RFRFX

ActiveMin. $1M

Columbia Floating Rate Fund

Category: US Bond (5,386 funds)

Expense Ratio
1.01%
Annual Cost per $10K
$101.00
30-Year Fee Drag per $10K
$18,850
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+6.62%

Asset Allocation

US Equity
2%
US Bond
84%
Intl Bond
10%
Cash
4%

Fee Comparison

RFRFX
1.01%
US Bond average
0.76%
US Bond cheapest
0.00%
Index benchmark
0.03%

33% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+29.50%3Y
Compare to

Fee Impact Calculator

$
%
RFRFX at 1.01%$286,363
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$94,250
Cost vs index fund−$91,061

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
RFRFXColumbia Floating Rate Fund1.01%
ABNDXBond Fund of America1.04%
JCBPXJPMorgan Core Bond Fund1.33%
FBKWXFidelity Total Bond Fund0.75%
VTBIXVANGUARD TOTAL BOND MARKET II INDEX FUND0.09%
BAGSXBaird Aggregate Bond Fund0.55%
DOXIXDodge & Cox Income Fund0.33%
VBMFXVANGUARD TOTAL BOND MARKET INDEX FUND0.15%
PIINXPIMCO Income Fund1.08%
JCPPXJPMorgan Core Plus Bond Fund1.14%
GIBRXGuggenheim Total Return Bond Fund0.49%
FFRAXFidelity Advisor Floating Rate High Income Fund0.73%
FBNDXFidelity Investment Grade Bond Fund0.75%
CCBFXCapital Group Central Corporate Bond Fund
AGGiShares Core U.S. Aggregate Bond ETF0.03%
FBNDFidelity Total Bond ETF0.36%
TRVZXT. Rowe Price New Income Fund, Inc.0.32%
BCOSXBaird Core Plus Bond Fund0.55%
FSMTXFidelity SAI Total Bond Fund0.29%
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND0.06%
TRKZXT. Rowe Price High Yield Fund, Inc.0.60%
BBCPXBridge Builder Core Plus Bond Fund0.16%
QCBMFXCollege Retirement Equities Fund - Core Bond Account
BSVVANGUARD SHORT-TERM BOND INDEX FUND0.03%
VFICXVANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND0.20%
IUSBiShares Core Universal USD Bond ETF0.06%
DDLDXDoubleLine Low Duration Bond Fund0.70%
BIMSXBaird Intermediate Bond Fund0.55%
UINCXVictory Income Fund0.84%
FSIGXFidelity Series Investment Grade Bond Fund0.00%
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF0.14%
HIGFXAmerican High Income Trust0.32%
DDCFXDoubleLine Core Fixed Income Fund0.50%
TBBWXNuveen Core Bond Fund0.29%
PTRAXPIMCO Total Return Fund0.76%
TSRSXThornburg Strategic Income Fund0.53%
PCRRXPIMCO CommodityRealReturn Strategy Fund1.25%
JBFRXBond Fund0.46%
JAFLXJanus Henderson Flexible Bond Portfolio$1M min0.82%
MHYSXNYLI MacKay High Yield Corporate Bond Fund0.56%
BIVVANGUARD INTERMEDIATE-TERM BOND INDEX FUND0.03%
AIBAXIntermediate Bond Fund of America0.65%
WACSXWestern Asset Core Bond Fund0.42%
IIBAXVOYA INTERMEDIATE BOND FUND1.43%
BKLNInvesco Senior Loan ETF0.65%
CMBKXAmerican Funds Multi-Sector Income Fund0.70%
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND0.06%
JGCGXJPMorgan Income Fund0.39%
VWESXVANGUARD LONG-TERM INVESTMENT-GRADE FUND0.21%
BBTBXBridge Builder Core Bond Fund0.12%
TBIIXNuveen Bond Index Fund0.32%
THRLXThornburg Limited Term Income Fund0.42%
PLIAXAristotle Core Income Fund0.85%
VIITXVANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND$100M min0.02%
LGBNXLoomis Sayles Investment Grade Bond Fund0.44%
RFRAXColumbia Floating Rate Fund1.01%
SRLNSPDR Blackstone Senior Loan ETF0.70%
FTKFXFidelity Total Bond K6 Fund0.30%
PLFLXAristotle Floating Rate Income Fund1.05%
BONDPIMCO Active Bond Exchange-Traded Fund0.54%
TBPPXNuveen Core Plus Bond Fund0.45%
MWCPXTCW METWEST UNCONSTRAINED BOND FUND0.89%
JADFXJanus Henderson Flexible Bond Fund0.83%
FIHAXFederated Hermes Institutional High Yield Bond Fund0.75%
PARRXPIMCO Real Return Fund0.75%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
JDYRXPGIM High Yield Fund0.74%
SGYAXSIIT HIGH YIELD BOND FUND0.57%
GAKPXGoldman Sachs Core Fixed Income Fund1.46%
WAPSXWestern Asset Core Plus Bond Fund0.42%
PSJIXShort-Term Income Fund0.63%
CBORXCalvert Bond Fund0.46%
VBLTXVANGUARD LONG-TERM BOND INDEX FUND
MXFEXNYLI Floating Rate Fund0.64%
JCPBJPMorgan Core Plus Bond ETF0.38%
ACHFXHigh Income Fund0.68%
CIBRXColumbia Total Return Bond Fund0.49%
LTRHXLord Abbett Total Return Fund0.36%
GIKRXGuggenheim Limited Duration Fund0.46%
TRHYXT. Rowe Price Institutional High Yield Fund$1M min0.50%
MRBBXMFS Total Return Bond Fund0.60%
BFCAXAmerican Funds Corporate Bond Fund1.48%
MXEWXEmpower Core Strategies: Flexible Bond Fund0.80%
SPABSPDR Portfolio Aggregate Bond ETF0.03%
APECXColumbia High Yield Bond Fund0.98%
FAJEXFrost Total Return Bond Fund0.46%
BBNNXBBH Income Fund0.70%
JHYUXJPMorgan High Yield Fund0.50%
VCLTVANGUARD LONG-TERM CORPORATE BOND INDEX FUND0.06%
FGKNXFranklin Core Plus Bond Fund0.72%
CHIAXCredit Suisse Floating Rate High Income Fund0.95%
SCOAXSIIT CORE FIXED INCOME FUND0.37%
BUBSXBaird Ultra Short Bond Fund0.40%
SDICXGuggenheim Core Bond Fund0.53%
CNLEXAmerican Funds Inflation Linked Bond Fund0.89%
EIBRXEaton Vance Income Fund of Boston0.66%
FSILXFederated Hermes Short-Term Income Fund0.66%
FTHRXFidelity Intermediate Bond Fund0.45%
NEARiShares Short Duration Bond Active ETF0.25%
LIIAXColumbia Select Corporate Income Fund0.48%
FFTSXShort-Term Bond Fund of America0.35%

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