Welcome! Please Log In
Search
Data through 3/26/2015. Our favorite Bank Loan funds
Fund Category : Bank Loan : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Bank Loan 0.23 1.78 1.88 1.45 4.36 4.71
Sound Point Floating Rate Income Instl 0.68 2.38 2.43 5.16 --- ---
RS Floating Rate Y 0.05 2.33 2.39 0.36 4.23 4.77
Sound Point Floating Rate Income Inv 0.68 2.28 2.36 --- --- ---
DoubleLine Floating Rate I 0.57 2.28 2.32 3.14 --- ---
RS Floating Rate A Load Waived -0.07 2.27 2.23 0.02 3.96 4.56
RS Floating Rate A -0.07 2.27 2.23 0.02 3.96 4.56
Eaton Vance Floating-Rate Advantage I 0.38 2.24 2.28 2.42 5.15 6.00
DoubleLine Floating Rate N 0.55 2.23 2.24 2.96 --- ---
RidgeWorth Seix Floating Rate Hi Inc I 0.14 2.22 2.59 1.96 4.64 5.18
T. Rowe Price Instl Floating Rate F 0.53 2.19 2.24 2.84 4.61 ---
Eaton Vance Floating-Rate Advantage Adv 0.36 2.18 2.22 2.17 4.89 5.74
Eaton Vance Floating-Rate Advantage A LW 0.27 2.18 2.22 2.08 4.88 5.74
Eaton Vance Floating-Rate Advantage A 0.27 2.18 2.22 2.08 4.88 5.74
Neuberger Berman Floating Rate Inc Inst 0.22 2.17 2.31 2.32 4.19 5.02
RidgeWorth Seix Floating Rate Hi Inc A 0.11 2.15 2.50 1.66 4.35 4.86
RidgeWorth Seix Floating Rate Hi In A LW 0.11 2.15 2.50 1.66 4.35 4.86
Payden Floating Rate SI 0.40 2.15 2.24 2.73 --- ---
Columbia Floating Rate W 0.38 2.14 2.19 2.02 4.70 5.29
Prudential Floating Rate Income Z 0.43 2.13 2.17 2.19 4.63 ---
Payden Floating Rate Investor 0.30 2.13 2.22 2.61 --- ---
Credit Suisse Floating Rate Hi Inc A LW 0.46 2.13 2.17 2.23 4.59 6.38
Credit Suisse Floating Rate Hi Inc A 0.46 2.13 2.17 2.23 4.59 6.38
T. Rowe Price Instl Floating Rate 0.44 2.12 2.27 2.88 4.67 5.03
Fidelity® Series Floating Rate High IncF 0.23 2.12 2.05 1.97 5.67 ---
Columbia Floating Rate I 0.30 2.11 2.17 2.22 5.06 5.66
Eaton Vance Floating-Rate Advantage B 0.24 2.10 2.13 1.72 4.52 5.37
Credit Suisse Floating Rate Hi Inc B 0.55 2.10 2.13 1.63 3.84 5.64
Catalyst/Princeton Floating Rt Inc I 0.20 2.10 2.07 1.06 --- ---
Fidelity® Series Floating Rate High Inc 0.22 2.09 2.02 1.87 5.55 ---
Columbia Floating Rate Z 0.30 2.09 2.15 2.10 4.93 ---
Columbia Floating Rate R5 0.30 2.09 2.16 2.18 5.04 5.64
Columbia Floating Rate R4 0.30 2.09 2.15 2.21 --- ---
RS Floating Rate C -0.03 2.08 2.13 -0.66 3.14 3.88
Neuberger Berman Floating Rate Inc A LW 0.19 2.08 2.22 1.95 3.80 4.61
Neuberger Berman Floating Rate Inc A 0.19 2.08 2.22 1.95 3.80 4.61
BlackRock Floating Rate Income Instl 0.32 2.08 2.12 2.62 4.73 ---
Prudential Floating Rate Income A LW 0.41 2.07 2.11 1.94 4.41 ---
Prudential Floating Rate Income A 0.41 2.07 2.11 1.94 4.41 ---
