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Data through 4/17/2014. 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 0.02 0.84 0.38 3.67 4.62 9.69
Loomis Sayles Sr Floating Rate and F/I Y 0.33 2.05 1.38 5.54 --- ---
Loomis Sayles Sr Floating Rate and F/I A 0.21 1.89 1.22 5.29 --- ---
Loomis Sayles Sr Floating Rate and A LW 0.21 1.89 1.22 5.29 --- ---
Fidelity® Series Floating Rate High IncF 0.55 1.76 1.16 5.16 --- ---
Fidelity® Series Floating Rate High Inc 0.55 1.73 1.14 5.05 --- ---
Loomis Sayles Sr Floating Rate and F/I C 0.15 1.72 1.05 4.46 --- ---
Catalyst/Princeton Floating Rt Inc I 0.20 1.68 1.01 6.29 --- ---
Catalyst/Princeton Floating Rt Inc A LW 0.18 1.53 0.86 5.98 --- ---
Catalyst/Princeton Floating Rt Inc A 0.18 1.53 0.86 5.98 --- ---
Guggenheim Floating Rate Strats Instl 0.17 1.46 0.86 4.96 --- ---
Oppenheimer Senior Floating Rt Pls Y 0.24 1.42 0.85 --- --- ---
Hartford Floating Rate High Inc Y 0.21 1.40 0.93 4.94 --- ---
Hartford Floating Rate High Inc R5 0.21 1.40 0.93 4.94 --- ---
Hartford Floating Rate High Inc I 0.20 1.39 0.92 4.97 --- ---
Guggenheim Floating Rate Strategies A LW 0.15 1.39 0.80 4.71 --- ---
Guggenheim Floating Rate Strategies A 0.15 1.39 0.80 4.71 --- ---
BlackRock Secured Credit Portfolio Instl 0.19 1.35 0.72 4.60 6.49 ---
Hartford Floating Rate High Inc R4 0.18 1.33 0.86 4.62 --- ---
Hartford Floating Rate High Inc A LW 0.18 1.33 0.85 4.71 --- ---
Hartford Floating Rate High Inc A 0.18 1.33 0.85 4.71 --- ---
Oppenheimer Senior Floating Rt Pls I 0.15 1.31 0.75 --- --- ---
Catalyst/Princeton Floating Rt Inc C 0.13 1.29 0.71 5.14 --- ---
BlackRock Secured Credit Portfolio Inv A 0.26 1.27 0.75 4.43 6.22 ---
BlackRock Secured Credit Portfolio A LW 0.26 1.27 0.75 4.43 6.22 ---
Hartford Floating Rate High Inc R3 0.15 1.25 0.78 4.31 --- ---
Oppenheimer Senior Floating Rt Pls A LW 0.12 1.23 0.68 --- --- ---
Oppenheimer Senior Floating Rt Pls A 0.12 1.23 0.68 --- --- ---
JHancock Floating Rate Income NAV 0.16 1.21 0.68 3.99 5.06 9.74
JHancock Floating Rate Income 1 0.15 1.20 0.67 3.94 5.01 9.69
JHancock Floating Rate Income R6 0.15 1.18 0.65 3.88 --- ---
Guggenheim Floating Rate Strategies C 0.08 1.16 0.65 3.92 --- ---
RS Floating Rate Y 0.05 1.15 0.56 4.04 5.14 ---
Hartford Floating Rate High Inc C 0.12 1.14 0.67 3.84 --- ---
Payden Floating Rate Institutional 0.28 1.13 0.73 --- --- ---
Prudential Floating Rate Income A LW 0.04 1.10 0.59 3.48 4.85 ---
Prudential Floating Rate Income A 0.04 1.10 0.59 3.48 4.85 ---
Oppenheimer Senior Floating Rt Pls C 0.05 1.10 0.59 --- --- ---
