BFMSX Mutual Fund

BFMSX Mutual Fund (BlackRock Low Duration Bond Portfolio Institutional Class) is managed by BlackRock, Inc. (US) with $2.65B in net assets. BFMSX expense ratio is 0.40%, holding 1860 positions across sectors including Financials, Energy, Real Estate. Inception date: 1992-07-17.

BFMSX performance shows a YTD return of 1.14%. The 1-year return is 3.82% and the 5-year return is 2.50%. BFMSX dividend yield stands at 4.29%, paid monthly.

BFMSX top holdings include Us Treasury N/B 02/29 3.5 (3.1%), Federal National Mortgage Association Variable Rate Notes, Series 2025-44, Class Fb 5.2741908 2055-06-25 (2.6%), Federal National Mortgage Association Variable Rate Notes, Series 2025-40, Class Gf 5.3241912 2055-06-25 (1.8%), Us Treas Nts 3.5% 12/15/28 (1.7%), Treasury Note (Otr) 3.5% Oct 15, 2028 (1.5%). Go to all BFMSX holdings, BFMSX sectors, or BFMSX dividends.

BFMSX can be compared against other funds. Use BFMSX overlap to find shared positions, or BFMSX vs another fund for a side-by-side view. BFMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.