Eaton Vance Floating-Rate Advantage C 0.32 2.07 2.10 1.66 4.37 5.22
Voya Floating Rate P 0.54 2.06 2.23 3.34 --- ---
Deutsche Floating Rate R6 0.35 2.06 2.06 --- --- ---
T. Rowe Price Floating Rate 0.41 2.05 2.20 2.58 4.03 ---
Deutsche Floating Rate Institutional 0.35 2.05 2.05 0.90 4.11 4.51
Credit Suisse Floating Rate Hi Inc Instl 0.33 2.05 2.08 2.32 4.82 6.63
RS Floating Rate K -0.11 2.04 2.09 -0.52 3.44 4.12
MainStay Floating Rate Inv 0.28 2.04 2.07 1.55 3.63 3.98
MainStay Floating Rate A Load Waived 0.28 2.04 2.08 1.51 3.64 4.02
MainStay Floating Rate A 0.28 2.04 2.08 1.51 3.64 4.02
Columbia Floating Rate K 0.28 2.04 2.10 1.92 4.74 5.33
BlackRock Secured Credit Portfolio Instl 0.01 2.04 2.09 3.27 5.82 6.08
Babson Global Floating Rate I 0.30 2.04 2.00 1.27 --- ---
T. Rowe Price Floating Rate Adv 0.41 2.03 2.17 2.38 3.92 ---
Deutsche Floating Rate S 0.34 2.02 2.14 0.88 4.00 4.40
Columbia Floating Rate A Load Waived 0.28 2.02 2.20 1.96 4.67 5.28
Columbia Floating Rate A 0.28 2.02 2.20 1.96 4.67 5.28
RidgeWorth Seix Floating Rate Hi Inc C 0.07 2.01 2.33 1.05 3.70 4.19
Neuberger Berman Floating Rate Inc C 0.23 2.01 2.13 1.29 3.06 3.90
BlackRock Floating Rate Income Inv A LW 0.40 2.01 2.04 2.41 4.42 4.89
BlackRock Floating Rate Income Inv A 0.40 2.01 2.04 2.41 4.42 4.89
Payden Floating Rate Adviser 0.30 1.99 2.14 2.43 --- ---
MainStay Floating Rate I 0.30 1.99 2.14 1.76 3.86 4.28
Virtus Senior Floating Rate I 0.11 1.98 2.06 1.84 4.54 4.93
Lord Abbett Floating Rate A Load Waived 0.32 1.98 2.02 1.94 4.93 5.08
Lord Abbett Floating Rate A 0.32 1.98 2.02 1.94 4.93 5.08
Hartford Floating Rate I 0.20 1.98 2.04 1.05 4.22 4.92
Oppenheimer Senior Floating Rt Pls I 0.21 1.97 1.97 1.77 --- ---
Columbia Floating Rate R 0.26 1.97 2.02 1.60 4.41 ---
SunAmerica Senior Floating Rate A LW 0.19 1.96 2.00 1.07 4.16 4.22
SunAmerica Senior Floating Rate A 0.19 1.96 2.00 1.07 4.16 4.22
Franklin Floating Rate Daily Access Adv 0.26 1.95 2.02 1.95 4.04 4.43
Credit Suisse Floating Rate Hi Inc C 0.40 1.95 1.98 1.47 3.78 5.57
Catalyst/Princeton Floating Rt Inc A LW 0.20 1.94 2.00 0.80 --- ---
Catalyst/Princeton Floating Rt Inc A 0.20 1.94 2.00 0.80 --- ---
Transamerica Floating Rate I 0.40 1.93 2.09 2.75 --- ---
Fidelity Advisor® Floating Rate Hi Inc I 0.19 1.93 1.96 1.32 3.44 3.87
Virtus Senior Floating Rate A LW 0.09 1.92 2.00 1.58 4.31 4.67
Virtus Senior Floating Rate A 0.09 1.92 2.00 1.58 4.31 4.67
Loomis Sayles Sr Floating Rate and F/I Y 0.69 1.92 2.12 2.47 5.86 ---
Hartford Floating Rate R4 0.19 1.92 1.98 0.75 3.92 4.61
Hartford Floating Rate A Load Waived 0.19 1.92 1.98 0.78 3.95 4.66
Hartford Floating Rate A 0.19 1.92 1.98 0.78 3.95 4.66
