iShares US Aggregate Bond Index Instl (BMOIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.98: the stock has moved roughly in step with the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnsweriShares US Aggregate Bond Index Instl (BMOIX) trades at $8.65. iShares US Aggregate Bond Index Instl (BMOIX) is a feeder fund that invests in the Master Portfolio of MIP, mirroring its investment objective and strategies. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for BMOIX: BMOIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
iShares US Aggregate Bond Index Instl (BMOIX) Financial Services Profile
iShares US Aggregate Bond Index Instl (BMOIX) offers investors diversified exposure to the U.S. investment-grade bond market through its investment in the Master Portfolio of MIP. The fund tracks the Bloomberg U.S. Aggregate Index, providing a broad market benchmark for fixed-income portfolios within the financial services sector.
What Is the Investment Thesis for BMOIX?
BMOIX presents a straightforward investment thesis centered on providing institutional investors with broad exposure to the U.S. investment-grade bond market. With a market cap of $3.84 billion and a beta of 0.98, the fund offers diversification and a risk profile aligned with the overall bond market. The primary value driver is its ability to closely track the Bloomberg U.S. Aggregate Index, offering a benchmark-like return. Upcoming catalysts include potential shifts in interest rate policy, which could impact bond yields and fund performance. However, potential risks include interest rate volatility and credit spread widening, which could negatively affect the fund's value. While the fund does not offer a dividend yield, its appeal lies in its role as a core fixed-income holding for institutional portfolios seeking stability and diversification.
Based on FMP financials and quantitative analysis
BMOIX Key Highlights
Market Cap: $3.84B indicating substantial assets under management.
- Beta: 0.98, reflecting a risk profile closely aligned with the broader bond market.
- Investment Strategy: Tracks the Bloomberg U.S. Aggregate Index, providing diversified exposure to U.S. investment-grade bonds.
- Expense Ratio: Unknown, but a key factor influencing net returns for investors.
- Fund Structure: Operates as a feeder fund, investing all assets in the Master Portfolio of MIP.
Who Are BMOIX's Competitors?
BMOIX is benchmarked below against 5 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AAGPX American Beacon Large Cap Value Fund Investor Class | $24.72 | +0.49% | $2.90B | — |
| CIPMX Champlain Mid Cap Fund Advisor Class | $21.18 | +1.29% | $2.22B | — |
| DEVIX Delaware Small Cap Value Fund Institutional Class | $76.15 | +0.04% | $3.35B | — |
| DEVLX Delaware Small Cap Value Fund A Class | $69.19 | +0.04% | $3.35B | — |
| EBNEX American Funds Emerging Markets Bond Fund Class F-1 | $7.85 | +0.38% | $3.73B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are BMOIX's Key Strengths?
Low expense ratio
- Diversified exposure to U.S. investment-grade bonds
- Close tracking of the Bloomberg U.S. Aggregate Index
- Strong brand recognition
What Are BMOIX's Weaknesses?
Lack of active management flexibility
- Vulnerability to interest rate risk
- Dependence on the performance of the underlying index
- No dividend yield
What Are the Key Risks for BMOIX?
Rising interest rates, which could negatively impact bond values.
- Credit spread widening, which could reduce the fund's returns.
- Economic downturn, which could lead to increased credit risk.
- Market volatility, which could impact fund performance.
What Are BMOIX's Competitive Advantages?
- Low-cost structure, providing a competitive advantage over actively managed funds.
- Strong brand recognition as an iShares product.
- Close tracking of a widely recognized benchmark index.
- Established relationships with institutional investors and distributors.
