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Upturn AI Summary - About
BlackRock Limited Duration Income Trust(BLW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BLW
10/09/2026: BLW (1-star) is currently NOT-A-BUY. Pass it for now.
BlackRock Limited Duration Income Trust (BLW) is a closed-end investment fund designed to provide consistent monthly income through a portfolio of short-to-medium-term debt securities. Its primary strength lies in leveraging BlackRock's extensive credit research to actively manage interest rate risk. The fund offers an opportunity for income-oriented investors to gain exposure to credit markets with more duration control than traditional bond funds. However, investors must consider risks such as potential discounts to Net Asset Value, leverage-related volatility, and interest rate sensitivity. BLW is generally most suitable for income-focused portfolios, though investors should monitor the fund's distribution sustainability and its valuation relative to its NAV.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The fund is primarily designed for income rather than capital appreciation. |
| Momentum investor | Weak fit | Closed-end funds generally lack the short-term price momentum sought by these investors. |
| Value investor | Mixed fit | Value investors may look for the fund when it trades at a significant discount to NAV. |
| Dividend investor | Strong fit | The fund's core objective is to provide consistent monthly income. |
| Low-risk investor | Mixed fit | While it invests in debt, the use of leverage and market price volatility can increase overall risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The share price can fluctuate independently of the underlying NAV. |
| Valuation risk | Medium | Buying at a premium to NAV reduces the total return potential. |
| Competition risk (interest rate environment) | Medium / high | Changes in rates significantly impact the value of fixed-income holdings. |
| Business quality | Medium | Performance relies on the credit picking skills of BlackRock's management team. |
| Dividend income | Medium | Distributions are not guaranteed and can be adjusted based on fund income. |
| Execution risk | Low | Standard fund management processes are well-established at BlackRock. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 16.31% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 460.59M USD | Price to earnings Ratio 18.7 | 1Y Target Price - |
Price to earnings Ratio 18.7 | 1Y Target Price - | ||
Volume (30-day avg) 213.9K shares | Beta 0.6 | 52 Weeks Range 11.43 - 12.98 | Updated Date 10/09/2026 |
52 Weeks Range 11.43 - 12.98 | Updated Date 10/09/2026 | ||
Dividends yield (FY) 11.55% | Basic EPS (TTM) 0.63 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Management fees charged against the fund's net assets. | The company earns money by charging a fee to manage the assets in the fund. |
| Portfolio Interest/Dividends | Income generated from the underlying bonds and debt instruments. | The fund generates income through the interest paid by the bonds it owns. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 18.7 | Forward PE - | Enterprise Value 743.09M | Price to Sales(TTM) 7.96 |
Enterprise Value 743.09M | Price to Sales(TTM) 7.96 | ||
Enterprise Value to Revenue 29.53 | Enterprise Value to EBITDA - | Shares Outstanding 39.10M | Shares Floating - |
Shares Outstanding 39.10M | Shares Floating - | ||
Percent Insiders - | Percent Institutions 31.96 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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