BFRAX Mutual Fund Analysis & Holdings | MarketXLS

BFRAX Mutual Fund

NAV$9.36

AUM$278M

TER0.98%

Holdings469

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BFRAX Mutual Fund

NAV$9.36

BlackRock Floating Rate Income Portfolio - Class A

AUM$278M

TER0.98%

Holdings469

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BFRAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BFRAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BFRAX Mutual Fund Overlap Analysis

BFRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BFRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 469 holdings, BFRAX may share significant positions with broad-market funds.

BFRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFRAX tax-loss harvesting finds highly correlated but non-identical funds.