BFRIX Mutual Fund

NAV$9.36

AUM$1.5B

TER0.72%

Holdings469

BFRIX Mutual Fund

NAV$9.36

BlackRock Floating Rate Income Portfolio - Institutional

AUM$1.5B

TER0.72%

Holdings469

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

BFRIX Mutual Fund Overlap Analysis

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

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

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