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Upturn AI SWOT - About
BlackRock Limited Duration Income Trust (BLW)
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Upturn Advisory Summary
10/15/2025: BLW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 22.85% | Avg. Invested days 72 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 537.84M USD | Price to earnings Ratio 11.28 | 1Y Target Price - |
Price to earnings Ratio 11.28 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.66 | 52 Weeks Range 12.18 - 14.30 | Updated Date 06/29/2025 |
52 Weeks Range 12.18 - 14.30 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 9.56% | Basic EPS (TTM) 1.26 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 70.71% | Operating Margin (TTM) 91.68% |
Management Effectiveness
Return on Assets (TTM) 4.33% | Return on Equity (TTM) 8.84% |
Valuation
Trailing PE 11.28 | Forward PE - | Enterprise Value 857230208 | Price to Sales(TTM) 8.45 |
Enterprise Value 857230208 | Price to Sales(TTM) 8.45 | ||
Enterprise Value to Revenue 19.2 | Enterprise Value to EBITDA - | Shares Outstanding 37849600 | Shares Floating - |
Shares Outstanding 37849600 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 31.39 |
Upturn AI SWOT
BlackRock Limited Duration Income Trust
Company Overview
History and Background
BlackRock Limited Duration Income Trust (BDT) was established to provide current income and a high total return. It focuses on investments in a diversified portfolio of fixed-income securities.
Core Business Areas
- Fixed-Income Investments: Investment in a diversified portfolio of fixed-income securities, including government and corporate bonds, mortgage-backed securities, and other debt instruments. The investment strategy emphasizes a limited duration approach to manage interest rate risk.
Leadership and Structure
BlackRock Fund Advisors serves as the investment advisor. The fund operates as a closed-end management investment company.
Top Products and Market Share
Key Offerings
- Limited Duration Fixed-Income Portfolio: The fund's primary offering is a portfolio of fixed-income securities designed to provide current income while limiting interest rate risk through a short duration strategy. Market share data specific to BDTu2019s exact strategy is difficult to isolate, as numerous funds operate within the broader fixed-income market. Competitors include other actively managed limited duration fixed-income funds such as those from PIMCO and Western Asset.
Market Dynamics
Industry Overview
The fixed-income market is influenced by interest rate movements, economic growth, and credit spreads. Demand for fixed-income investments is driven by investors seeking stability and income.
Positioning
BDT focuses on the limited duration segment of the fixed-income market. Its competitive advantage lies in BlackRock's investment expertise and global research capabilities.
Total Addressable Market (TAM)
The TAM for fixed income is several trillion dollars. BDT occupies a niche within this massive market, aiming to deliver income with reduced interest rate sensitivity.
Upturn SWOT Analysis
Strengths
- Experienced Management Team (BlackRock)
- Diversified Portfolio
- Limited Duration Strategy (Interest Rate Protection)
- Active Management
Weaknesses
- Management Fees Can Reduce Returns
- Closed-End Fund Structure (Potential Discount to NAV)
- Reliance on BlackRock's Expertise
Opportunities
- Rising Interest Rate Environment (Relative Outperformance)
- Increased Demand for Income-Generating Assets
- Expanding Investment Mandate
Threats
- Interest Rate Risk (Despite Limited Duration)
- Credit Risk (Default on Debt Securities)
- Market Volatility
- Economic Downturn
Competitors and Market Share
Key Competitors
- Eaton Vance Short Duration Diversified Income Fund (EVG)
- PIMCO Income Strategy Fund (PFL)
- Nuveen Short Duration Credit Opps Fund (JSD)
Competitive Landscape
BDT benefits from BlackRock's brand recognition and resources. Competition in the short duration fixed-income space is intense, requiring strong performance and active management.
Growth Trajectory and Initiatives
Historical Growth: Growth is dependent on asset allocation and market conditions. Refer to the fund's fact sheet for data.
Future Projections: Future growth will be affected by interest rate movements and the fund's ability to generate income.
Recent Initiatives: Check BlackRock's press releases and fund updates for recent strategic actions.
Summary
BlackRock Limited Duration Income Trust offers a diversified portfolio aiming for income with reduced interest rate risk. Its strength lies in BlackRock's expertise; however, management fees are a factor to consider. The fund is well-positioned in a rising interest rate environment, but must mitigate credit risks. Its closed-end structure can lead to price volatility.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock Official Website
- Financial Data Providers (e.g., Bloomberg, Reuters, Yahoo Finance)
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data are approximations based on available information. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About BlackRock Limited Duration Income Trust
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2003-07-29 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
BlackRock Limited Duration Income Trust is a close ended fixed income mutual fund launched by BlackRock, Inc. It is managed by BlackRock Advisors, LLC. The fund invests in fixed income securities of the United States. It invests in securities of companies operating across diversified sectors. The fund primarily invests in investment grade corporate bonds, mortgage-related securities, asset-backed securities, US Government and agency securities, and senior, secured floating rate loans. It has an average portfolio duration of less than five years. The fund benchmarks the performance of its portfolio against the Lehman Brothers U.S. Aggregate Index. BlackRock Limited Duration Income Trust was formed on July 31, 2003 and is domiciled in the United States.
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