MEMTX Mutual Fund

MEMTX Mutual Fund

NAV$10.20
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Fund Essentials - as of Feb 28, 2026

Net Assets
$484M
Expense Ratio
0.96%
Dividend Yield (Current)
3.46%
Holdings
550
Inception Date
Oct 2, 2006
Fund Family
BlackRock, Inc. (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.15%
1 Year+6.30%
3 Year+3.44%
5 Year-0.17%
10 Year+1.56%

Asset Allocation

Stocks: 0.12%
Bonds: 97.81%
Cash: 2.05%
Other: 0.02%
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Top Holdings

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TickerNameWeight
-Treasury Bill Jun 04, 20265.00%
MCSXXBlackrock Liquidity Funds Municash Portfolio, Institutional Shares2.19%
AL ESDPWR 04/01/2054Energy Southeast A Cooperative District Muni Put Bond Act1.39%
-Port Authority Of New York & New Jersey 5% 01/15/20521.20%
AL SEEPWR 01/01/2054Southeast Var 01/541.00%
Top 10 Concentration: 15.33%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
3.46%
Frequency
Monthly
Latest Distribution
$0.02
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MEMTX Mutual Fund Overview

MEMTX Mutual Fund (BlackRock Strategic Municipal Opportunities Fund Class A) is managed by BlackRock, Inc. (US) with $484.1M in net assets. MEMTX expense ratio is 0.96%, holding 550 positions across sectors including Financials, Utilities, Industrials. Inception date: 2006-10-02.

MEMTX performance shows a YTD return of 1.15%. The 1-year return is 6.30% and the 5-year return is -0.17%. MEMTX dividend yield stands at 3.46%, paid monthly.

MEMTX top holdings include Treasury Bill Jun 04, 2026 (5.0%), Blackrock Liquidity Funds Municash Portfolio, Institutional Shares (2.2%), Energy Southeast A Cooperative District Muni Put Bond Act (1.4%), Port Authority Of New York & New Jersey 5% 01/15/2052 (1.2%), Southeast Var 01/54 (1.0%). Go to all MEMTX holdings, MEMTX sectors, or MEMTX dividends.

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