Compass Capital Low Fund Quote

CLDBX Fund  USD 9.08  -0.02  -0.22%   
The investment seeks total return in excess of the reference benchmark in a manner that is consistent with preservation of capital. Blackrock Low is traded on NASDAQ Exchange in the United States. Volume of about 1 shares indicates limited liquidity; It falls under the Short-Term Bond category. Downside deviation of 0.15% indicates contained downside behavior.
Performance
Weak
 
Weak
 
Strong
Odds Of Distress
Low
 
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Low
Compass Capital (CLDBX) is trading at $9.08 as of March 21, 2026, representing 0.22% down in today's trading. Compass Capital carries 22% estimated odds of financial distress over the next several years, indicating a moderate probability of operating stress. Measured over 90 trading days, Compass Capital has delivered negative risk-adjusted returns on a risk-adjusted basis. The performance scores are derived for the period from December 21, 2025 through March 21, 2026. The scores are based on performance observations within the time window. Values are drawn from observed market activity across periods. Learn more.

Moving together with Compass Mutual Fund

  0.93MKCMX BlackRock CaliforniaPairCorr
  0.82MKCPX BlackRock BalancedPairCorr
  0.84MKECX BlackRock FundsPairCorr
  0.82MKDCX BlackRock EmergingPairCorr

Moving against Compass Mutual Fund

  0.36MKFOX BlackRock Large CapPairCorr

Mutual Fund Highlights

Compass Capital Low [CLDBX] is traded in USA. The fund is listed under the Short-Term Bond category and is part of the BlackRock family. This fund currently has accumulated 6.01 B in assets under management (AUM) with no minimum investment requirements. Compass Capital Low is currently producing a year-to-date (YTD) return of 0.17%, while the total return for the last 3 years is 5.44%.
Compass Capital financial stability analysis

Instrument Allocation

Notable Updates

Fund ConcentrationBlackRock Funds, Large Funds, Short-Term Bond Funds, Short-Term Bond, BlackRock, Large, Short-Term Bond (View all Sectors)
Update Date31st of March 2026

Top Holders

BLADXBlackRock Managed IncomeMutual FundAllocation--15% to 30% Equity
BLDIXBlackRock Managed IncomeMutual FundAllocation--15% to 30% Equity
BLDRXBlackRock Managed IncomeMutual FundAllocation--15% to 30% Equity
BMICXBlackRock Managed IncomeMutual FundAllocation--15% to 30% Equity
More Details

Common Risk Profiles

Compass Capital Low Against Markets

Mutual Fund Analysis Notes

The fund holds about 16.27% of assets under management (AUM) in fixed income securities. Compass Capital Low's last dividend was $0.01 per share. Compass Capital Low (CLDBX) recorded $6.9 billion in Total Assets and $6.0 billion in Net Assets.

Investor Insights and Alerts

A concise alert layer for Compass Capital Low can improve discipline because it turns scattered risk signals into a more reviewable checklist. That review process tends to work best when investors combine the alerts with fundamentals, price behavior, and the broader macro backdrop.
The fund holds about 16.27% of its assets under management (AUM) in fixed income securities

Top Compass Capital Low Mutual Fund Constituents

Institutional Mutual Fund Holders for Compass Capital

Ownership mix should still be evaluated through filings, holder turnover, and governance disclosures. Market-cap data should still be cross-checked with revenue, debt, and cash-flow quality. Institutional activity around Compass Capital Low helps set the liquidity and governance picture. Share-count trends should still be monitored for dilution or capital-structure change. Whether Compass Capital Low institutional base is growing or shrinking quarter over quarter matters more than a single snapshot.
BLADXBlackRock Managed IncomeMutual FundAllocation--15% to 30% Equity
BLDIXBlackRock Managed IncomeMutual FundAllocation--15% to 30% Equity
BLDRXBlackRock Managed IncomeMutual FundAllocation--15% to 30% Equity
BMICXBlackRock Managed IncomeMutual FundAllocation--15% to 30% Equity
More Details
The ownership mix in Compass Capital Low shapes market structure and potential liquidity pressure during stressed periods. The business currently sits in the Short-Term Bond sector and the Large industry. Share-count trends should still be monitored for dilution or capital-structure change. For Compass Capital Low, comparing institutional flows with insider activity and short interest builds a fuller picture.

Outstanding Bonds

Predictive Daily Indicators

Daily signals in Compass Capital Low help active traders track momentum, reversals, and volume pressure during the session. Used carefully, they can improve execution without tempting investors to overtrade every small swing.

Forecast Models

A forecast for Compass Capital Low starts with historical data. Prices often signal trend and momentum shifts before fundamentals catch up. Forecast models complement fundamental research by showing where price behavior supports or contradicts the thesis.

Mutual Fund Overview, Methodology & Data Sources

This section reviews NAV behavior, category positioning, and exposure stability over time. The current allocation is approximately 16.0% bonds and 4.0% cash. It is classified under Short-Term Bond within the BlackRock family.

Methodology

Unless otherwise specified, data for Compass Capital Low is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Compass Capital Low market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions. Assumptions: This report is built using public fund disclosures, holdings reports, and market data feeds and official sources including U.S. Securities and Exchange Commission (SEC) via EDGAR. Normalization for analytical consistency may introduce small timing offsets. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.

Research Sources

Compass Capital Low may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.

This content is curated and reviewed by:

Vlad Skutelnik - Macroaxis Contributor
Last reviewed on March 19th, 2026