Invesco Senior Floating Rate Fund (OOSAX) Alternatives
Invesco Senior Floating Rate Fund (OOSAX) 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 OOSAX. 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 OOSAX
OOSAX charges 1.04% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among OOSAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | OOSAX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | OOSAX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | OOSAX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | OOSAX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | OOSAX vs LFRIX |
Best Risk-Adjusted Alternatives to OOSAX
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 | OOSAX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | OOSAX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | OOSAX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | OOSAX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | OOSAX vs PYFRX |
Top Performing OOSAX Alternatives (YTD)
OOSAX 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 | OOSAX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | OOSAX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | OOSAX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | OOSAX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | OOSAX vs DFRTX |
Lowest Volatility Alternatives to OOSAX
OOSAX 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 | OOSAX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | OOSAX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | OOSAX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | OOSAX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | OOSAX vs SFHIX |
Lowest Drawdown Alternatives to OOSAX
OOSAX 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 | OOSAX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | OOSAX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | OOSAX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | OOSAX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | OOSAX vs DFLYX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | OOSAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | OOSAX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | OOSAX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | OOSAX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | OOSAX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | OOSAX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | OOSAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | OOSAX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | OOSAX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | OOSAX vs VVOAX |
Often Compared With OOSAX
What investors most often compare with OOSAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Floating Rate Fund | High Yield Bonds | 99 | -0.06% | Jul 29, 2011 | OOSAX vs PRFRX | |
| Lord Abbett Short Duration Income Fund | Total Bond Market | 93 | -0.47% | Oct 19, 2004 | OOSAX vs LLDYX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | OOSAX vs VOO | |
| NEOS S&P 500 High Income ETF | Derivative Income, S&P 500 | 69 | -3.13% | Aug 29, 2022 | OOSAX vs SPYI | |
| Fidelity Floating Rate High Income Fund | High Yield Bonds | 84 | -0.61% | Aug 16, 2000 | OOSAX vs FFRHX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | High Yield Bonds | 92 | -1.68% | Nov 12, 2001 | OOSAX vs VWEAX | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | OOSAX vs VTSAX | |
| Pacific Funds Floating Rate Income | Bank Loan | 93 | -1.34% | Jun 29, 2011 | OOSAX vs PLFRX |
Compare OOSAX with Any Fund or Stock
Compare OOSAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.