Voya Floating Rate I 0.49 1.91 2.06 2.66 4.80 ---
Lord Abbett Floating Rate I 0.24 1.91 1.95 2.12 5.09 5.28
Voya Floating Rate W 0.39 1.90 1.96 2.65 4.78 ---
Lord Abbett Floating Rate F 0.34 1.89 2.04 2.04 5.05 5.19
Hartford Floating Rate Y 0.21 1.89 1.95 1.00 4.26 4.96
Eaton Vance Floating-Rate & Hi Inc Inst 0.12 1.89 1.92 1.91 4.60 5.27
BlackRock Secured Credit Portfolio Inv A -0.11 1.89 1.93 2.91 5.51 5.79
BlackRock Secured Credit Portfolio A LW -0.11 1.89 1.93 2.91 5.51 5.79
Oppenheimer Senior Floating Rt Pls A LW 0.18 1.88 1.89 1.41 --- ---
Oppenheimer Senior Floating Rt Pls A 0.18 1.88 1.89 1.41 --- ---
Loomis Sayles Sr Floating Rate and F/I A 0.59 1.88 2.08 2.13 5.61 ---
Loomis Sayles Sr Floating Rate and A LW 0.59 1.88 2.08 2.13 5.61 ---
Transamerica Floating Rate A LW 0.38 1.87 1.92 2.42 --- ---
Transamerica Floating Rate A 0.38 1.87 1.92 2.42 --- ---
MainStay Floating Rate B 0.22 1.87 1.89 0.79 2.86 3.21
Hartford Floating Rate R5 0.21 1.87 1.93 0.94 4.19 4.91
Fidelity Advisor® Floating Rate Hi Inc A 0.17 1.87 1.90 1.08 3.19 3.61
Fidelity Advisor® Floating Rate Hi A LW 0.17 1.87 1.90 1.08 3.19 3.61
Deutsche Floating Rate A Load Waived 0.22 1.87 1.99 0.62 3.79 4.21
Deutsche Floating Rate A 0.22 1.87 1.99 0.62 3.79 4.21
Babson Global Floating Rate Y 0.20 1.87 1.94 1.11 --- ---
Invesco Floating Rate A Load Waived 0.35 1.86 1.90 1.77 4.98 5.13
Invesco Floating Rate A 0.35 1.86 1.90 1.77 4.98 5.13
Hartford Floating Rate R3 0.17 1.86 1.91 0.50 3.65 4.36
Dreyfus Floating Rate Income Y 0.27 1.86 1.94 2.37 --- ---
Babson Global Floating Rate A LW 0.28 1.86 1.91 0.90 --- ---
Babson Global Floating Rate A 0.28 1.86 1.91 0.90 --- ---
Voya Floating Rate A Load Waived 0.38 1.85 1.90 2.40 4.53 ---
Voya Floating Rate A 0.38 1.85 1.90 2.40 4.53 ---
Columbia Floating Rate C 0.22 1.85 2.01 1.20 3.89 4.50
Columbia Floating Rate B 0.22 1.85 1.89 1.09 3.89 4.49
Oppenheimer Senior Floating Rt Pls Y 0.10 1.84 1.95 1.67 --- ---
Dreyfus Floating Rate Income I 0.26 1.84 1.93 2.34 --- ---
BlackRock Floating Rate Income Inv C 0.34 1.84 1.96 1.64 3.64 ---
Nuveen Symphony Floating Rate Income I 0.27 1.83 2.25 2.40 6.23 ---
Lord Abbett Floating Rate C 0.29 1.83 1.86 1.26 4.25 4.38
Guggenheim Floating Rate Strats Instl 0.35 1.83 1.95 3.14 6.14 ---
Fidelity® Floating Rate High Income 0.09 1.83 1.87 1.27 3.45 3.89
Eaton Vance Floating-Rate & Hi Inc Adv 0.10 1.83 1.86 1.77 4.38 5.02
Catalyst/Princeton Floating Rt Inc C 0.10 1.83 1.81 0.03 --- ---
Guggenheim Floating Rate Strats A LW 0.37 1.82 1.93 2.93 5.92 ---
Guggenheim Floating Rate Strats A 0.37 1.82 1.93 2.93 5.92 ---
