Federated Hermes Project and Trade Finance Tender Fund (XPTFX) Alternatives
Federated Hermes Project and Trade Finance Tender Fund (XPTFX) 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 XPTFX. 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 XPTFX
XPTFX charges 0.41% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among XPTFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | XPTFX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | XPTFX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | XPTFX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | XPTFX vs LFRIX | |
| T. Rowe Price Floating Rate Fund Class I | 0.63% | Nov 29, 2016 | XPTFX vs TFAIX |
Best Risk-Adjusted Alternatives to XPTFX
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 | XPTFX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | XPTFX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | XPTFX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | XPTFX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | XPTFX vs PYFRX |
Top Performing XPTFX Alternatives (YTD)
XPTFX 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 | XPTFX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | XPTFX vs RSFYX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | XPTFX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | XPTFX vs DFRTX | |
| DWS Floating Rate Fund Class S | 0.38% | Jun 28, 2007 | XPTFX vs DFRPX |
Lowest Volatility Alternatives to XPTFX
XPTFX 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 | XPTFX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | XPTFX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | XPTFX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | XPTFX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | XPTFX vs SFHIX |
Lowest Drawdown Alternatives to XPTFX
XPTFX 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 | XPTFX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | XPTFX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | XPTFX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | XPTFX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | XPTFX vs DFLYX |
Other Mutual Funds from Federated
Most popular Federated mutual funds on PortfoliosLab, across asset classes.
Often Compared With XPTFX
What investors most often compare with XPTFX, based on PortfoliosLab usage data.
Compare XPTFX with Any Fund or Stock
Compare XPTFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.