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BFRAX BlackRock Floating Rate Income Portfolio Inv A

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Fund BFRAX BlackRock Floating Rate Income Portfolio Inv A PFFRX T Rowe Price Institutional Floating Rate Fund F PLFDX Pacific Funds Floating Rate Income Adv  
100% 95% 96%
Annual Fees
(1.00% Exp. Ratio)
(0.72% Exp. Ratio)
(0.76% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.18% annual return
$14,122.71 $15,371.46 $15,186.75
Est. savings over 30 yrs +$1,248.75 +$1,064.04
As of 2/28/18
1 YR RETURN 3.38%
3 YR 3.58%
5 YR 3.52%
10 YR 4.33%
1 YR RETURN 3.69%
3 YR 3.93%
5 YR 3.79%
10 YR --
1 YR RETURN 3.73%
3 YR 4.45%
5 YR 3.87%
10 YR --
The Fund seeks to provide high current income, with a secondary objective of long term capital appreciation. The Fund invests 80% of its assets in a diversified portfolio that effectively enables the Fund to achieve a floating rate of income. The Fund may also invest up to 15% of its assets in illiquid securities.
The Fund seeks high current income and, secondarily, capital appreciation. The Fund seeks to normally invest at least 80% of net assets in floating rate loans and debt securities.
The Fund seeks a high level of current income. The Fund will invest at least 80% of its assets in income producing floating rate loans and floating rate securities. The Fund may invest up to 25% of its assets in U.S. dollar denominated foreign investments, principally in developed markets.

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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.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

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