Goldman Sachs High Yield Fl Rate Instl 0.19 1.82 1.85 2.27 4.08 ---
Dunham Floating Rate Bond N 0.06 1.82 1.88 1.11 --- ---
BlackRock Secured Credit Portfolio Inv C -0.07 1.81 1.85 2.24 4.73 5.02
Babson Global Floating Rate C 0.23 1.81 1.78 0.23 --- ---
Transamerica Floating Rate C 0.32 1.80 1.84 1.88 --- ---
Lord Abbett Floating Rate R3 0.20 1.80 1.83 1.64 4.63 4.78
Goldman Sachs High Yield Fl Rate IR 0.18 1.80 1.82 2.18 3.99 ---
Franklin Floating Rate Daily Access C 0.32 1.80 1.97 1.29 3.41 3.78
Voya Floating Rate R 0.46 1.79 1.84 2.15 4.24 ---
Prudential Floating Rate Income C 0.35 1.79 1.92 1.08 3.59 ---
Nuveen Symphony Floating Rate Income A 0.25 1.79 2.17 2.14 5.96 ---
Nuveen Symphony Floating Rate Incom A LW 0.25 1.79 2.17 2.14 5.96 ---
Invesco Floating Rate Y 0.24 1.79 1.83 2.02 5.19 5.37
Invesco Floating Rate R5 0.24 1.79 1.96 2.04 5.22 5.44
Dreyfus Floating Rate Income A LW 0.23 1.79 1.87 2.07 --- ---
Dreyfus Floating Rate Income A 0.23 1.79 1.87 2.07 --- ---
Deutsche Floating Rate C 0.15 1.79 1.79 -0.11 3.03 3.43
JPMorgan Floating Rate Income Select 0.10 1.78 1.87 1.07 4.52 ---
Franklin Floating Rate Daily Access A LW 0.24 1.78 1.96 1.59 3.78 4.17
Franklin Floating Rate Daily Access A 0.24 1.78 1.96 1.59 3.78 4.17
Eaton Vance Floating-Rate & Hi Inc A LW 0.12 1.78 1.81 1.68 4.36 4.99
Eaton Vance Floating-Rate & Hi Inc A 0.12 1.78 1.81 1.68 4.36 4.99
Dunham Floating Rate Bond A Load Waived 0.04 1.78 1.81 1.03 --- ---
Dunham Floating Rate Bond A 0.04 1.78 1.81 1.03 --- ---
Voya Floating Rate C 0.42 1.77 1.81 1.73 3.79 ---
SunAmerica Senior Floating Rate C 0.17 1.77 1.93 0.76 3.85 3.92
Lord Abbett Floating Rate R2 0.30 1.77 1.81 1.54 4.53 4.78
MainStay Floating Rate C 0.22 1.76 1.89 0.79 2.82 3.21
Hartford Floating Rate High Inc Y 0.30 1.76 1.84 0.06 5.03 ---
Hartford Floating Rate High Inc R5 0.40 1.76 1.84 0.07 5.03 ---
Virtus Senior Floating Rate C -0.07 1.75 1.81 0.82 3.49 3.91
Fidelity Advisor® Floating Rate Hi Inc T 0.06 1.75 1.77 0.89 3.06 3.52
Putnam Floating Rate Income Y 0.21 1.74 2.06 1.91 4.69 4.96
Hartford Floating Rate High Inc I 0.29 1.74 1.82 0.01 5.07 ---
Goldman Sachs High Yield Fl Rate A LW 0.27 1.74 1.76 1.93 3.70 ---
Goldman Sachs High Yield Fl Rate A 0.27 1.74 1.76 1.93 3.70 ---
JPMorgan Floating Rate Income A LW 0.10 1.72 1.78 0.87 4.29 ---
JPMorgan Floating Rate Income A 0.10 1.72 1.78 0.87 4.29 ---
Eaton Vance Floating Rate I 0.32 1.71 1.86 1.74 4.06 4.58
Oppenheimer Senior Floating Rt Pls C 0.12 1.70 1.80 0.61 --- ---
Dunham Floating Rate Bond C 0.00 1.70 1.69 1.20 --- ---
JPMorgan Floating Rate Income R6 0.10 1.69 1.80 1.08 --- ---
