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BLW
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BlackRock Limited Duration Income Trust (BLW)

Upturn stock ratingUpturn stock rating
$14.19
Last Close (24-hour delay)
Profit since last BUY5.35%
upturn advisory
Consider higher Upturn Star rating
BUY since 78 days
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Upturn Advisory Summary

08/28/2025: BLW (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

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 23.88%
Avg. Invested days 67
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 4.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/28/2025

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

ai summary icon Upturn AI SWOT

BlackRock Limited Duration Income Trust

stock logo

Company Overview

overview logo History and Background

BlackRock Limited Duration Income Trust (the 'Trust') is a closed-end management investment company. It was created to seek high current income, with a secondary goal of capital appreciation. Specific founding year and milestones need further research to confirm.

business area logo Core Business Areas

  • Investment Management: The Trust invests primarily in a diversified portfolio of U.S. dollar-denominated fixed-income securities. It seeks to provide shareholders with current income and capital appreciation by investing across various sectors of the fixed-income market.

leadership logo Leadership and Structure

As a closed-end fund managed by BlackRock Advisors, LLC, the leadership structure primarily consists of the fund's portfolio managers and the broader BlackRock management team. Specific individual names and details require further research.

Top Products and Market Share

overview logo Key Offerings

  • Limited Duration Income: The Trust's core offering is a portfolio of short-duration fixed-income securities, designed to generate income while minimizing interest rate risk. Market share data is specific to closed-end funds and requires further research to quantify accurately. Competitors include other actively managed fixed-income closed-end funds.

Market Dynamics

industry overview logo Industry Overview

The closed-end fund market is driven by investor demand for income and diversification. The fixed-income segment is sensitive to interest rate movements and credit spreads.

Positioning

BlackRock Limited Duration Income Trust is positioned as a provider of short-duration fixed-income exposure within the closed-end fund universe. Its competitive advantage lies in BlackRock's investment expertise and scale.

Total Addressable Market (TAM)

The TAM for fixed-income closed-end funds is substantial, encompassing trillions of dollars in assets. The Trust's position is a small but significant portion of this TAM, leveraging BlackRock's overall market presence.

Upturn SWOT Analysis

Strengths

  • Experienced Management Team (BlackRock)
  • Diversified Investment Portfolio
  • Strong Brand Recognition
  • Active Management Style

Weaknesses

  • Management Fees
  • Interest Rate Sensitivity
  • Discount to Net Asset Value (NAV)
  • Reliance on BlackRock's Performance

Opportunities

  • Rising Interest Rate Environment (potential for higher income)
  • Increased Demand for Fixed-Income Alternatives
  • Expansion of Investment Mandate
  • Active Trading Strategies

Threats

  • Economic Downturn
  • Increased Competition
  • Changes in Regulations
  • Credit Risk

Competitors and Market Share

competitor logo Key Competitors

  • PIMCO Corporate & Income Opportunity Fund (PTY)
  • Nuveen Credit Strategies Income Fund (JQC)
  • Nuveen Preferred & Income Securities Fund (JPS)

Competitive Landscape

BlackRock Limited Duration Income Trust competes with other actively managed fixed-income closed-end funds. Its competitive advantages include BlackRock's scale and investment expertise, while its disadvantages include management fees and potential discount to NAV.

Growth Trajectory and Initiatives

Historical Growth: Historical growth is tied to the performance of the Trust's investments and market conditions. Data is available in official BlackRock reports.

Future Projections: Future projections depend on market conditions and BlackRock's investment strategy. Analyst estimates are available from financial data providers.

Recent Initiatives: Recent initiatives are dependent on current market conditions and the fund's mandate. Data requires ongoing review.

Summary

BlackRock Limited Duration Income Trust seeks to provide high current income with capital appreciation. It leverages BlackRock's expertise in fixed-income investing and offers a diversified portfolio. Key challenges include interest rate sensitivity, competition, and the discount to NAV. The Trust's strengths lie in its active management style and BlackRock's strong brand.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • BlackRock Official Website
  • SEC Filings
  • Financial Data Providers (e.g., Bloomberg, Reuters)
  • Analyst Reports

Disclaimers:

The data provided is for informational purposes only and should not be considered investment advice. Market data and competitor analysis are subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.