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Upturn AI SWOT - About
BlackRock Limited Duration Income Trust (BLW)
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Upturn Advisory Summary
06/16/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.84% | Avg. Invested days 59 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/16/2025 |
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 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
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 level of total return by investing in a portfolio of fixed income securities. Details on its founding year and specific milestones are not publicly available in typical company profiles.
Core Business Areas
- Fixed Income Investment: Focuses on investing in a diversified portfolio of fixed income securities, including corporate bonds, government bonds, and mortgage-backed securities.
Leadership and Structure
BDT is managed by BlackRock Advisors, LLC, a subsidiary of BlackRock, Inc. The trust is overseen by a board of trustees.
Top Products and Market Share
Key Offerings
- Fixed Income Portfolio: A managed portfolio of short-duration fixed income securities. Market share data for this specific product is not readily available. Competitors include other closed-end funds and ETFs specializing in short-duration fixed income, such as PIMCO Access Income Fund (PAXS) and Invesco BulletShares ETFs.
Market Dynamics
Industry Overview
The closed-end fund (CEF) industry is influenced by interest rates, credit spreads, and overall market sentiment. Demand for fixed income CEFs often increases when investors seek income-generating assets.
Positioning
BDT aims to provide income and total return by focusing on a diversified portfolio. Its competitive advantage lies in BlackRock's expertise in fixed income management and research.
Total Addressable Market (TAM)
The TAM for fixed-income closed-end funds is billions of dollars. BDT's positioning within this TAM depends on its ability to attract and retain investor capital through consistent performance and distribution yields. Exact TAM is difficult to quantify due to market fluctuations.
Upturn SWOT Analysis
Strengths
- Experienced management team (BlackRock)
- Diversified portfolio
- Established track record
- Strong brand reputation
Weaknesses
- Sensitivity to interest rate changes
- Dependence on BlackRock's investment strategy
- Potential for discount to net asset value (NAV)
- Management fees impact returns
Opportunities
- Growing demand for income-generating investments
- Potential to expand investment strategies
- Favorable credit market conditions
- Acquisition of distressed assets
Threats
- Rising interest rates
- Increased competition from other fixed income funds
- Economic downturn
- Credit market volatility
Competitors and Market Share
Key Competitors
- PAXS
- Invesco BulletShares ETFs
- DoubleLine Income Solutions Fund (DSL)
Competitive Landscape
BDT leverages BlackRock's brand and investment expertise. Its disadvantage lies in potential NAV discounts and competition from other established fixed income managers.
Growth Trajectory and Initiatives
Historical Growth: Growth trends are reflected in the fund's asset base and investment performance, available in BlackRock's reports.
Future Projections: Future projections are based on market conditions and BlackRock's investment strategy. Analyst estimates are not readily available for this specific CEF.
Recent Initiatives: Recent initiatives can be found in BlackRock's press releases and investor communications.
Summary
BlackRock Limited Duration Income Trust is managed by a well-known firm focusing on fixed-income investments, making it a reliable choice. The trust's strength lies in its diversified portfolio and experienced management. However, it remains vulnerable to shifts in interest rates. The fund should remain focused on managing downside risk while offering investors a stable yield. Potential investors should monitor NAV discount trends.
Peer Comparison
Sources and Disclaimers
Data Sources:
- BlackRock official website
- Yahoo Finance
- SEC filings
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Market conditions can change rapidly, and 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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