Invesco Senior Loan Fund (XPRTX) Alternatives
Invesco Senior Loan Fund (XPRTX) 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 XPRTX. 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 XPRTX
XPRTX charges 1.45% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among XPRTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | XPRTX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | XPRTX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | XPRTX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | XPRTX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | XPRTX vs LFRIX |
Best Risk-Adjusted Alternatives to XPRTX
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 | XPRTX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | XPRTX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | XPRTX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | XPRTX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | XPRTX vs PYFRX |
Top Performing XPRTX Alternatives (YTD)
XPRTX 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 | XPRTX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | XPRTX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | XPRTX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | XPRTX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | XPRTX vs DFRTX |
Lowest Volatility Alternatives to XPRTX
XPRTX 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 | XPRTX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | XPRTX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | XPRTX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | XPRTX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | XPRTX vs SFHIX |
Lowest Drawdown Alternatives to XPRTX
XPRTX 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 | XPRTX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | XPRTX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | XPRTX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | XPRTX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | XPRTX 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 | XPRTX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | XPRTX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | XPRTX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | XPRTX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | XPRTX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | XPRTX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | XPRTX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 56 | -1.20% | Aug 2, 1960 | XPRTX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | XPRTX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | XPRTX vs VVOAX |
Often Compared With XPRTX
What investors most often compare with XPRTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| MV Oil Trust | 26 | 94.53% | — | XPRTX vs MVO | ||
| Vanguard Value ETF | Large Cap Value Equities | 67 | 3.30% | Jan 26, 2004 | XPRTX vs VTV | |
| Vanguard Windsor II Fund Admiral Shares | Large Cap Value Equities | 54 | -3.26% | May 14, 2001 | XPRTX vs VWNAX | |
| Ares Capital Corporation | 21 | -8.49% | — | XPRTX vs ARCC | ||
| Invesco Senior Loan ETF | High Yield Bonds | 79 | -1.27% | Mar 3, 2011 | XPRTX vs BKLN | |
| Hartford Floating Rate High Income Fund | Bank Loan | 93 | -1.29% | Sep 29, 2011 | XPRTX vs HFHIX |
Compare XPRTX with Any Fund or Stock
Compare XPRTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.