Neuberger Berman Floating Rate Income Fund (NFIAX) Alternatives
Neuberger Berman Floating Rate Income Fund (NFIAX) 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 NFIAX. 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 NFIAX
NFIAX charges 0.97% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among NFIAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | NFIAX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | NFIAX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | NFIAX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | NFIAX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | NFIAX vs LFRIX |
Best Risk-Adjusted Alternatives to NFIAX
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 | NFIAX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | NFIAX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | NFIAX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | NFIAX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | NFIAX vs PYFRX |
Top Performing NFIAX Alternatives (YTD)
NFIAX 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 | NFIAX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | NFIAX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | NFIAX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | NFIAX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | NFIAX vs DFRTX |
Lowest Volatility Alternatives to NFIAX
NFIAX 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 | NFIAX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | NFIAX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | NFIAX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | NFIAX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | NFIAX vs SFHIX |
Lowest Drawdown Alternatives to NFIAX
NFIAX 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 | NFIAX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | NFIAX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | NFIAX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | NFIAX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | NFIAX vs DFLYX |
Other Mutual Funds from Neuberger Berman
Most popular Neuberger Berman mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Neuberger Berman Long Short Fund | Long-Short | 22 | -3.63% | Dec 28, 2011 | NFIAX vs NLSIX | |
| Neuberger Berman Genesis Fund | Small Cap Growth Equities | 7 | -1.46% | Sep 27, 1988 | NFIAX vs NBGNX | |
| Neuberger Berman MLP | MLPs, Energy Equities | 67 | 25.95% | Mar 26, 2013 | NFIAX vs NML | |
| Neuberger Berman Guardian Fund | Large Cap Growth Equities | 21 | -11.52% | Jun 1, 1950 | NFIAX vs NGUAX | |
| Neuberger Berman Large Cap Value Fund | Large Cap Value Equities | 82 | 4.11% | Jan 20, 1975 | NFIAX vs NPRTX | |
| Neuberger Berman Mid Cap Growth Fund | Mid Cap Growth Equities | 10 | -9.00% | Mar 1, 1979 | NFIAX vs NMANX | |
| Neuberger Berman Strategic Income Fund | Multisector Bonds | 81 | -1.42% | Jul 10, 2003 | NFIAX vs NSTLX | |
| Neuberger Berman Sustainable Equity Fund | Large Cap Blend Equities | 40 | -6.55% | Mar 16, 1994 | NFIAX vs NBSRX | |
| Neuberger Berman Genesis Fund Institutional Class | Small Cap Growth Equities | 7 | -1.41% | Jul 1, 1999 | NFIAX vs NBGIX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 68 | -0.86% | May 10, 2010 | NFIAX vs NINLX |
Often Compared With NFIAX
What investors most often compare with NFIAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Nuveen Credit Income Fund | High Yield Bonds | 91 | -1.12% | Aug 30, 2001 | NFIAX vs FJSYX | |
| Fidelity Floating Rate High Income Fund | High Yield Bonds | 84 | -0.61% | Aug 16, 2000 | NFIAX vs FFRHX | |
| Schwab High Yield Bond ETF | High Yield Bonds | 74 | -0.47% | Jul 10, 2023 | NFIAX vs SCYB | |
| SPDR Portfolio High Yield Bond ETF | High Yield Bonds | 79 | -0.32% | Jun 18, 2012 | NFIAX vs SPHY | |
| Fidelity Capital & Income Fund | High Yield Bonds | 91 | -0.85% | Nov 1, 1977 | NFIAX vs FAGIX | |
| Invesco Senior Loan ETF | High Yield Bonds | 79 | -1.27% | Mar 3, 2011 | NFIAX vs BKLN | |
| Hartford Floating Rate High Income Fund | Bank Loan | 93 | -1.29% | Sep 29, 2011 | NFIAX vs HFHIX |
Compare NFIAX with Any Fund or Stock
Compare NFIAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.