Lord Abbett Floating Rate Fund (LFRIX) Alternatives
Lord Abbett Floating Rate Fund (LFRIX) 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 LFRIX. 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 LFRIX
LFRIX charges 0.60% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among LFRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | LFRIX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | LFRIX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | LFRIX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | LFRIX vs RPIFX | |
| T. Rowe Price Floating Rate Fund Class I | 0.63% | Nov 29, 2016 | LFRIX vs TFAIX |
Best Risk-Adjusted Alternatives to LFRIX
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 | LFRIX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | LFRIX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | LFRIX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | LFRIX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | LFRIX vs PYFRX |
Top Performing LFRIX Alternatives (YTD)
LFRIX 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 | LFRIX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | LFRIX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | LFRIX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | LFRIX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | LFRIX vs DFRTX |
Lowest Volatility Alternatives to LFRIX
LFRIX 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 | LFRIX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | LFRIX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | LFRIX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | LFRIX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | LFRIX vs SFHIX |
Lowest Drawdown Alternatives to LFRIX
LFRIX 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 | LFRIX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | LFRIX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | LFRIX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | LFRIX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | LFRIX vs DFLYX |
Other Mutual Funds from Lord Abbett
Most popular Lord Abbett mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Income Fund | Total Bond Market | 93 | -0.47% | Oct 19, 2004 | LFRIX vs LLDYX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 73 | -1.69% | Apr 30, 2020 | LFRIX vs LSYIX | |
| Lord Abbett Short Duration Income Fund | Short-Term Bond | 94 | -0.24% | Nov 4, 1993 | LFRIX vs LALDX | |
| Lord Abbett Affiliated Fund | Large Cap Value Equities | 56 | -0.95% | Jan 3, 1950 | LFRIX vs LAFFX | |
| Lord Abbett Growth Leaders Fund | Large Cap Growth Equities | 21 | -14.54% | Jun 30, 2011 | LFRIX vs LGLIX | |
| Lord Abbett Bond Debenture Fund | Multisector Bonds | 69 | -1.89% | Mar 31, 1971 | LFRIX vs LBNDX | |
| Lord Abbett High Yield Fund | High Yield Bonds | 66 | -1.97% | Dec 31, 1998 | LFRIX vs LHYAX | |
| Lord Abbett Short Duration High Yield Fund | High Yield Bonds | 70 | -1.81% | May 1, 2020 | LFRIX vs LSYAX | |
| Lord Abbett Ultra Short Bond Fund | Ultrashort Bond | 99 | 0.40% | Oct 17, 2016 | LFRIX vs LUBYX | |
| Lord Abbett Mid Cap Stock Fund | Mid Cap Value Equities | 23 | -1.87% | Jun 28, 1983 | LFRIX vs LAVLX |
Often Compared With LFRIX
What investors most often compare with LFRIX, based on PortfoliosLab usage data.
Compare LFRIX with Any Fund or Stock
Compare LFRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.