Donoghue Forlines Risk Managed Income Fund (FLOTX) Alternatives
Donoghue Forlines Risk Managed Income Fund (FLOTX) 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 FLOTX. 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 FLOTX
FLOTX charges 1.07% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among FLOTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | FLOTX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | FLOTX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | FLOTX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | FLOTX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | FLOTX vs LFRIX |
Best Risk-Adjusted Alternatives to FLOTX
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 | FLOTX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | FLOTX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | FLOTX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | FLOTX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | FLOTX vs PYFRX |
Top Performing FLOTX Alternatives (YTD)
FLOTX 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 | FLOTX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | FLOTX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | FLOTX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | FLOTX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | FLOTX vs DFRTX |
Lowest Volatility Alternatives to FLOTX
FLOTX 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 | FLOTX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | FLOTX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | FLOTX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | FLOTX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | FLOTX vs SFHIX |
Lowest Drawdown Alternatives to FLOTX
FLOTX 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 | FLOTX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | FLOTX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | FLOTX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | FLOTX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | FLOTX vs DFLYX |
Other Mutual Funds from Donoghue Forlines LLC
Most popular Donoghue Forlines LLC mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Donoghue Forlines Momentum Fund | Tactical Allocation | 92 | 11.81% | Dec 22, 2016 | FLOTX vs MOJOX | |
| Donoghue Forlines Dividend Fund | Tactical Allocation | 69 | 5.35% | Nov 6, 2013 | FLOTX vs PWDIX | |
| Donoghue Forlines Tactical Allocation Fund | Tactical Allocation | 80 | 1.75% | Apr 5, 2018 | FLOTX vs GTAIX | |
| Donoghue Forlines Tactical Income Fund | Nontraditional Bonds | 11 | -1.04% | Sep 13, 2010 | FLOTX vs PWRIX |
Often Compared With FLOTX
What investors most often compare with FLOTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pacific Funds Floating Rate Income | Bank Loan | 93 | -1.34% | Jun 29, 2011 | FLOTX vs PLFRX |
Compare FLOTX with Any Fund or Stock
Compare FLOTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.