JPMorgan Floating Rate Income Fund (JPHSX) 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 JPHSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to JPHSX
JPHSX charges 0.75% annually. There are 20 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 | JPHSX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | JPHSX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | JPHSX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | JPHSX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 | JPHSX vs LFRIX |
Best Risk-Adjusted Alternatives to JPHSX
JPHSX has a PortfoliosLab risk / return rank of 49. There are 40 mutual funds in the Bank Loan category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 100 | — | Sep 2016 | JPHSX vs RCRIX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 99 | — | Jun 2023 | JPHSX vs CAPIX | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | JPHSX vs PYFRX | |
| Virtus Seix Floating Rate High Income Fund | 97 | — | Feb 2006 | JPHSX vs SAMBX | |
| PGIM Floating Rate Income Fund | 96 | — | Mar 2011 | JPHSX vs FRFZX |
Top Performing JPHSX Alternatives (YTD)
JPHSX is at 1.75% YTD. There are 23 mutual funds in the Bank Loan category with higher YTD returns, going as high as 3.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Floating Rate Fund | 3.74% | — | Dec 2009 | JPHSX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 3.54% | — | Jan 2017 | JPHSX vs XPTFX | |
| Virtus Seix Floating Rate High Income Fund | 3.03% | — | Feb 2006 | JPHSX vs SAMBX | |
| Credit Suisse Floating Rate High Income Fund | 3.03% | — | Mar 1999 | JPHSX vs CHIAX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 2.87% | — | Jun 2023 | JPHSX vs CAPIX |
Lowest Volatility Alternatives to JPHSX
JPHSX has 2.03% 1-year volatility. There are 8 mutual funds in the Bank Loan category with lower 1-year volatility, going as low as 0.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 0.76% | — | Sep 2016 | JPHSX vs RCRIX | |
| Payden Floating Rate Fund | 1.25% | — | Nov 2013 | JPHSX vs PYFRX | |
| BNY Mellon Floating Rate Income Fund | 1.35% | — | Sep 2013 | JPHSX vs DFLYX | |
| Donoghue Forlines Risk Managed Income Fund | 1.67% | — | Dec 2017 | JPHSX vs FLOTX | |
| Dunham Floating Rate Bond Fund | 1.67% | — | Oct 2013 | JPHSX vs DAFRX |
Lowest Drawdown Alternatives to JPHSX
JPHSX has a 1-year max drawdown of -1.28%. There are 14 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 | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | -0.19% | — | Sep 2016 | JPHSX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | -0.78% | — | Feb 2006 | JPHSX vs SAMBX | |
| PGIM Floating Rate Income Fund | -0.85% | — | Mar 2011 | JPHSX vs FRFZX | |
| Virtus Newfleet Senior Floating Rate Fund | -0.88% | — | Jan 2008 | JPHSX vs PSFIX | |
| Calvert Floating-Rate Advantage Fund | -0.88% | — | Oct 2017 | JPHSX vs CFOIX |
Other Mutual Funds from JPMorgan
The 10 most viewed JPMorgan mutual funds shown here include JLGMX, SEEGX, OLGAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 | Large Cap Growth Equities | 13 | 5.06% | — | Nov 2010 | JPHSX vs JLGMX | |
| JPMorgan Large Cap Growth Fund | Large Cap Growth Equities | 12 | 4.91% | — | Feb 1992 | JPHSX vs SEEGX | |
| JPMorgan Large Cap Growth Fund Class A | Large Cap Growth Equities | 12 | 4.78% | — | Feb 1994 | JPHSX vs OLGAX | |
| JPMorgan Equity Premium Income Fund Class I | Derivative Income, Large Cap Blend Equities | 18 | 3.00% | — | Aug 2018 | JPHSX vs JEPIX | |
| JPMorgan Equity Income Fund R6 | Large Cap Value Equities, Dividend | 82 | 15.35% | — | Jul 1987 | JPHSX vs OIEJX | |
| JPMorgan Hedged Equity Fund Class I | Hedge Fund | 15 | -0.75% | — | Dec 2013 | JPHSX vs JHEQX | |
| JPMorgan Income Fund | Multisector Bonds | 86 | 1.48% | — | Jun 2014 | JPHSX vs JMSIX | |
| JPMorgan U.S. Equity Fund R6 | Large Cap Blend Equities | 23 | 6.03% | — | Sep 1993 | JPHSX vs JUEMX | |
| JPMorgan Equity Premium Income Fund Class A | Derivative Income, Dividend | 17 | 2.94% | — | Aug 2018 | JPHSX vs JEPAX | |
| JPMorgan Growth Advantage Fund | Large Cap Growth Equities | 13 | 4.07% | — | Oct 1999 | JPHSX vs VHIAX |
Often Compared With JPHSX
Investors most often compare JPHSX with DDFLX, FLYRX, CSHI. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare JPHSX with Any Fund or Stock
Compare JPHSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair JPHSX with funds that move differently
JPMorgan Floating Rate Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to JPHSX.
Explore JPHSX Diversifiers