Catalyst/CIFC Floating Rate Income Fund (CFRIX) Alternatives
Catalyst/CIFC Floating Rate Income Fund (CFRIX) belongs to the Bank Loan category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CFRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CFRIX
CFRIX charges 0.90% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among CFRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | CFRIX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | CFRIX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | CFRIX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | CFRIX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | CFRIX vs LFRIX |
Best Risk-Adjusted Alternatives to CFRIX
Among mutual funds in the Bank Loan category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 100 | Jun 8, 2023 | CFRIX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | CFRIX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | CFRIX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | CFRIX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | CFRIX vs PYFRX |
Top Performing CFRIX Alternatives (YTD)
CFRIX alternatives from the Bank Loan category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.80% | Jun 8, 2023 | CFRIX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | CFRIX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | CFRIX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | CFRIX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | CFRIX vs DFRTX |
Lowest Volatility Alternatives to CFRIX
CFRIX alternatives from the Bank Loan category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.21% | Jun 8, 2023 | CFRIX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | CFRIX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | CFRIX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | CFRIX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | CFRIX vs SFHIX |
Lowest Drawdown Alternatives to CFRIX
CFRIX alternatives from the Bank Loan category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | -0.37% | Jun 8, 2023 | CFRIX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | CFRIX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | CFRIX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | CFRIX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | CFRIX vs DFLYX |
Other Mutual Funds from Catalyst Mutual Funds
Most popular Catalyst Mutual Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Hedge Fund | 69 | 8.00% | Dec 31, 1996 | CFRIX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 3 | -17.98% | Jul 31, 2014 | CFRIX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 38 | -7.05% | Dec 30, 2013 | CFRIX vs CLPAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 85 | -3.01% | May 21, 2008 | CFRIX vs HIIFX | |
| Catalyst/Millburn Hedge Strategy Fund | Macro Trading | 67 | 7.93% | Dec 27, 2015 | CFRIX vs MBXAX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 6 | -15.16% | Jul 29, 2011 | CFRIX vs INSAX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 14 | -2.98% | May 20, 2008 | CFRIX vs TRIFX | |
| Catalyst Energy Infrastructure Fund | Energy Equities | 40 | 35.24% | Dec 21, 2014 | CFRIX vs MLXIX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 32 | -5.75% | Dec 22, 2011 | CFRIX vs CPEAX | |
| Catalyst/Lyons Tactical Allocation Fund | Tactical Allocation | 26 | -5.68% | Jul 1, 2012 | CFRIX vs CLTAX |
Often Compared With CFRIX
What investors most often compare with CFRIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Tactical Bond Fund | Multisector Bonds | 68 | -0.36% | Feb 9, 2022 | CFRIX vs FBAPX | |
| iShares Core U.S. Aggregate Bond ETF | Total Bond Market | 60 | 0.02% | Sep 22, 2003 | CFRIX vs AGG | |
| WisdomTree Interest Rate Hedged High Yield Bond Fu... | High Yield Bonds | 74 | -0.91% | Dec 18, 2013 | CFRIX vs HYZD | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 91 | 2.23% | Jul 28, 2011 | CFRIX vs TRXAX | |
| Catalyst Enhanced Income Strategy Fund | Nontraditional Bonds | 1 | 0.10% | Dec 30, 2018 | CFRIX vs EIXIX | |
| Catalyst Buffered Shield Fund | Options Trading | 61 | -3.13% | Apr 13, 2015 | CFRIX vs SHIIX | |
| Catalyst/MAP Global Equity Fund | Global Equities | 86 | 2.89% | Jul 28, 2011 | CFRIX vs CAXAX |
Compare CFRIX with Any Fund or Stock
Compare CFRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.