Blackrock Floating Rate Fund Quote

BFRIX Fund  USD 9.71  0.01  0.10%   

Performance

18 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Blackrock Floating is trading at 9.71 as of the 11th of December 2024; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 9.7. Blackrock Floating has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of July 2023 and ending today, the 11th of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in floating rate investments and investments that are the economic equivalent of floating rate investments, which effectively enables the fund to achieve a floating rate of income. It may also purchase, without limitation, participations or assignments in senior floating rate loans or second lien floating rate loans.. More on Blackrock Floating Rate

Moving together with Blackrock Mutual Fund

  0.75MKDVX Blackrock Equity DividendPairCorr

Moving against Blackrock Mutual Fund

  0.81BREKX Blackrock InternationalPairCorr
  0.81BRECX Blackrock InternationalPairCorr
  0.81BREAX Blackrock InternationalPairCorr
  0.8BRAMX Bats Series MPairCorr
  0.77BRACX Bats Series CPairCorr
  0.61MKECX Blackrock FundsPairCorr

Blackrock Mutual Fund Highlights

Fund ConcentrationBlackRock Funds, Large Value Funds, Bank Loan Funds, Bank Loan, BlackRock (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date29th of December 2022
Fiscal Year EndAugust
Blackrock Floating Rate [BFRIX] is traded in USA and was established 11th of December 2024. Blackrock Floating is listed under BlackRock category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of BlackRock family. This fund currently has accumulated 4.21 B in assets under management (AUM) with minimum initial investment of 2 M. Blackrock Floating Rate is currently producing year-to-date (YTD) return of 8.03% with the current yeild of 0.09%, while the total return for the last 3 years was 6.69%.
Check Blackrock Floating Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Blackrock Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Blackrock Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Blackrock Floating Rate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Blackrock Floating Rate Mutual Fund Constituents

BKLNInvesco Senior LoanEtfBank Loan
HYGiShares iBoxx HighEtfHigh Yield Bond
JNKSPDR Bloomberg HighEtfHigh Yield Bond
LQDiShares iBoxx InvestmentEtfCorporate Bond
SJNKSPDR Bloomberg ShortEtfHigh Yield Bond
More Details

Blackrock Floating Top Holders

FLOAXPower Floating RateMutual FundNontraditional Bond
FLOCXPower Floating RateMutual FundNontraditional Bond
FLOTXPower Floating RateMutual FundNontraditional Bond
CPMPXChanging Parameters FundMutual FundHigh Yield Bond
PWRAXPower Income FundMutual FundNontraditional Bond
PWRCXPower Income FundMutual FundNontraditional Bond
PWRIXPower Income FundMutual FundNontraditional Bond
More Details

Blackrock Floating Rate Risk Profiles

Blackrock Floating Against Markets

Other Information on Investing in Blackrock Mutual Fund

Blackrock Floating financial ratios help investors to determine whether Blackrock Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Blackrock with respect to the benefits of owning Blackrock Floating security.
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Portfolio Comparator
Compare the composition, asset allocations and performance of any two portfolios in your account
Commodity Directory
Find actively traded commodities issued by global exchanges