BFMSX Alternatives & Similar Mutual Funds

BlackRock Low Duration Bond Portfolio (BFMSX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BFMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BFMSX

BFMSX charges 0.41% annually. There are 31 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
VISTX	Vanguard Institutional Short-Term Bond Fund	0.02%	—	Jun 2015	BFMSX vs VISTX
VIITX	Vanguard Institutional Intermediate-Term Bond Fund	0.02%	—	Jun 2015	BFMSX vs VIITX
SWSBX	Schwab Short-Term Bond Index Fund	0.06%	—	Feb 2017	BFMSX vs SWSBX
TNSHX	TIAA-CREF Short-Term Bond Index Fund	0.09%	—	Aug 2015	BFMSX vs TNSHX
VBISX	Vanguard Short-Term Bond Index Fund	0.15%	—	Mar 1994	BFMSX vs VBISX

Best Risk-Adjusted Alternatives to BFMSX

BFMSX has a PortfoliosLab risk / return rank of 76. There are 55 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	99	—	Jul 2016	BFMSX vs DHEIX
GPICX	GuidepathConservative Income Fund	99	—	Apr 2018	BFMSX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	99	—	Nov 2013	BFMSX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	99	—	Jul 2016	BFMSX vs DHEAX
DBLSX	DoubleLine Low Duration Bond Fund	97	—	Sep 2011	BFMSX vs DBLSX

Top Performing BFMSX Alternatives (YTD)

BFMSX is at 0.92% YTD. There are 41 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 10.27%.

Symbol	Name	YTD Return	AUM	Inception
GPARX	GuidePath Absolute Return Allocation Fund	10.27%	—	Apr 2011	BFMSX vs GPARX
LCCMX	Leader Short Term High Yield Bond Fund	3.89%	—	Jul 2005	BFMSX vs LCCMX
DFAIX	DFA Short-Duration Real Return Portfolio	2.57%	—	Nov 2013	BFMSX vs DFAIX
HOBEX	Holbrook Income Fund	2.12%	—	Jul 2016	BFMSX vs HOBEX
BATAX	BlackRock Allocation Target Shares Series A Portfo...	1.87%	—	Sep 2015	BFMSX vs BATAX

Lowest Volatility Alternatives to BFMSX

BFMSX has 2.12% 1-year volatility. There are 83 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.83%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	0.83%	—	Apr 2018	BFMSX vs GPICX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	1.05%	—	Jul 2016	BFMSX vs DHEIX
DFEQX	DFA Short-Term Extended Quality Portfolio	1.07%	—	Mar 2009	BFMSX vs DFEQX
DFAIX	DFA Short-Duration Real Return Portfolio	1.10%	—	Nov 2013	BFMSX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	1.11%	—	Jul 2016	BFMSX vs DHEAX

Lowest Drawdown Alternatives to BFMSX

BFMSX has a 1-year max drawdown of -1.52%. There are 91 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.25%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPICX	GuidepathConservative Income Fund	-0.25%	—	Apr 2018	BFMSX vs GPICX
DFAIX	DFA Short-Duration Real Return Portfolio	-0.47%	—	Nov 2013	BFMSX vs DFAIX
DHEAX	Diamond Hill Short Duration Securitized Bond Fund	-0.50%	—	Jul 2016	BFMSX vs DHEAX
DHEIX	Diamond Hill Short Duration Securitized Bond Fund ...	-0.50%	—	Jul 2016	BFMSX vs DHEIX
HOBEX	Holbrook Income Fund	-0.61%	—	Jul 2016	BFMSX vs HOBEX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	75	21.38%	—	Jan 2000	BFMSX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	4	-5.08%	13.70B	Feb 2004	BFMSX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	81	6.03%	11.90B	Sep 1994	BFMSX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	70	11.31%	28.60B	Sep 1994	BFMSX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	73	11.69%	—	Jul 1993	BFMSX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	28	11.23%	—	Sep 2021	BFMSX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	13.10%	—	May 2011	BFMSX vs LIVIX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	92	12.48%	—	Dec 2012	BFMSX vs BDMIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.93%	—	Dec 1991	BFMSX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	67	15.25%	—	Jul 2010	BFMSX vs ASFYX

Often Compared With BFMSX

Investors most often compare BFMSX with ANBAX, DLDFX, STBFX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ANBAX	American Funds Strategic Bond Fund	Intermediate Core-Plus Bond	7	-0.70%	—	Mar 2016	BFMSX vs ANBAX
DLDFX	Destinations Low Duration Fixed Income Fund	Short-Term Bond	94	1.61%	—	Mar 2017	BFMSX vs DLDFX
STBFX	Sextant Short Term Bond Fund	Short-Term Bond	—	—	—	Sep 1995	BFMSX vs STBFX
DFCFX	DFA Two-Year Fixed Income Portfolio	Short-Term Bond	66	1.52%	—	Jun 1996	BFMSX vs DFCFX
FMDGX	Fidelity Mid Cap Growth Index Fund	Mid Cap Growth Equities	6	4.88%	—	Jul 2019	BFMSX vs FMDGX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	22	0.25%	—	Aug 2005	BFMSX vs BDJ
TSDLX	T. Rowe Price Short Duration Income Fund	Short-Term Bond	96	0.90%	—	Dec 2020	BFMSX vs TSDLX
RNPGX	American Funds New Perspective Fund Class R-6	Global Equities	30	7.51%	—	Aug 2008	BFMSX vs RNPGX
TRSSX	T. Rowe Price Institutional Small Cap Stock Fund	Small Cap Growth Equities	28	10.46%	—	Mar 2000	BFMSX vs TRSSX
BRHYX	BlackRock High Yield K	High Yield Bonds	81	1.80%	—	Jan 2001	BFMSX vs BRHYX
SNSAX	SEI Asset Allocation Trust Defensive Strategy Fund	Short-Term Bond	89	1.86%	—	Nov 2003	BFMSX vs SNSAX
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	BFMSX vs FXAIX
RERGX	American Funds EuroPacific Growth Fund Class R-6	Foreign Large Cap Equities, Large Cap Growth Equities	40	12.33%	—	—	BFMSX vs RERGX
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	19	5.48%	—	Jun 1993	BFMSX vs TRBCX
NEFFX	American Funds The New Economy Fund® Class F-2	Global Equities	89	22.96%	—	Aug 2008	BFMSX vs NEFFX
NEFRX	Loomis Sayles Core Plus Bond Fund	Intermediate Core-Plus Bond	31	0.31%	—	Nov 1973	BFMSX vs NEFRX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	58	15.53%	—	Jun 2016	BFMSX vs FTIHX
RWMGX	American Funds Washington Mutual Investors Fund Cl...	Large Cap Blend Equities	39	6.01%	—	—	BFMSX vs RWMGX
FXNAX	Fidelity U.S. Bond Index Fund	Total Bond Market	23	0.40%	—	—	BFMSX vs FXNAX
USD=X	USD Cash		—	0.00%	—	—	BFMSX vs USD=X

Compare BFMSX with Any Fund or Stock

Compare BFMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair BFMSX with funds that move differently

BlackRock Low Duration Bond Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BFMSX.

Explore BFMSX Diversifiers

BlackRock Low Duration Bond Portfolio (BFMSX) Alternatives