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 a closer substitute for your current allocation.
Cheapest Alternatives to CFRIX
CFRIX charges 0.90% annually. There are 34 mutual funds in the Bank Loan category with lower expense ratios, going as low as 0.41%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | — | Jan 2017 | CFRIX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | CFRIX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | CFRIX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | CFRIX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 | CFRIX vs LFRIX |
Best Risk-Adjusted Alternatives to CFRIX
CFRIX has a PortfoliosLab risk / return rank of 54. There are 36 mutual funds in the Bank Loan category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund Class I Shares | 100 | — | Jun 2019 | CFRIX vs CCLFX | |
| RiverPark Floating Rate CMBS Fund | 99 | — | Sep 2016 | CFRIX vs RCRIX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 99 | — | Jun 2023 | CFRIX vs CAPIX | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | CFRIX vs PYFRX | |
| Virtus Seix Floating Rate High Income Fund | 97 | — | Feb 2006 | CFRIX vs SAMBX |
Top Performing CFRIX Alternatives (YTD)
CFRIX is at 0.95% YTD. There are 38 mutual funds in the Bank Loan category with higher YTD returns, going as high as 3.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 3.95% | — | Jan 2017 | CFRIX vs XPTFX | |
| Cliffwater Corporate Lending Fund Class I Shares | 3.28% | — | Jun 2019 | CFRIX vs CCLFX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 3.26% | — | Jun 2023 | CFRIX vs CAPIX | |
| Virtus Seix Floating Rate High Income Fund | 2.89% | — | Feb 2006 | CFRIX vs SAMBX | |
| Victory Floating Rate Fund | 2.83% | — | Dec 2009 | CFRIX vs RSFYX |
Lowest Volatility Alternatives to CFRIX
CFRIX has 2.53% 1-year volatility. There are 41 mutual funds in the Bank Loan category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund Class I Shares | 0.85% | — | Jun 2019 | CFRIX vs CCLFX | |
| RiverPark Floating Rate CMBS Fund | 0.89% | — | Sep 2016 | CFRIX vs RCRIX | |
| Payden Floating Rate Fund | 1.25% | — | Nov 2013 | CFRIX vs PYFRX | |
| BNY Mellon Floating Rate Income Fund | 1.35% | — | Sep 2013 | CFRIX vs DFLYX | |
| Donoghue Forlines Risk Managed Income Fund | 1.68% | — | Dec 2017 | CFRIX vs FLOTX |
Lowest Drawdown Alternatives to CFRIX
CFRIX has a 1-year max drawdown of -2.19%. There are 47 mutual funds in the Bank Loan category with shallower 1-year drawdowns, going as shallow as -0.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund Class I Shares | -0.19% | — | Jun 2019 | CFRIX vs CCLFX | |
| RiverPark Floating Rate CMBS Fund | -0.45% | — | Sep 2016 | CFRIX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | -0.78% | — | Feb 2006 | CFRIX vs SAMBX | |
| PGIM Floating Rate Income Fund | -0.85% | — | Mar 2011 | CFRIX vs FRFZX | |
| Virtus Newfleet Senior Floating Rate Fund | -0.88% | — | Jan 2008 | CFRIX vs PSFIX |
Other Mutual Funds from Catalyst Mutual Funds
The 10 most viewed Catalyst Mutual Funds mutual funds shown here include MBXIX, ATRFX, CLPAX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | Multistrategy, Systematic Trend, Global Equities | 92 | 13.75% | — | Dec 1996 | CFRIX vs MBXIX | |
| Catalyst Systematic Alpha Class I | Multistrategy | 9 | -1.95% | — | Jul 2014 | CFRIX vs ATRFX | |
| Catalyst Nasdaq-100 Hedged Equity Fund | Derivative Income | 21 | 7.94% | — | Dec 2013 | CFRIX vs CLPAX | |
| Catalyst/Millburn Hedge Strategy Fund | Multistrategy, Systematic Trend, Global Equities | 92 | 13.56% | — | Dec 2015 | CFRIX vs MBXAX | |
| Catalyst/SMH High Income Fund | High Yield Bonds | 70 | 2.92% | — | May 2008 | CFRIX vs HIIFX | |
| Catalyst/SMH Total Return Income Fund | Diversified Portfolio | 16 | 3.80% | — | May 2008 | CFRIX vs TRIFX | |
| Catalyst Energy Infrastructure Fund | Infrastructure Equities, Energy Equities | 22 | 33.21% | — | Dec 2014 | CFRIX vs MLXIX | |
| Catalyst Insider Buying Fund | Large Cap Growth Equities | 8 | 10.19% | — | Jul 2011 | CFRIX vs INSAX | |
| Catalyst Dynamic Alpha Fund | Large Cap Growth Equities | 27 | 16.52% | — | Dec 2011 | CFRIX vs CPEAX | |
| Catalyst/MAP Global Balanced Fund | Global Allocation | 67 | 5.87% | — | Jul 2011 | CFRIX vs TRXAX |
Often Compared With CFRIX
Investors most often compare CFRIX with FBAPX, HYZD, AGG. These 20 comparison targets span 16 categories, based on PortfoliosLab usage data.
Compare CFRIX with Any Fund or Stock
Compare CFRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFRIX with funds that move differently
Catalyst/CIFC Floating Rate Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFRIX.
Explore CFRIX Diversifiers