Nuveen Symphony Floating Rate Income I 0.21 1.09 0.61 6.01 --- ---
Credit Suisse Floating Rate Hi Inc Instl 0.07 1.08 0.58 3.68 5.02 13.86
Prudential Floating Rate Income Z 0.06 1.07 0.65 3.73 5.10 ---
Payden Floating Rate Adviser 0.15 1.07 0.66 --- --- ---
Columbia Floating Rate W 0.10 1.07 0.58 4.34 4.91 10.51
Transamerica Floating Rate I 0.12 1.06 0.60 --- --- ---
JHancock Floating Rate Income I 0.04 1.06 0.54 3.86 4.89 9.62
JHancock Floating Rate Income A LW 0.12 1.06 0.55 3.47 4.54 9.19
JHancock Floating Rate Income A 0.12 1.06 0.55 3.47 4.54 9.19
Columbia Floating Rate I 0.03 1.06 0.56 4.59 5.24 10.93
Columbia Floating Rate A Load Waived 0.10 1.06 0.58 4.31 4.89 10.56
Columbia Floating Rate A 0.10 1.06 0.58 4.31 4.89 10.56
Columbia Floating Rate R5 0.02 1.05 0.54 4.66 5.24 10.89
Nuveen Symphony Floating Rate Income A 0.19 1.04 0.56 5.72 --- ---
Nuveen Symphony Floating Rate Incom A LW 0.19 1.04 0.56 5.72 --- ---
Lord Abbett Floating Rate I 0.23 1.04 0.60 4.01 5.54 8.82
BlackRock Secured Credit Portfolio Inv C 0.09 1.04 0.47 3.56 5.40 ---
T. Rowe Price Instl Floating Rate F 0.18 1.03 0.53 3.68 4.44 ---
Payden Floating Rate Investor 0.18 1.03 0.63 --- --- ---
First Trust Short Duration High Inc I -0.01 1.03 0.64 4.32 --- ---
Columbia Floating Rate Z 0.02 1.03 0.53 4.46 5.11 ---
Columbia Floating Rate R4 0.12 1.03 0.64 4.46 --- ---
Virtus Senior Floating Rate I 0.09 1.02 0.41 3.73 4.87 8.97
SunAmerica Senior Floating Rate C 0.09 1.02 0.36 3.27 3.76 12.30
PL Floating Rate Income I -0.04 1.02 0.54 4.05 --- ---
PL Floating Rate Income Advisor -0.04 1.02 0.54 3.95 --- ---
Lord Abbett Floating Rate F 0.12 1.01 0.47 3.94 5.42 8.69
Transamerica Floating Rate A LW 0.10 1.00 0.55 --- --- ---
Transamerica Floating Rate A 0.10 1.00 0.55 --- --- ---
Credit Suisse Floating Rate Hi Inc A LW 0.19 1.00 0.52 3.56 4.84 13.60
Credit Suisse Floating Rate Hi Inc A 0.19 1.00 0.52 3.56 4.84 13.60
SunAmerica Senior Floating Rate A LW 0.00 0.99 0.43 3.46 4.02 12.64
SunAmerica Senior Floating Rate A 0.00 0.99 0.43 3.46 4.02 12.64
RS Floating Rate A Load Waived 0.04 0.99 0.51 3.72 4.87 ---
RS Floating Rate A 0.04 0.99 0.51 3.72 4.87 ---
Columbia Floating Rate R 0.08 0.99 0.51 4.06 4.63 ---
Lord Abbett Floating Rate A Load Waived 0.11 0.98 0.45 3.82 5.31 8.58
Lord Abbett Floating Rate A 0.11 0.98 0.45 3.82 5.31 8.58
T. Rowe Price Instl Floating Rate 0.10 0.97 0.46 3.72 4.47 8.88
JPMorgan Floating Rate Income R6 0.04 0.97 0.47 --- --- ---
PL Floating Rate Income A Load Waived -0.06 0.96 0.48 3.70 --- ---
PL Floating Rate Income A -0.06 0.96 0.48 3.70 --- ---