Hartford Floating Rate High Inc R4 0.28 1.69 1.76 -0.33 4.71 ---
Putnam Floating Rate Income A LW 0.08 1.68 1.99 1.63 4.43 4.70
Putnam Floating Rate Income A 0.08 1.68 1.99 1.63 4.43 4.70
Hartford Floating Rate High Inc A LW 0.27 1.68 1.76 -0.24 4.77 ---
Hartford Floating Rate High Inc A 0.27 1.68 1.76 -0.24 4.77 ---
First Trust Short Duration High Inc I 0.14 1.68 2.10 2.90 --- ---
Putnam Floating Rate Income M 0.19 1.67 1.97 1.58 4.37 4.64
Nuveen Symphony Floating Rate Income C 0.19 1.67 1.95 1.39 5.14 ---
Loomis Sayles Sr Floating Rate and F/I C 0.59 1.67 1.87 1.44 4.82 ---
Invesco Floating Rate R 0.33 1.67 1.84 1.52 4.67 4.84
Eaton Vance Floating-Rate & Hi Inc C 0.04 1.66 1.68 1.01 3.60 4.22
Eaton Vance Floating-Rate & Hi Inc B 0.04 1.66 1.68 1.01 3.59 4.24
Dreyfus Floating Rate Income C 0.17 1.66 1.66 1.30 --- ---
BlackRock Floating Rate Income Inv C1 0.36 1.66 1.99 1.90 3.93 ---
JPMorgan Floating Rate Income C 0.10 1.65 1.67 0.31 3.76 ---
Fidelity Advisor® Floating Rate Hi Inc B 0.03 1.65 1.78 0.47 2.62 3.08
Eaton Vance Floating Rate Adv 0.19 1.65 1.68 1.48 3.76 4.30
JHancock Floating Rate Income R6 0.27 1.64 1.72 0.53 4.11 ---
JHancock Floating Rate Income NAV 0.27 1.64 1.72 0.59 4.20 5.03
Hartford Floating Rate C 0.14 1.64 1.69 -0.07 3.14 3.84
First Trust Short Duration High Inc A LW 0.12 1.64 2.04 2.65 --- ---
First Trust Short Duration High Inc A 0.12 1.64 2.04 2.65 --- ---
Putnam Floating Rate Income B 0.18 1.63 1.93 1.41 4.22 4.47
JHancock Floating Rate Income 1 0.27 1.63 1.70 0.53 4.18 4.98
Hartford Floating Rate B 0.13 1.63 1.68 -0.14 3.10 3.80
Eaton Vance Floating Rate A Load Waived 0.20 1.63 1.77 1.45 3.80 4.31
Eaton Vance Floating Rate A 0.20 1.63 1.77 1.45 3.80 4.31
Putnam Floating Rate Income R 0.17 1.62 1.92 1.36 4.16 4.43
Putnam Floating Rate Income C 0.14 1.62 1.77 0.82 3.63 3.92
JHancock Floating Rate Income I 0.27 1.62 1.70 0.46 4.10 4.91
Invesco Floating Rate C 0.18 1.62 1.65 1.25 4.41 4.58
Hartford Floating Rate High Inc R3 0.25 1.62 1.69 -0.53 4.40 ---
Invesco Floating Rate R6 0.39 1.61 2.05 2.08 --- ---
Guggenheim Floating Rate Strats C 0.28 1.61 1.70 2.13 5.12 ---
Fidelity Advisor® Floating Rate Hi Inc C 0.01 1.59 1.61 0.23 2.38 2.82
Goldman Sachs High Yield Fl Rate R 0.15 1.58 1.71 1.58 3.44 ---
Goldman Sachs High Yield Fl Rate C 0.11 1.57 1.58 1.17 2.96 ---
Metropolitan West Floating Rate Inc M 0.46 1.56 1.79 2.45 --- ---
Oppenheimer Senior Floating Rate Y 0.22 1.55 1.59 1.35 4.68 5.69
JHancock Floating Rate Income A LW 0.24 1.54 1.61 0.14 3.74 4.50
JHancock Floating Rate Income A 0.24 1.54 1.61 0.14 3.74 4.50
First Trust Short Duration High Inc C 0.00 1.52 1.80 1.88 --- ---
