BASOX Mutual Fund

BASOX Mutual Fund (BlackRock Short Obligations Fund Investor A Class) is managed by BlackRock, Inc. (US) with $364.4M in net assets. BASOX expense ratio is 0.60%, holding 247 positions across sectors including Financials, Communication Services, Information Technology. Inception date: 2018-03-09.

BASOX performance shows a YTD return of 2.21%. The 1-year return is 3.60% and the 5-year return is 3.32%. BASOX dividend yield stands at 3.84%, paid monthly.

BASOX top holdings include Tri-Party Santander Us Capital Mar (1.6%), United States Treasury Note/Bond - When Issued 4% 31Oct2026 (1.4%), Marubeni Finance America 144A (1.4%), Tri-Party Wells Fargo Securities L (1.3%), Glencore Funding Llc 144A 09/01/2026 (1.3%). 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.