Invesco Floating Rate R5 0.17 0.96 0.59 4.19 5.51 11.07
First Trust Short Duration High Inc A LW -0.03 0.96 0.57 4.06 --- ---
First Trust Short Duration High Inc A -0.03 0.96 0.57 4.06 --- ---
Columbia Floating Rate K 0.00 0.96 0.47 4.39 4.91 10.60
Invesco Floating Rate Y 0.04 0.95 0.46 4.04 5.41 11.13
ING Floating Rate P 0.10 0.95 0.53 --- --- ---
RidgeWorth Seix Floating RT High Inc I 0.09 0.94 0.39 3.62 4.83 8.93
JPMorgan Floating Rate Income Select 0.03 0.94 0.35 4.05 --- ---
Oppenheimer Senior Floating Rate Y 0.16 0.93 0.51 4.60 5.26 12.95
Dreyfus Floating Rate Income I -0.14 0.93 0.53 --- --- ---
T. Rowe Price Floating Rate 0.15 0.92 0.44 2.94 --- ---
Hartford Floating Rate Y 0.06 0.91 0.37 3.70 4.99 10.23
DWS Floating Rate Inst 0.02 0.91 0.38 3.42 4.53 10.47
T. Rowe Price Floating Rate Adv 0.14 0.89 0.42 2.84 --- ---
Hartford Floating Rate R5 0.06 0.89 0.35 3.63 4.92 10.11
Hartford Floating Rate I 0.06 0.89 0.35 3.63 4.94 10.15
JHancock Floating Rate Income C 0.06 0.87 0.39 2.80 3.81 8.43
Invesco Floating Rate A Load Waived 0.02 0.87 0.40 3.78 5.15 10.88
Invesco Floating Rate A 0.02 0.87 0.40 3.78 5.15 10.88
Fidelity® Floating Rate High Income -0.02 0.87 0.31 3.04 3.81 6.88
BlackRock Floating Rate Income Instl 0.00 0.87 0.39 3.76 4.86 ---
Pioneer Floating Rate K 0.02 0.86 0.53 --- --- ---
RS Floating Rate C -0.03 0.85 0.31 2.98 4.07 ---
Pioneer Floating Rate Y 0.02 0.85 0.53 3.10 4.58 8.98
Oppenheimer Senior Floating Rate A LW 0.14 0.85 0.45 4.33 4.98 12.63
Oppenheimer Senior Floating Rate A 0.14 0.85 0.45 4.33 4.98 12.63
ING Floating Rate I 0.04 0.85 0.37 3.37 4.98 ---
Dreyfus Floating Rate Income Y -0.22 0.85 0.45 --- --- ---
Dreyfus Floating Rate Income A LW -0.17 0.85 0.45 --- --- ---
Dreyfus Floating Rate Income A -0.17 0.85 0.45 --- --- ---
Virtus Senior Floating Rate A LW -0.03 0.84 0.35 3.36 4.57 8.69
Virtus Senior Floating Rate A -0.03 0.84 0.35 3.36 4.57 8.69
RS Floating Rate K -0.01 0.84 0.36 3.23 4.35 ---
RidgeWorth Seix Floating RT High Inc A 0.06 0.84 0.32 3.43 4.55 8.59
RidgeWorth Seix Floating RT High In A LW 0.06 0.84 0.32 3.43 4.55 8.59
Pioneer Floating Rate Z 0.01 0.84 0.38 2.96 --- ---
DWS Floating Rate A Load Waived 0.00 0.84 0.31 3.09 4.16 10.17
DWS Floating Rate A 0.00 0.84 0.31 3.09 4.16 10.17
Columbia Floating Rate C 0.04 0.84 0.39 3.54 4.11 9.74
First Trust Short Duration High Inc C -0.05 0.82 0.44 3.29 --- ---
Eaton Vance Floating-Rate & Hi Inc Inst 0.04 0.82 0.28 3.57 5.04 11.14
MainStay Floating Rate I 0.06 0.81 0.30 3.00 4.24 8.13
Hartford Floating Rate A Load Waived 0.03 0.81 0.29 3.35 4.64 9.86
