Nuveen Floating Rate Income Fund (JFR) Alternatives
Nuveen Floating Rate Income Fund (JFR) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with JFR. 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 JFR
JFR charges 0.02% annually. Among mutual funds in the High Yield Bonds category, these options have the lowest expense ratios among JFR alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Western Asset High Income Opportunity Fund Inc | 0.02% | Jan 1, 2009 | JFR vs HIO | |
| Western Asset High Yield Opportunity Fund Inc | 0.02% | Jul 20, 2010 | JFR vs HYI | |
| Western Asset Global High Income Fund Inc | 0.02% | Jan 1, 2010 | JFR vs EHI | |
| First Trust High Yield Opportunities 2027 Term Fun... | 0.02% | Jun 25, 2020 | JFR vs FTHY | |
| PGIM High Yield Bond Fund | 0.02% | Apr 30, 2012 | JFR vs ISD |
Best Risk-Adjusted Alternatives to JFR
Among mutual funds in the High Yield Bonds 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 | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | Dec 16, 2014 | JFR vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | Mar 6, 2019 | JFR vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | Sep 30, 2010 | JFR vs RPHIX | |
| T. Rowe Price Floating Rate Fund | 99 | Jul 29, 2011 | JFR vs PRFRX | |
| T. Rowe Price Credit Opportunities Fund | 98 | Apr 29, 2014 | JFR vs PRCPX |
Top Performing JFR Alternatives (YTD)
JFR alternatives from the High Yield Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Fairholme Focused Income Fund | 6.93% | Dec 31, 2009 | JFR vs FOCIX | |
| Pioneer ILS Interval Fund | 5.18% | Dec 16, 2014 | JFR vs XILSX | |
| RiverNorth Capital and Income Fund | 4.23% | — | JFR vs RSF | |
| RiverPark Short Term High Yield Fund | 1.02% | Sep 30, 2010 | JFR vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.96% | Mar 6, 2019 | JFR vs CCLFX |
Lowest Volatility Alternatives to JFR
JFR alternatives from the High Yield Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.97% | Mar 6, 2019 | JFR vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.97% | Sep 30, 2010 | JFR vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.71% | Jul 15, 2014 | JFR vs CWFIX | |
| Changing Parameters Fund | 1.90% | Oct 2, 2006 | JFR vs CPMPX | |
| Shenkman Capital Short Duration High Income Fund | 1.96% | Oct 31, 2012 | JFR vs SCFIX |
Lowest Drawdown Alternatives to JFR
JFR alternatives from the High Yield Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | -0.21% | Dec 16, 2014 | JFR vs XILSX | |
| RiverPark Short Term High Yield Fund | -0.41% | Sep 30, 2010 | JFR vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.46% | Mar 6, 2019 | JFR vs CCLFX | |
| Toews Tactical Income Fund | -1.12% | Jun 4, 2010 | JFR vs THHYX | |
| Changing Parameters Fund | -1.31% | Oct 2, 2006 | JFR vs CPMPX |
Other Mutual Funds from Nuveen
Most popular Nuveen mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen NASDAQ 100 Dynamic Overwrite Fund | Large Cap Growth Equities | 71 | -4.39% | Jan 30, 2007 | JFR vs QQQX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 9 | -9.14% | Nov 23, 2005 | JFR vs SPXX | |
| Nuveen Credit Strategies Income Fund | Bank Loan | 9 | 0.13% | Jun 26, 2003 | JFR vs JQC | |
| Nuveen Dividend Growth Fund | Large Cap Blend Equities | 23 | -4.17% | Mar 28, 2006 | JFR vs NSBRX | |
| Nuveen High Yield Municipal Bond Fund | High Yield Muni | 15 | -0.75% | Jun 6, 1999 | JFR vs NHMRX | |
| Nuveen Mid Cap Value Fund | Mid Cap Value Equities | 49 | 2.64% | Dec 22, 1987 | JFR vs FASEX | |
| Nuveen Short Duration High Yield Municipal Bond Fu... | High Yield Muni | 28 | -0.04% | Jan 31, 2013 | JFR vs NVHIX | |
| Nuveen Winslow Large-Cap Growth ESG Fund Class I | Large Cap Growth Equities, ESG | 11 | -14.74% | May 15, 2009 | JFR vs NVLIX | |
| Nuveen Equity Long/Short Fund | Long-Short | 47 | -4.35% | Dec 29, 2008 | JFR vs NELIX | |
| Nuveen Preferred Securities & Income Fund | Preferred Stock/Convertible Bonds | 90 | -1.95% | Dec 18, 2006 | JFR vs NPSRX |
Often Compared With JFR
What investors most often compare with JFR, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Multi-Asset Income Fund | Diversified Portfolio | 80 | 0.32% | Sep 9, 2015 | JFR vs FMSDX | |
| PGIM Short Duration High Yield Opportunities Fund | High Yield Bonds | 18 | -1.32% | — | JFR vs SDHY | |
| Dimensional High Yield Fund | High Yield Bonds | 12 | -0.19% | Jan 1, 2013 | JFR vs DHF | |
| Franklin Templeton SMACS: Series I | High Yield Bonds | 97 | 0.52% | Jun 3, 2019 | JFR vs FQTIX | |
| Fidelity Capital & Income Fund | High Yield Bonds | 91 | -0.85% | Nov 1, 1977 | JFR vs FAGIX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | JFR vs VOO | |
| RiverPark Strategic Income Fund | High Yield Bonds | 96 | 0.36% | Sep 30, 2013 | JFR vs RSIIX | |
| PGIM Global High Yield Fund | High Yield Bonds | 3 | -3.98% | Dec 26, 2012 | JFR vs GHY |
Compare JFR with Any Fund or Stock
Compare JFR with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.