BlackRock Core Bond Portfolio (BFMCX) belongs to the Intermediate Core Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BFMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BFMCX
BFMCX charges 0.44% annually. There are 46 mutual funds in the Intermediate Core Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | BFMCX vs FMBPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.02% | 398.10B | Feb 2010 | BFMCX vs VBMPX | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | BFMCX vs SSAFX | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | BFMCX vs QDIBX | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | BFMCX vs QDVBX |
Best Risk-Adjusted Alternatives to BFMCX
BFMCX has a PortfoliosLab risk / return rank of 19. There are 60 mutual funds in the Intermediate Core Bond category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 65 | 19.40B | Mar 1994 | BFMCX vs VCAIX | |
| Hartford Schroders Tax-Aware Bond Fund | 64 | — | Oct 2011 | BFMCX vs STWTX | |
| Loomis Sayles Securitized Asset Fund | 64 | — | Mar 2006 | BFMCX vs LSSAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 58 | — | Aug 1995 | BFMCX vs PCGTX | |
| Manning & Napier Credit Series | 50 | — | Apr 2020 | BFMCX vs MCDWX |
Top Performing BFMCX Alternatives (YTD)
BFMCX is at -0.82% YTD. There are 74 mutual funds in the Intermediate Core Bond category with higher YTD returns, going as high as 2.13%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PACE Mortgage-Backed Securities Fixed Income Inves... | 2.13% | — | Aug 1995 | BFMCX vs PCGTX | |
| Loomis Sayles Securitized Asset Fund | 0.81% | — | Mar 2006 | BFMCX vs LSSAX | |
| DFA Diversified Fixed Income Portfolio | 0.66% | — | Aug 2016 | BFMCX vs DFXIX | |
| Manning & Napier Credit Series | 0.57% | — | Apr 2020 | BFMCX vs MCDWX | |
| Fidelity Education Income Fund | 0.15% | — | Mar 2021 | BFMCX vs FEDUX |
Lowest Volatility Alternatives to BFMCX
BFMCX has 3.99% 1-year volatility. There are 82 mutual funds in the Intermediate Core Bond category with lower 1-year volatility, going as low as 2.36%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard California Intermediate-Term Tax-Exempt F... | 2.36% | 19.40B | Mar 1994 | BFMCX vs VCAIX | |
| Fidelity Education Income Fund | 2.45% | — | Mar 2021 | BFMCX vs FEDUX | |
| Baird Intermediate Bond Fund Class Institutional | 2.49% | — | Sep 2000 | BFMCX vs BIMIX | |
| Baird Intermediate Bond Fund | 2.49% | — | Sep 2000 | BFMCX vs BIMSX | |
| DFA Diversified Fixed Income Portfolio | 2.62% | — | Aug 2016 | BFMCX vs DFXIX |
Lowest Drawdown Alternatives to BFMCX
BFMCX has a 1-year max drawdown of -3.25%. There are 92 mutual funds in the Intermediate Core Bond category with shallower 1-year drawdowns, going as shallow as -1.69%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Diversified Fixed Income Portfolio | -1.69% | — | Aug 2016 | BFMCX vs DFXIX | |
| Fidelity Education Income Fund | -1.72% | — | Mar 2021 | BFMCX vs FEDUX | |
| Baird Intermediate Bond Fund | -1.87% | — | Sep 2000 | BFMCX vs BIMSX | |
| Baird Intermediate Bond Fund Class Institutional | -2.08% | — | Sep 2000 | BFMCX vs BIMIX | |
| Fidelity Intermediate Bond Fund | -2.11% | — | May 1975 | BFMCX vs FTHRX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | BFMCX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | BFMCX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | BFMCX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | BFMCX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | BFMCX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | BFMCX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | BFMCX vs BDMAX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | BFMCX vs BSIIX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | BFMCX vs MADVX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | BFMCX vs BRHYX |
Often Compared With BFMCX
Investors most often compare BFMCX with TAUSX, SCHD, VYM. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BFMCX with Any Fund or Stock
Compare BFMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BFMCX with funds that move differently
BlackRock Core Bond Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BFMCX.
Explore BFMCX Diversifiers