Hartford Floating Rate A 0.03 0.81 0.29 3.35 4.64 9.86
Invesco Floating Rate R 0.12 0.80 0.46 3.53 4.89 10.44
Hartford Floating Rate R4 -0.08 0.80 0.17 3.20 4.61 9.84
Nuveen Symphony Floating Rate Income C 0.13 0.79 0.32 4.87 --- ---
Lord Abbett Floating Rate R3 0.08 0.79 0.37 3.42 5.01 8.33
BlackRock Floating Rate Income Inv A LW 0.07 0.79 0.32 3.56 4.56 9.51
BlackRock Floating Rate Income Inv A 0.07 0.79 0.32 3.56 4.56 9.51
JPMorgan Floating Rate Income A LW 0.01 0.78 0.29 3.71 --- ---
JPMorgan Floating Rate Income A 0.01 0.78 0.29 3.71 --- ---
Credit Suisse Floating Rate Hi Inc C 0.12 0.78 0.33 2.77 4.00 12.76
Credit Suisse Floating Rate Hi Inc B 0.12 0.78 0.33 2.79 4.05 12.76
Prudential Floating Rate Income C -0.13 0.77 0.31 2.59 4.05 ---
Pioneer Floating Rate A Load Waived -0.01 0.77 0.31 2.75 4.24 8.65
Pioneer Floating Rate A -0.01 0.77 0.31 2.75 4.24 8.65
Lord Abbett Floating Rate C 0.15 0.77 0.38 3.13 4.61 7.82
DWS Floating Rate S -0.10 0.77 0.35 3.26 4.34 10.35
Lord Abbett Floating Rate R2 0.07 0.76 0.35 3.42 4.90 8.37
Fidelity Advisor® Floating Rate Hi Inc T -0.05 0.76 0.22 2.65 3.42 6.54
Eaton Vance Floating-Rate & Hi Inc A LW 0.03 0.76 0.26 3.35 4.76 10.86
Eaton Vance Floating-Rate & Hi Inc A 0.03 0.76 0.26 3.35 4.76 10.86
MainStay Floating Rate Inv 0.04 0.75 0.25 2.73 3.93 7.78
ING Floating Rate W 0.04 0.75 0.37 3.36 4.97 ---
Fidelity Advisor® Floating Rate Hi Inc I -0.02 0.75 0.30 2.99 3.77 6.85
Invesco Floating Rate R6 0.00 0.74 0.48 4.11 --- ---
Eaton Vance Floating-Rate & Hi Inc Adv 0.12 0.74 0.33 3.32 4.78 10.87
MainStay Floating Rate A Load Waived 0.03 0.73 0.24 2.74 3.98 7.86
MainStay Floating Rate A 0.03 0.73 0.24 2.74 3.98 7.86
JHancock Floating Rate Income B 0.05 0.73 0.37 2.70 3.76 8.40
Eaton Vance Floating-Rate Advantage I 0.00 0.73 0.23 3.78 5.54 13.42
Columbia Floating Rate B -0.07 0.73 0.28 3.43 4.07 9.71
Invesco Floating Rate C 0.09 0.72 0.40 3.39 4.67 10.18
Hartford Floating Rate R3 0.00 0.72 0.21 3.05 4.37 9.59
Virtus Senior Floating Rate C -0.01 0.71 0.16 2.68 3.82 7.91
Goldman Sachs High Yield Fl Rate Instl 0.04 0.71 0.32 3.07 4.16 ---
Dunham Floating Rate Bond N -0.08 0.71 0.31 --- --- ---
Oppenheimer Senior Floating Rate I 0.12 0.70 0.58 4.70 --- ---
Oppenheimer Senior Floating Rate B 0.09 0.70 0.45 3.86 4.38 11.95
PL Floating Rate Income C -0.12 0.69 0.30 2.98 --- ---
PIMCO Senior Floating Rate Instl -0.02 0.68 0.49 2.87 --- ---
JPMorgan Floating Rate Income C -0.03 0.68 0.28 3.30 --- ---
ING Floating Rate A Load Waived 0.02 0.68 0.31 3.11 4.71 ---
ING Floating Rate A 0.02 0.68 0.31 3.11 4.71 ---
