DWS Floating Rate Fund (DFRTX) 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 DFRTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DFRTX
DFRTX charges 0.78% annually. There are 25 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 | DFRTX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | DFRTX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | DFRTX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | DFRTX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 | DFRTX vs LFRIX |
Best Risk-Adjusted Alternatives to DFRTX
Among 63 mutual funds in the Bank Loan category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 100 | — | Sep 2016 | DFRTX vs RCRIX | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | DFRTX vs PYFRX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 98 | — | Jun 2023 | DFRTX vs CAPIX | |
| Virtus Seix Floating Rate High Income Fund | 97 | — | Feb 2006 | DFRTX vs SAMBX | |
| PGIM Floating Rate Income Fund | 96 | — | Mar 2011 | DFRTX vs FRFZX |
Top Performing DFRTX Alternatives (YTD)
Among 63 mutual funds in the Bank Loan category with YTD return data, the top-performing alternatives shown here go as high as 3.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Floating Rate Fund | 3.48% | — | Dec 2009 | DFRTX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 3.23% | — | Jan 2017 | DFRTX vs XPTFX | |
| Virtus Seix Floating Rate High Income Fund | 2.42% | — | Feb 2006 | DFRTX vs SAMBX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 2.38% | — | Jun 2023 | DFRTX vs CAPIX | |
| PGIM Floating Rate Income Fund | 2.29% | — | Mar 2011 | DFRTX vs FRFZX |
Lowest Volatility Alternatives to DFRTX
Among 63 mutual funds in the Bank Loan category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 0.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 0.77% | — | Sep 2016 | DFRTX vs RCRIX | |
| Payden Floating Rate Fund | 1.24% | — | Nov 2013 | DFRTX vs PYFRX | |
| BNY Mellon Floating Rate Income Fund | 1.36% | — | Sep 2013 | DFRTX vs DFLYX | |
| Shenkman Capital Floating Rate High Income Fund | 1.67% | — | Oct 2014 | DFRTX vs SFHIX | |
| Donoghue Forlines Risk Managed Income Fund | 1.68% | — | Dec 2017 | DFRTX vs FLOTX |
Lowest Drawdown Alternatives to DFRTX
Among 63 mutual funds in the Bank Loan category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -0.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | -0.19% | — | Sep 2016 | DFRTX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | -0.78% | — | Feb 2006 | DFRTX vs SAMBX | |
| PGIM Floating Rate Income Fund | -0.85% | — | Mar 2011 | DFRTX vs FRFZX | |
| Calvert Floating-Rate Advantage Fund | -0.88% | — | Oct 2017 | DFRTX vs CFOIX | |
| Virtus Newfleet Senior Floating Rate Fund | -0.88% | — | Jan 2008 | DFRTX vs PSFIX |
Other Mutual Funds from DWS
The 10 most viewed DWS mutual funds shown here include AAAAX, KTCAX, SCDGX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 36 | 8.59% | — | Jul 2007 | DFRTX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 60 | 25.26% | — | Sep 1948 | DFRTX vs KTCAX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 58 | 9.23% | — | May 1929 | DFRTX vs SCDGX | |
| DWS RREEF Real Assets Fund | Global Allocation | 37 | 8.70% | — | Jul 2007 | DFRTX vs AAAZX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 86 | 37.85% | — | May 1996 | DFRTX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 18 | 8.51% | — | Jul 1986 | DFRTX vs SCOBX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 10 | 2.90% | — | Jul 2000 | DFRTX vs SCGSX | |
| DWS S&P 500 Index Fund | S&P 500 | 64 | 9.65% | — | Aug 1997 | DFRTX vs SCPIX | |
| DWS Global High Income Fund | High Yield Bonds | 75 | 1.59% | — | Mar 1998 | DFRTX vs MGHYX | |
| DWS Equity 500 Index Fund | Large Cap Blend Equities | 65 | 9.70% | — | Dec 1992 | DFRTX vs BTIIX |
Often Compared With DFRTX
Investors most often compare DFRTX with DDFLX, AFRAX, FFRSX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DFRTX with Any Fund or Stock
Compare DFRTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DFRTX with funds that move differently
DWS Floating Rate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DFRTX.
Explore DFRTX Diversifiers