOX Mutual Fund

BASOX Mutual Fund (BlackRock Short Obligations Fund Investor A Class) is managed by BlackRock, Inc. (US) with $370.0M in net assets. BASOX expense ratio is 0.60%, holding 247 positions across sectors including Financials, Consumer Staples, Utilities. Inception date: 2018-03-09.

BASOX performance shows a YTD return of 1.89%. The 1-year return is 3.74% and the 5-year return is 3.25%. BASOX dividend yield stands at 3.57%, paid monthly.

BASOX top holdings include Treasury Note 3.875 10/15/2027 (1.8%), Mizuho Securities Usa Llc (1.7%), Credit Agricole Corporate & Investment Bank Sa, New York 5.5 06/02/2025 (1.7%), Treasury Note (Otr) 4.13% Oct 31, 2026 (1.2%), Indonesia Government 7.13 06-15-2038 (1.2%). Go to all BASOX holdings, BASOX sectors, or BASOX dividends.

BASOX can be compared against other funds. Use BASOX overlap to find shared positions, or BASOX vs another fund for a side-by-side view. BASOX alternatives are available via the screener, along with tax-loss harvesting opportunities.