Invesco Senior Loan Fund Class IC (XSLCX) 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 XSLCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to XSLCX
XSLCX charges 1.60% annually. There are 56 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 | XSLCX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | XSLCX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | XSLCX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | XSLCX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 | XSLCX vs LFRIX |
Best Risk-Adjusted Alternatives to XSLCX
XSLCX has a PortfoliosLab risk / return rank of 6. There are 57 mutual funds in the Bank Loan category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 100 | — | Sep 2016 | XSLCX vs RCRIX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 98 | — | Jun 2023 | XSLCX vs CAPIX | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | XSLCX vs PYFRX | |
| Virtus Seix Floating Rate High Income Fund | 97 | — | Feb 2006 | XSLCX vs SAMBX | |
| PGIM Floating Rate Income Fund | 96 | — | Mar 2011 | XSLCX vs FRFZX |
Top Performing XSLCX Alternatives (YTD)
XSLCX is at -1.19% YTD. There are 59 mutual funds in the Bank Loan category with higher YTD returns, going as high as 3.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Floating Rate Fund | 3.48% | — | Dec 2009 | XSLCX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 3.23% | — | Jan 2017 | XSLCX vs XPTFX | |
| Virtus Seix Floating Rate High Income Fund | 2.55% | — | Feb 2006 | XSLCX vs SAMBX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 2.38% | — | Jun 2023 | XSLCX vs CAPIX | |
| PGIM Floating Rate Income Fund | 2.29% | — | Mar 2011 | XSLCX vs FRFZX |
Lowest Volatility Alternatives to XSLCX
XSLCX has 3.20% 1-year volatility. There are 55 mutual funds in the Bank Loan category with lower 1-year volatility, going as low as 0.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 0.77% | — | Sep 2016 | XSLCX vs RCRIX | |
| Payden Floating Rate Fund | 1.24% | — | Nov 2013 | XSLCX vs PYFRX | |
| BNY Mellon Floating Rate Income Fund | 1.36% | — | Sep 2013 | XSLCX vs DFLYX | |
| Shenkman Capital Floating Rate High Income Fund | 1.67% | — | Oct 2014 | XSLCX vs SFHIX | |
| Donoghue Forlines Risk Managed Income Fund | 1.68% | — | Dec 2017 | XSLCX vs FLOTX |
Lowest Drawdown Alternatives to XSLCX
XSLCX has a 1-year max drawdown of -3.40%. There are 56 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 | XSLCX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | -0.78% | — | Feb 2006 | XSLCX vs SAMBX | |
| PGIM Floating Rate Income Fund | -0.85% | — | Mar 2011 | XSLCX vs FRFZX | |
| Calvert Floating-Rate Advantage Fund | -0.88% | — | Oct 2017 | XSLCX vs CFOIX | |
| Virtus Newfleet Senior Floating Rate Fund | -0.88% | — | Jan 2008 | XSLCX vs PSFIX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 70 | 20.62% | — | Oct 2020 | XSLCX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 9.99% | — | — | XSLCX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -2.24% | — | Jul 1983 | XSLCX vs OPGSX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 81 | 22.51% | — | Jun 2001 | XSLCX vs VVOAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 15 | 9.88% | — | Jun 2005 | XSLCX vs VAFAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 60 | 9.89% | — | Oct 1968 | XSLCX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 38 | 6.00% | — | Feb 1988 | XSLCX vs MSIGX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 87 | 31.37% | — | Jun 1999 | XSLCX vs VSCAX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 61 | 6.48% | — | Aug 1960 | XSLCX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 10.72% | — | Dec 1969 | XSLCX vs OPPAX |
Often Compared With XSLCX
Investors most often compare XSLCX with DSU, BGT, DAFRX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock Debt Strategies Fund, Inc. | Bank Loan | 7 | 1.17% | — | Nov 1998 | XSLCX vs DSU | |
| BlackRock Floating Rate Income Trust | Bank Loan | 2 | 0.26% | — | Aug 2004 | XSLCX vs BGT | |
| Dunham Floating Rate Bond Fund | Bank Loan | 85 | 2.14% | — | Oct 2013 | XSLCX vs DAFRX |
Compare XSLCX with Any Fund or Stock
Compare XSLCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair XSLCX with funds that move differently
Invesco Senior Loan Fund Class IC alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to XSLCX.
Explore XSLCX Diversifiers