What Does BMOIX Do?
iShares US Aggregate Bond Index Instl (BMOIX) operates as a feeder fund, channeling all its assets into the Master Portfolio of MIP (Morgan Stanley Institutional Portfolio). The fund's primary objective is to replicate the investment performance of the Bloomberg U.S. Aggregate Index. This index represents a broad spectrum of investment-grade, U.S. dollar-denominated, fixed-income securities, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, and asset-backed securities. The fund's strategy involves investing at least 90% of its assets, plus any borrowings for investment purposes, in securities that constitute the Bloomberg U.S. Aggregate Index. This approach ensures a high degree of correlation between the fund's performance and the index's returns. BMOIX provides institutional investors with a cost-effective and efficient way to gain exposure to a diversified portfolio of U.S. investment-grade bonds. The fund's structure as a feeder fund simplifies its operations, allowing it to leverage the expertise and resources of the Master Portfolio of MIP. By tracking a widely recognized benchmark, BMOIX offers transparency and predictability, making it a suitable option for investors seeking to match the performance of the overall U.S. bond market. The fund's focus on investment-grade securities aims to provide a relatively stable investment profile, although it is still subject to interest rate risk and credit risk.
What Products and Services Does BMOIX Offer?
- Provide institutional investors with exposure to the U.S. investment-grade bond market.
- Track the performance of the Bloomberg U.S. Aggregate Index.
- Invest at least 90% of assets in securities comprising the index.
- Operate as a feeder fund, investing in the Master Portfolio of MIP.
- Offer a cost-effective way to diversify fixed-income portfolios.
- Provide transparency through index-based investing.
How Does BMOIX Make Money?
- Generate revenue through management fees charged on assets under management (AUM).
- Benefit from economies of scale as AUM increases.
- Maintain low operating costs through passive investment strategy.
- Leverage the expertise and resources of the Master Portfolio of MIP.
What Industry Does BMOIX Operate In?
The asset management industry is characterized by intense competition and evolving investor preferences. Bond funds, like BMOIX, play a crucial role in providing fixed-income exposure to institutional investors. The Bloomberg U.S. Aggregate Index, which BMOIX tracks, is a widely used benchmark for the U.S. investment-grade bond market. Market trends include increasing demand for passive investment strategies and a focus on low-cost investment options. Competitors include funds such as AAGPX, CIPMX, DEVIX, DEVLX, and EBNEX, each offering similar exposure to the bond market with varying expense ratios and tracking methodologies.
Who Are BMOIX's Key Customers?
- Institutional investors, including pension funds, endowments, and foundations.
- Wealth management firms seeking fixed-income solutions for their clients.
- Retirement plan providers offering diversified investment options.
- Other asset managers seeking to complement their existing portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
| 2026-10-05 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -2.8%.
BMOIX Financials
Bull Case vs Bear Case
Bull Case
- Low expense ratio
- Diversified exposure to U.S. investment-grade bonds
- Close tracking of the Bloomberg U.S. Aggregate Index
- Strong brand recognition
Bear Case
- Lack of active management flexibility
- Vulnerability to interest rate risk
- Dependence on the performance of the underlying index
- No dividend yield
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
BMOIX Latest News
No recent news available for BMOIX.
BMOIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for BMOIX.
Price Targets
Wall Street price target analysis for BMOIX.
BMOIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for BMOIX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About iShares US Aggregate Bond Index Instl (BMOIX) — Financials
What does iShares US Aggregate Bond Index Instl do?
iShares US Aggregate Bond Index Instl (BMOIX) is a financial vehicle designed to mirror the performance of the Bloomberg U.S. Aggregate Index. It achieves this by investing at least 90% of its assets in securities that constitute the index.
What do analysts say about BMOIX stock?
However, given its investment strategy, BMOIX's performance is closely tied to the overall U.S. bond market and interest rate environment. Key valuation metrics to consider include its expense ratio, tracking error relative to the Bloomberg U.S. Aggregate Index, and its sensitivity to interest rate changes.
What are the main risks for BMOIX?
The primary risks for BMOIX are related to interest rate sensitivity and credit risk. Rising interest rates can negatively impact bond values, leading to potential losses for the fund.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Expense ratio data is unavailable and could impact net returns.