Victory Floating Rate Fund (RSFYX) 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 RSFYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to RSFYX
RSFYX charges 0.79% annually. There are 28 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 | RSFYX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | RSFYX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | RSFYX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | RSFYX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 | RSFYX vs LFRIX |
Best Risk-Adjusted Alternatives to RSFYX
RSFYX has a PortfoliosLab risk / return rank of 88. There are 18 mutual funds in the Bank Loan category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund Class I Shares | 100 | — | Jun 2019 | RSFYX vs CCLFX | |
| RiverPark Floating Rate CMBS Fund | 100 | — | Sep 2016 | RSFYX vs RCRIX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 99 | — | Jun 2023 | RSFYX vs CAPIX | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | RSFYX vs PYFRX | |
| Virtus Seix Floating Rate High Income Fund | 98 | — | Feb 2006 | RSFYX vs SAMBX |
Top Performing RSFYX Alternatives (YTD)
RSFYX is at 2.96% YTD. There are 4 mutual funds in the Bank Loan category with higher YTD returns, going as high as 3.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 3.95% | — | Jan 2017 | RSFYX vs XPTFX | |
| Cliffwater Corporate Lending Fund Class I Shares | 3.28% | — | Jun 2019 | RSFYX vs CCLFX | |
| BlackRock Floating Rate Income Trust | 3.20% | — | Aug 2004 | RSFYX vs BGT | |
| Calamos Aksia Alternative Credit and Income Fund C... | 3.16% | — | Jun 2023 | RSFYX vs CAPIX | |
| Virtus Seix Floating Rate High Income Fund | 2.76% | — | Feb 2006 | RSFYX vs SAMBX |
Lowest Volatility Alternatives to RSFYX
RSFYX has 3.97% 1-year volatility. There are 58 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 | RSFYX vs RCRIX | |
| Cliffwater Corporate Lending Fund Class I Shares | 0.85% | — | Jun 2019 | RSFYX vs CCLFX | |
| Payden Floating Rate Fund | 1.25% | — | Nov 2013 | RSFYX vs PYFRX | |
| BNY Mellon Floating Rate Income Fund | 1.35% | — | Sep 2013 | RSFYX vs DFLYX | |
| Donoghue Forlines Risk Managed Income Fund | 1.69% | — | Dec 2017 | RSFYX vs FLOTX |
Lowest Drawdown Alternatives to RSFYX
RSFYX has a 1-year max drawdown of -1.23%. 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 | RSFYX vs RCRIX | |
| Cliffwater Corporate Lending Fund Class I Shares | -0.19% | — | Jun 2019 | RSFYX vs CCLFX | |
| Virtus Seix Floating Rate High Income Fund | -0.78% | — | Feb 2006 | RSFYX vs SAMBX | |
| PGIM Floating Rate Income Fund | -0.85% | — | Mar 2011 | RSFYX vs FRFZX | |
| Virtus Newfleet Senior Floating Rate Fund | -0.88% | — | Jan 2008 | RSFYX vs PSFIX |
Other Mutual Funds from Victory
The 10 most viewed Victory mutual funds shown here include USNQX, USSPX, CBYYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| USAA Nasdaq 100 Index Fund | Nasdaq-100, Large Cap Growth Equities | 38 | 11.42% | — | Oct 2000 | RSFYX vs USNQX | |
| Victory 500 Index Fund Member Shares | Large Cap Blend Equities | 59 | 9.34% | — | May 1996 | RSFYX vs USSPX | |
| Victory Pioneer Cat Bond Fund Class Y | Nontraditional Bonds | 100 | 4.19% | — | Jan 2023 | RSFYX vs CBYYX | |
| USAA Aggressive Growth Fund | Large Cap Growth Equities | 10 | 1.29% | — | Oct 1981 | RSFYX vs USAUX | |
| Victory Global Energy Transition Fund | Energy Equities | 96 | 27.93% | — | Nov 1995 | RSFYX vs RSNRX | |
| USAA Precious Metals and Minerals Fund | Precious Metals | 32 | -10.35% | — | Aug 1984 | RSFYX vs USAGX | |
| USAA Growth and Tax Strategy Fund | Diversified Portfolio | 78 | 5.25% | — | Jan 1989 | RSFYX vs USBLX | |
| USAA Growth Fund | Large Cap Growth Equities | 7 | -2.61% | — | Apr 1971 | RSFYX vs USAAX | |
| USAA Cornerstone Moderately Aggressive Fund | Diversified Portfolio | 79 | 8.69% | — | Aug 1984 | RSFYX vs USCRX | |
| USAA High Income Fund | High Yield Bonds | 78 | 1.66% | — | Aug 1999 | RSFYX vs USHYX |
Often Compared With RSFYX
Investors most often compare RSFYX with FFRHX, ARTUX, CLOZ. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare RSFYX with Any Fund or Stock
Compare RSFYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair RSFYX with funds that move differently
Victory Floating Rate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to RSFYX.
Explore RSFYX Diversifiers