CIT: Blackrock 20 Plus Treasury Bond Index Fund Class R (WBRTBX)
| Fund Assets | n/a |
| Expense Ratio | n/a |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 8.63 |
| YTD Return | -1.15% |
| 1-Year Return | 2.76% |
| 5-Year Return | -32.82% |
| 52-Week Low | 8.31 |
| 52-Week High | 9.11 |
| Beta (5Y) | 0.54 |
| Holdings | n/a |
| Inception Date | n/a |
About WBRTBX
BlackRock 20+ Treasury Bond Index Fund Class R is a long government bond index fund that seeks to match the price and yield performance of the Bloomberg U.S. 20+ Year Treasury Bond Index, before fees and expenses. This fund primarily invests in U.S. Treasury bonds with maturities greater than 20 years, making it highly sensitive to changes in interest rates and providing significant duration exposure to investors. By focusing on long-term government securities, the fund serves as a benchmark-aligned vehicle for those interested in tracking the performance of the U.S. long-term Treasury market. With an expense ratio near 0.12–0.14% and assets under management totaling several million dollars, it offers a cost-efficient way to gain exposure to U.S. sovereign credit and interest rate risk. This fund plays a significant role in portfolio strategies seeking risk mitigation, diversification, or a counterbalance to equity holdings, given the historically negative correlation between U.S. Treasuries and other asset classes during periods of economic uncertainty or market volatility.
Performance
WBRTBX had a total return of 2.76% in the past year, including dividends. Since the fund's inception, the average annual return has been -4.74%.