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Upturn AI SWOT - About
BlackRock Limited Duration Income Trust (BLW)
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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
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 Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| 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 |
Upturn AI SWOT
BlackRock Limited Duration Income Trust
Company Overview
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.
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 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
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
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
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.
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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