BlackRock Floating Rate Income Fund (BFRAX) Alternatives

BlackRock Floating Rate Income Fund (BFRAX) belongs to the Bank Loan category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BFRAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to BFRAX

BFRAX charges 0.90% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among BFRAX alternatives.

Symbol	Name	Expense Ratio	Inception
XPTFX	Federated Hermes Project and Trade Finance Tender ...	0.41%	Jan 31, 2017	BFRAX vs XPTFX
EIFAX	Eaton Vance Floating-Rate Advantage Fund	0.47%	Mar 16, 2008	BFRAX vs EIFAX
SFHIX	Shenkman Capital Floating Rate High Income Fund	0.54%	Oct 14, 2014	BFRAX vs SFHIX
RPIFX	T. Rowe Price Institutional Floating Rate Fund	0.57%	Jan 30, 2008	BFRAX vs RPIFX
LFRIX	Lord Abbett Floating Rate Fund	0.60%	Dec 30, 2007	BFRAX vs LFRIX

Best Risk-Adjusted Alternatives to BFRAX

Among mutual funds in the Bank Loan category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
CAPIX	Calamos Aksia Alternative Credit and Income Fund C...	100	Jun 8, 2023	BFRAX vs CAPIX
RCRIX	RiverPark Floating Rate CMBS Fund	98	Sep 29, 2016	BFRAX vs RCRIX
SAMBX	Virtus Seix Floating Rate High Income Fund	94	Feb 28, 2006	BFRAX vs SAMBX
DDFLX	Delaware Floating Rate Fund	94	Feb 25, 2010	BFRAX vs DDFLX
PYFRX	Payden Floating Rate Fund	94	Nov 10, 2013	BFRAX vs PYFRX

Top Performing BFRAX Alternatives (YTD)

BFRAX alternatives from the Bank Loan category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
CAPIX	Calamos Aksia Alternative Credit and Income Fund C...	1.80%	Jun 8, 2023	BFRAX vs CAPIX
RSFYX	Victory Floating Rate Fund	1.46%	Dec 30, 2009	BFRAX vs RSFYX
XPTFX	Federated Hermes Project and Trade Finance Tender ...	1.41%	Jan 31, 2017	BFRAX vs XPTFX
RCRIX	RiverPark Floating Rate CMBS Fund	0.88%	Sep 29, 2016	BFRAX vs RCRIX
DFRTX	DWS Floating Rate Fund	0.51%	Jun 28, 2007	BFRAX vs DFRTX

Lowest Volatility Alternatives to BFRAX

BFRAX alternatives from the Bank Loan category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
CAPIX	Calamos Aksia Alternative Credit and Income Fund C...	1.21%	Jun 8, 2023	BFRAX vs CAPIX
RCRIX	RiverPark Floating Rate CMBS Fund	1.54%	Sep 29, 2016	BFRAX vs RCRIX
DFLYX	BNY Mellon Floating Rate Income Fund	1.99%	Sep 26, 2013	BFRAX vs DFLYX
PYFRX	Payden Floating Rate Fund	2.04%	Nov 10, 2013	BFRAX vs PYFRX
SFHIX	Shenkman Capital Floating Rate High Income Fund	2.16%	Oct 14, 2014	BFRAX vs SFHIX

Lowest Drawdown Alternatives to BFRAX

BFRAX alternatives from the Bank Loan category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
CAPIX	Calamos Aksia Alternative Credit and Income Fund C...	-0.37%	Jun 8, 2023	BFRAX vs CAPIX
FFRSX	Federated Hermes Floating Rate Strat Inc Fund	-1.40%	Dec 2, 2010	BFRAX vs FFRSX
FLYRX	Pioneer Floating Rate Fund	-1.64%	Feb 13, 2007	BFRAX vs FLYRX
DDFLX	Delaware Floating Rate Fund	-1.65%	Feb 25, 2010	BFRAX vs DDFLX
DFLYX	BNY Mellon Floating Rate Income Fund	-1.73%	Sep 26, 2013	BFRAX vs DFLYX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	BFRAX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	BFRAX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	BFRAX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	BFRAX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	BFRAX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	BFRAX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	BFRAX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	BFRAX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	BFRAX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	BFRAX vs BDJ

Often Compared With BFRAX

What investors most often compare with BFRAX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FFRIX	Fidelity Advisor Floating Rate High Income Fund Cl...	High Yield Bonds	82	-0.73%	Aug 16, 2000	BFRAX vs FFRIX
FLBL	Franklin Liberty Senior Loan ETF	High Yield Bonds, Actively Managed	34	-0.76%	May 30, 2018	BFRAX vs FLBL
SRLN	SPDR Blackstone Senior Loan ETF	High Yield Bonds	71	-1.58%	Apr 3, 2013	BFRAX vs SRLN
SPHY	SPDR Portfolio High Yield Bond ETF	High Yield Bonds	79	-0.32%	Jun 18, 2012	BFRAX vs SPHY
FFRHX	Fidelity Floating Rate High Income Fund	High Yield Bonds	84	-0.61%	Aug 16, 2000	BFRAX vs FFRHX
VTTVX	Vanguard Target Retirement 2025 Fund	Diversified Portfolio, Target Retirement Date	78	-2.21%	Oct 27, 2003	BFRAX vs VTTVX
CLOZ	Panagram Bbb-B Clo ETF	CLO	47	-1.92%	Jan 23, 2023	BFRAX vs CLOZ
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	BFRAX vs VOO
HFHIX	Hartford Floating Rate High Income Fund	Bank Loan	93	-1.29%	Sep 29, 2011	BFRAX vs HFHIX
PLFRX	Pacific Funds Floating Rate Income	Bank Loan	93	-1.34%	Jun 29, 2011	BFRAX vs PLFRX
FFHCX	Fidelity Series Floating Rate High Income Fund	High Yield Bonds	89	-0.54%	Oct 20, 2011	BFRAX vs FFHCX

Compare BFRAX with Any Fund or Stock

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

Symbol name

BlackRock Floating Rate Income Fund

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