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 a closer substitute for your current allocation.
Cheapest Alternatives to XPRTX
XPRTX charges 1.45% annually. There are 52 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 | XPRTX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | XPRTX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | XPRTX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | XPRTX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 | XPRTX vs LFRIX |
Best Risk-Adjusted Alternatives to XPRTX
XPRTX has a PortfoliosLab risk / return rank of 9. There are 55 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 | XPRTX vs CCLFX | |
| RiverPark Floating Rate CMBS Fund | 100 | — | Sep 2016 | XPRTX vs RCRIX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 99 | — | Jun 2023 | XPRTX vs CAPIX | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | XPRTX vs PYFRX | |
| Virtus Seix Floating Rate High Income Fund | 98 | — | Feb 2006 | XPRTX vs SAMBX |
Top Performing XPRTX Alternatives (YTD)
XPRTX is at -0.68% YTD. There are 57 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 | XPRTX vs XPTFX | |
| Cliffwater Corporate Lending Fund Class I Shares | 3.28% | — | Jun 2019 | XPRTX vs CCLFX | |
| BlackRock Floating Rate Income Trust | 3.20% | — | Aug 2004 | XPRTX vs BGT | |
| Calamos Aksia Alternative Credit and Income Fund C... | 3.16% | — | Jun 2023 | XPRTX vs CAPIX | |
| Victory Floating Rate Fund | 2.96% | — | Dec 2009 | XPRTX vs RSFYX |
Lowest Volatility Alternatives to XPRTX
XPRTX has 3.31% 1-year volatility. There are 56 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 | XPRTX vs RCRIX | |
| Cliffwater Corporate Lending Fund Class I Shares | 0.85% | — | Jun 2019 | XPRTX vs CCLFX | |
| Payden Floating Rate Fund | 1.25% | — | Nov 2013 | XPRTX vs PYFRX | |
| BNY Mellon Floating Rate Income Fund | 1.35% | — | Sep 2013 | XPRTX vs DFLYX | |
| Donoghue Forlines Risk Managed Income Fund | 1.69% | — | Dec 2017 | XPRTX vs FLOTX |
Lowest Drawdown Alternatives to XPRTX
XPRTX has a 1-year max drawdown of -3.39%. There are 55 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 | XPRTX vs RCRIX | |
| Cliffwater Corporate Lending Fund Class I Shares | -0.19% | — | Jun 2019 | XPRTX vs CCLFX | |
| Virtus Seix Floating Rate High Income Fund | -0.78% | — | Feb 2006 | XPRTX vs SAMBX | |
| PGIM Floating Rate Income Fund | -0.85% | — | Mar 2011 | XPRTX vs FRFZX | |
| Virtus Newfleet Senior Floating Rate Fund | -0.88% | — | Jan 2008 | XPRTX vs PSFIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, VAFAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 38 | 11.50% | — | Oct 2020 | XPRTX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 68 | 13.11% | — | — | XPRTX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 8 | 2.06% | — | Jun 2005 | XPRTX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 35 | -8.91% | — | Jul 1983 | XPRTX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 74 | 14.48% | — | Jun 2001 | XPRTX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 83 | 12.80% | — | Oct 1968 | XPRTX vs ACSTX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 76 | 21.61% | — | Jun 1999 | XPRTX vs VSCAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 34 | 6.19% | — | Feb 1988 | XPRTX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 74 | 7.11% | — | Aug 1960 | XPRTX vs ACEIX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 69 | 13.28% | — | Jul 1997 | XPRTX vs VADDX |
Often Compared With XPRTX
Investors most often compare XPRTX with MVO, VTV, VWNAX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare XPRTX with Any Fund or Stock
Compare XPRTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair XPRTX with funds that move differently
Invesco Senior Loan Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XPRTX.
Explore XPRTX Diversifiers