Pacific Funds Floating Rate Income (PLFRX) Alternatives
Pacific Funds Floating Rate Income (PLFRX) 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 PLFRX. 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 PLFRX
PLFRX charges 0.68% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among PLFRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | PLFRX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | PLFRX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | PLFRX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | PLFRX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | PLFRX vs LFRIX |
Best Risk-Adjusted Alternatives to PLFRX
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 | PLFRX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | PLFRX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | PLFRX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | PLFRX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | PLFRX vs PYFRX |
Top Performing PLFRX Alternatives (YTD)
PLFRX 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 | PLFRX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | PLFRX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | PLFRX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | PLFRX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | PLFRX vs DFRTX |
Lowest Volatility Alternatives to PLFRX
PLFRX 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 | PLFRX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | PLFRX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | PLFRX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | PLFRX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | PLFRX vs SFHIX |
Lowest Drawdown Alternatives to PLFRX
PLFRX 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 | PLFRX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | PLFRX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | PLFRX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | PLFRX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | PLFRX vs DFLYX |
Other Mutual Funds from Pacific Funds Series Trust
Most popular Pacific Funds Series Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Pacific Funds Short Duration Income | Short-Term Bond | 98 | 0.07% | Dec 19, 2011 | PLFRX vs PLSDX | |
| Pacific Funds Portfolio Optimization Moderate | Diversified Portfolio | 49 | -3.86% | Dec 30, 2003 | PLFRX vs POCAX | |
| Pacific Funds Core Income | Intermediate Core-Plus Bond | 67 | -0.63% | Dec 31, 2010 | PLFRX vs PLIIX | |
| Pacific Funds Portfolio Optimization Growth | Diversified Portfolio | 47 | -3.98% | Dec 30, 2003 | PLFRX vs PODAX | |
| Pacific Funds Portfolio Optimization Aggressive-Gr... | Diversified Portfolio | 48 | -4.48% | Dec 30, 2003 | PLFRX vs POEAX | |
| Pacific Funds Portfolio Optimization Moderate-Cons... | Diversified Portfolio | 58 | -2.60% | Dec 30, 2003 | PLFRX vs POBAX | |
| Pacific Funds Ultra Short Income | Ultrashort Bond | 99 | 0.42% | Jun 28, 2019 | PLFRX vs PLUIX | |
| Pacific Funds High Income | High Yield Bonds | 87 | -0.95% | Dec 19, 2011 | PLFRX vs PLHIX | |
| Pacific Funds Strategic Income | Multisector Bonds | 92 | -0.86% | Dec 18, 2011 | PLFRX vs PLSRX | |
| Pacific Funds Portfolio Optimization Conservative | Diversified Portfolio | 68 | -1.64% | Dec 30, 2003 | PLFRX vs POAAX |
Often Compared With PLFRX
What investors most often compare with PLFRX, based on PortfoliosLab usage data.
Compare PLFRX with Any Fund or Stock
Compare PLFRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.