TFAIX Mutual Fund

TFAIX Mutual Fund

NAV$9.09
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Fund Essentials - as of Feb 28, 2026

Net Assets
-
Expense Ratio
0.64%
Dividend Yield (Current)
6.33%
Holdings
323
Inception Date
Nov 29, 2016
Fund Family
T.Rowe Price
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.93%
1 Year+3.99%
3 Year+7.04%
5 Year+5.85%
10 Year+5.01%

Asset Allocation

Stocks: 0.51%
Bonds: 82.84%
Other: 16.65%
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Top Holdings

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TickerNameWeight
PRRXXT. Rowe Price Government Reserve Fund8.35%
-Gecu 2023- 5.87% 01/15/301.68%
EGLPT L 05/30/31 13Epicor Software Corporation 2024 Term Loan 1.00 2031-05-231.52%
TIHLLC L 05/06/32 1Truist Insurance Holdings, Llc 0 03/08/20321.42%
APPSYS L 02/24/31 14Applied Systems, Inc.-Ini 0.00 02/24/20311.42%
Top 10 Concentration: 20.71%Report Date: Feb 28, 2026
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Dividend Summary

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Dividend Yield (Current)
6.33%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

TFAIX Mutual Fund Overview

TFAIX Mutual Fund (T. Rowe Price Floating Rate Fund I Class) is managed by T.Rowe Price. TFAIX expense ratio is 0.64%, holding 323 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2016-11-29.

TFAIX performance shows a YTD return of 1.93%. The 1-year return is 3.99% and the 5-year return is 5.85%. TFAIX dividend yield stands at 6.33%, paid monthly.

TFAIX top holdings include T. Rowe Price Government Reserve Fund (8.3%), Gecu 2023- 5.87% 01/15/30 (1.7%), Epicor Software Corporation 2024 Term Loan 1.00 2031-05-23 (1.5%), Truist Insurance Holdings, Llc 0 03/08/2032 (1.4%), Applied Systems, Inc.-Ini 0.00 02/24/2031 (1.4%). Go to all TFAIX holdings, TFAIX sectors, or TFAIX dividends.

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