Metropolitan West Floating Rate Inc I 0.38 1.51 1.74 2.55 --- ---
Hartford Floating Rate High Inc C 0.22 1.51 1.58 -1.07 3.99 ---
Oppenheimer Senior Floating Rate A LW 0.20 1.49 1.53 1.10 4.41 5.41
Oppenheimer Senior Floating Rate A 0.20 1.49 1.53 1.10 4.41 5.41
Pioneer Floating Rate K 0.12 1.48 1.53 1.96 --- ---
Eaton Vance Floating Rate C 0.14 1.48 1.50 0.72 2.99 3.53
Eaton Vance Floating Rate B 0.25 1.48 1.62 0.72 3.02 3.55
Pioneer Floating Rate Y 0.12 1.46 1.51 1.94 4.20 4.66
First Investors Floating Rate Instl 0.26 1.45 1.58 0.33 --- ---
Pioneer Floating Rate Z 0.12 1.43 1.48 1.92 4.06 ---
First Investors Floating Rate Advisor 0.25 1.40 1.43 0.04 --- ---
Pioneer Floating Rate A Load Waived 0.10 1.39 1.44 1.59 3.78 4.34
Pioneer Floating Rate A 0.10 1.39 1.44 1.59 3.78 4.34
JHancock Floating Rate Income C 0.19 1.38 1.43 -0.54 3.03 3.79
JHancock Floating Rate Income B 0.19 1.38 1.43 -0.51 2.96 3.74
Pacific Funds Floating Rate Income Adv 0.16 1.37 1.42 0.52 --- ---
First Investors Floating Rate A 0.23 1.35 1.37 -0.14 --- ---
Pacific Funds Floating Rate Income A LW 0.14 1.33 1.46 0.36 4.69 ---
Pacific Funds Floating Rate Income A 0.14 1.33 1.46 0.36 4.69 ---
PIMCO Senior Floating Rate Instl 0.08 1.31 1.74 2.24 4.20 ---
Oppenheimer Senior Floating Rate C 0.14 1.31 1.34 0.35 3.77 4.82
PIMCO Senior Floating Rate P 0.07 1.29 1.71 2.14 4.09 ---
Pacific Funds Floating Rate Income I 0.06 1.27 1.43 0.52 4.93 ---
PIMCO Senior Floating Rate D 0.05 1.26 1.66 1.93 3.88 ---
PIMCO Senior Floating Rate A LW 0.05 1.26 1.66 1.93 3.88 ---
PIMCO Senior Floating Rate A 0.05 1.26 1.66 1.93 3.88 ---
Oppenheimer Senior Floating Rate I 0.23 1.25 1.78 1.41 --- ---
Oppenheimer Senior Floating Rate B 0.16 1.25 1.28 0.60 3.82 4.77
PIMCO Senior Floating Rate R 0.04 1.22 1.60 1.68 3.63 ---
Pioneer Floating Rate C 0.04 1.21 1.25 0.86 3.07 3.55
Oppenheimer Senior Floating Rate R 0.19 1.16 1.63 0.97 --- ---
PIMCO Senior Floating Rate C 0.00 1.14 1.48 1.18 3.11 ---
Pacific Funds Floating Rate Income C 0.08 1.11 1.27 -0.38 3.90 ---
Highland Floating Rate Opportunities A -0.01 0.32 0.23 0.54 9.46 7.96
Highland Floating Rate Opportunitie A LW -0.01 0.32 0.23 0.54 9.46 7.96
Highland Floating Rate Opportunities Z -0.11 0.27 0.31 0.88 9.85 8.30
Highland Floating Rate Opportunities C -0.18 0.07 0.11 -0.07 8.88 7.40
RidgeWorth Seix Floating Rate Hi Inc IS 0.16 --- --- --- --- ---
Nuveen Symphony Floating Rate Income R6 0.27 --- --- --- --- ---
Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store RSS feed
© Copyright 2015 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Content Partnersblack arrow