Dunham Floating Rate Bond Fund (DAFRX) 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 DAFRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DAFRX
DAFRX charges 1.29% annually. There are 51 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 | DAFRX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | DAFRX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | DAFRX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | DAFRX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 | DAFRX vs LFRIX |
Best Risk-Adjusted Alternatives to DAFRX
DAFRX has a PortfoliosLab risk / return rank of 56. There are 33 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 | DAFRX vs CCLFX | |
| RiverPark Floating Rate CMBS Fund | 99 | — | Sep 2016 | DAFRX vs RCRIX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 99 | — | Jun 2023 | DAFRX vs CAPIX | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | DAFRX vs PYFRX | |
| Virtus Seix Floating Rate High Income Fund | 97 | — | Feb 2006 | DAFRX vs SAMBX |
Top Performing DAFRX Alternatives (YTD)
DAFRX is at 1.75% YTD. There are 23 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 | DAFRX vs XPTFX | |
| Cliffwater Corporate Lending Fund Class I Shares | 3.28% | — | Jun 2019 | DAFRX vs CCLFX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 3.26% | — | Jun 2023 | DAFRX vs CAPIX | |
| Virtus Seix Floating Rate High Income Fund | 2.89% | — | Feb 2006 | DAFRX vs SAMBX | |
| Victory Floating Rate Fund | 2.83% | — | Dec 2009 | DAFRX vs RSFYX |
Lowest Volatility Alternatives to DAFRX
DAFRX has 1.79% 1-year volatility. There are 6 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 | DAFRX vs CCLFX | |
| RiverPark Floating Rate CMBS Fund | 0.89% | — | Sep 2016 | DAFRX vs RCRIX | |
| Payden Floating Rate Fund | 1.25% | — | Nov 2013 | DAFRX vs PYFRX | |
| BNY Mellon Floating Rate Income Fund | 1.35% | — | Sep 2013 | DAFRX vs DFLYX | |
| Donoghue Forlines Risk Managed Income Fund | 1.68% | — | Dec 2017 | DAFRX vs FLOTX |
Lowest Drawdown Alternatives to DAFRX
DAFRX has a 1-year max drawdown of -1.45%. There are 20 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 | DAFRX vs CCLFX | |
| RiverPark Floating Rate CMBS Fund | -0.45% | — | Sep 2016 | DAFRX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | -0.78% | — | Feb 2006 | DAFRX vs SAMBX | |
| PGIM Floating Rate Income Fund | -0.85% | — | Mar 2011 | DAFRX vs FRFZX | |
| Virtus Newfleet Senior Floating Rate Fund | -0.88% | — | Jan 2008 | DAFRX vs PSFIX |
Other Mutual Funds from Dunham
The 10 most viewed Dunham mutual funds shown here include DCINX, DCAIX, DAIOX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Dunham International Stock Fund | Foreign Large Cap Equities | 89 | 22.83% | — | Dec 2004 | DAFRX vs DCINX | |
| Dunham Long/Short Credit Fund | Nontraditional Bonds | 80 | 0.80% | — | Dec 2004 | DAFRX vs DCAIX | |
| Dunham International Opportunity Bond Fund | Global Bonds | 36 | 2.16% | — | Oct 2013 | DAFRX vs DAIOX | |
| Dunham Small Cap Growth Fund | Small Cap Growth Equities | 40 | 13.94% | — | Dec 2004 | DAFRX vs DCDGX | |
| Dunham Dynamic Macro Fund | Multistrategy | 6 | 0.36% | — | Apr 2010 | DAFRX vs DNAVX | |
| Dunham Large Cap Value Fund | Large Cap Value Equities | 89 | 14.69% | — | Dec 2004 | DAFRX vs DCLVX | |
| Dunham Real Estate Stock Fund | REIT | 26 | 15.86% | — | Dec 2004 | DAFRX vs DCREX | |
| Dunham Monthly Distribution Fund | Event Driven | 87 | 1.32% | — | Jul 2008 | DAFRX vs DAMDX | |
| Dunham Small Cap Value Fund | Small Cap Value Equities | 86 | 21.97% | — | Dec 2004 | DAFRX vs DCSVX | |
| Dunham Emerging Markets Stock Fund | Emerging Markets Equities | 39 | 17.08% | — | Dec 2004 | DAFRX vs DCEMX |
Often Compared With DAFRX
Investors most often compare DAFRX with VOO, PLFRX, FFRSX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DAFRX with Any Fund or Stock
Compare DAFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DAFRX with funds that move differently
Dunham Floating Rate Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DAFRX.
Explore DAFRX Diversifiers