BlackRock Total Return Fund

BlackRock Bond Fund, Inc. · Series S000004071

Bond fund · 102% debt· rate + credit risk filed
$17.79B NAV
8,077 positions · as of 2026-03-31 · filed 2026-05-26
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q1

The investment objective of the BlackRock Total Return Fund (the Fund) is to realize a total return that exceeds that of the Bloomberg U.S. Aggregate Bond Index.

Strategy · summarised

The fund invests more than 90% of assets in a diversified portfolio of fixed-income securities including corporate bonds, mortgage-backed securities, asset-backed securities, and government obligations, with at least 80% in bonds rated investment grade or equivalent. The fund may invest up to 20% in below-investment-grade securities, up to 30% in foreign issuers (with 20% permitted in emerging markets), and up to 25% of total assets in a wholly-owned Cayman Islands subsidiary that invests in commodity-related instruments. Because the fund's returns depend on the manager's selection of individual securities rather than tracking a stated index, performance may diverge from the Bloomberg U.S. Aggregate Bond Index benchmark. The fund may engage in active and frequent trading to pursue its objective of exceeding the benchmark return.

Expenses
0.37% 1.45%across 7 share classes
Share classGrossNet
C0000113870.76%0.76%
C0000113900.48%0.45%
C0000113911.06%1.04%
C0000376180.65%0.60%
C0000376201.51%1.45%
C0000526300.79%0.76%
C0000526310.37%0.37%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 595.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

111.84%
of net assets
Securitized59.81%
Bonds40.41%
Cash & short-term7.48%
Stocks2.84%
Loans1.63%
Derivatives-0.33%

These positions come to 111.84% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

The outer band is exposure held short — written against the portfolio rather than part of it, which is why it sits outside the ring and why the two are never netted into one figure.

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 3829 new1036 exited

Largest new: Federal National Mortgage Association ×7, United States Treasury Notes

Largest exited: Fannie Mae or Freddie Mac ×7, Government National Mortgage A

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Apr 2023 – Feb 2026

Mar 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-03-31

Avg coupon
4.66%
Avg maturity
21.06 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

18%
floating
Fixed rate81.1%
Floating rate18.3%
Zero-coupon or unclassified0.6%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1yUnknown
<1y1.6%
1-3y5.3%
3-5y8.6%
5-10y8.7%
10y+75.5%
Unknown0.2%
Flagged holdings
Defaulted: 0.03% · $7.20M · 31 positions
In arrears: 0.01% · $2.78M · 5 positions
Paid in kind: 0.34% · $83.41M · 17 positions

These three overlap — one holding can be in arrears and paying in kind at once — so they are shown separately and never summed.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q1

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying nearly as much.

Interest-rate duration
6.04 yr
approx. move per 100bp
Credit-spread duration
4.24 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -10.5%
of value
Interest rates59%
Credit spreads41%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+4.24
yrs total
Investment grade+3.46 yr
High yield+0.79 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate6.04 yr total
1 yr30 yr
1 yr0.66 yr11%
5 yr2.15 yr35%
10 yr1.69 yr28%
30 yr1.58 yr26%

3 mo is NEGATIVE (-0.04 yr) — a deliberate hedge at that point on the curve, so it is not part of the band above.

Credit spread4.24 yr total
3 mo30 yr
3 mo0.60 yr14%
1 yr0.27 yr6%
5 yr1.94 yr46%
10 yr0.71 yr17%
30 yr0.72 yr17%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo-0.04+0.31+0.29$549.4k$522.8k
1 yr+0.66+0.09+0.18$167.3k$319.3k
5 yr+2.15+1.73+0.21$3.08m$378.4k
10 yr+1.69+0.70+0.01$1.24m$19.2k
30 yr+1.58+0.63+0.09$1.11m$159.9k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Rate exposure by currency

Duration contribution in years, summing to the fund's 6.04 yr.

USD+5.97 yr
AUD+0.06 yr
EUR+0.02 yr

This is where the fund's rate exposure sits, not its currency risk — most international bond funds hedge the currency back to dollars, and the size of those hedges is not in the filing. Tenors are also summed across curves, so a 5-year JPY point and a 5-year USD point are added together.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Federal National Mortgage Association5.00% · due 2056-04-0113.49%$2.40B
Federal National Mortgage Association3.50% · due 2056-04-157.65%$1.36B
Federal National Mortgage Association5.50% · due 2056-04-156.46%$1.15B
BlackRock Liquidity Funds5.96%$1.06B
Federal National Mortgage Association6.00% · due 2056-04-015.18%$922.43M
Federal National Mortgage Association6.00% · due 2056-05-154.05%$721.23M
Federal National Mortgage Association3.00% · due 2056-04-152.41%$428.96M
Federal National Mortgage Association2.50% · due 2056-04-152.18%$387.46M
Blackrock Funds III1.52%$269.74M
iShares Trust1.46%$260.28M
Showing 10 of 8,077Sign in to see more

Top 10 positions are 50.37% of net assets, top 25 59.17%, across 2.9K issuers.

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