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BFRIX BlackRock Floating Rate Income Instl

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Fund BFRIX BlackRock Floating Rate Income Instl PFFRX T. Rowe Price Instl Floating Rate F  
100% 91%
Annual Fees
(0.70% Exp. Ratio)
(0.69% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.91% annual return
$14,294.22 $14,337.47
Est. savings over 30 yrs +$43.25
As of 9/30/16
1 YR RETURN 4.75%
3 YR 3.40%
5 YR 5.20%
10 YR 3.61%
1 YR RETURN 5.15%
3 YR 3.58%
5 YR 5.21%
10 YR --
The investment seeks to provide high current income; long-term capital appreciation is a secondary consideration. The fund normally invests at least 80% of its assets in floating rate investments and investments that are the economic equivalent of floating rate investments, which effectively enables the fund to achieve a floating rate of income. It may also purchase, without limitation, participations or assignments in senior floating rate loans or second lien floating rate loans.
The investment seeks high current income and, secondarily, capital appreciation. The fund invests at least 80% of its net assets (including any borrowings for investment purposes) in floating rate loans and floating rate debt securities. Floating rate loans represent amounts borrowed by companies or other entities from banks and other lenders. It may invest up to 20% of its net assets in fixed rate debt securities. The fund may also invest up to 20% of its total assets in non-U.S. dollar-denominated loans and debt securities (including securities of issuers in emerging markets) in keeping with the fund's investment objective.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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