Goldman Sachs High Yield Fl Rate IR 0.04 0.68 0.30 2.98 4.10 ---
Fidelity Advisor® Floating Rate Hi Inc A -0.04 0.68 0.24 2.64 3.51 6.57
Fidelity Advisor® Floating Rate Hi A LW -0.04 0.68 0.24 2.64 3.51 6.57
RidgeWorth Seix Floating RT High Inc C -0.11 0.67 0.17 2.68 3.84 7.89
Transamerica Floating Rate C -0.07 0.66 0.25 --- --- ---
PIMCO Senior Floating Rate P -0.02 0.66 0.46 2.77 --- ---
Dunham Floating Rate Bond A Load Waived -0.01 0.66 0.26 --- --- ---
Dunham Floating Rate Bond A -0.01 0.66 0.26 --- --- ---
Eaton Vance Floating-Rate Advantage Adv -0.03 0.65 0.16 3.52 5.31 13.15
Eaton Vance Floating-Rate Advantage A LW -0.03 0.65 0.16 3.43 5.27 13.17
Eaton Vance Floating-Rate Advantage A -0.03 0.65 0.16 3.43 5.27 13.17
DWS Floating Rate C -0.07 0.65 0.13 2.44 3.42 9.39
Dreyfus Floating Rate Income C -0.23 0.65 0.25 --- --- ---
Franklin Floating Rate Daily Access Adv -0.01 0.64 0.25 3.46 4.21 7.78
Oppenheimer Senior Floating Rate C 0.07 0.63 0.27 3.67 4.43 12.08
Neuberger Berman Floating Rate Inc Inst -0.05 0.63 0.14 2.81 4.74 ---
Eaton Vance Floating-Rate & Hi Inc B 0.05 0.63 0.14 2.62 4.00 10.06
Fidelity Advisor® Floating Rate Hi Inc B -0.09 0.62 0.11 2.21 2.98 6.04
PIMCO Senior Floating Rate D -0.04 0.61 0.41 2.56 --- ---
PIMCO Senior Floating Rate A LW -0.04 0.61 0.41 2.56 --- ---
PIMCO Senior Floating Rate A -0.04 0.61 0.41 2.56 --- ---
ING Floating Rate R 0.00 0.61 0.25 2.85 4.42 ---
Goldman Sachs High Yield Fl Rate A LW 0.01 0.61 0.24 2.72 3.82 ---
Goldman Sachs High Yield Fl Rate A 0.01 0.61 0.24 2.72 3.82 ---
Putnam Floating Rate Income Y 0.09 0.60 0.27 3.68 5.07 9.43
Putnam Floating Rate Income B 0.05 0.60 0.15 3.22 4.61 8.86
Hartford Floating Rate C -0.04 0.59 0.10 2.58 3.86 9.06
Hartford Floating Rate B -0.04 0.57 0.09 2.54 3.83 8.99
Oppenheimer Senior Floating Rate N 0.08 0.56 0.56 4.18 --- ---
Franklin Floating Rate Daily Access A LW -0.03 0.56 0.30 3.20 3.95 7.52
Franklin Floating Rate Daily Access A -0.03 0.56 0.30 3.20 3.95 7.52
Fidelity Advisor® Floating Rate Hi Inc C -0.11 0.56 0.05 1.98 2.74 5.80
BlackRock Floating Rate Income Inv C -0.01 0.56 0.13 2.77 3.77 ---
Pioneer Floating Rate C -0.07 0.55 0.27 1.99 3.46 7.82
PIMCO Senior Floating Rate R -0.06 0.55 0.35 2.31 --- ---
Eaton Vance Floating-Rate Advantage B -0.06 0.55 0.08 3.08 4.91 12.76
Putnam Floating Rate Income A LW -0.04 0.54 0.20 3.42 4.82 9.14
Putnam Floating Rate Income A -0.04 0.54 0.20 3.42 4.82 9.14
Goldman Sachs High Yield Fl Rate R -0.01 0.53 0.17 2.45 3.59 ---
Putnam Floating Rate Income M 0.06 0.52 0.19 3.37 4.76 9.06
Neuberger Berman Floating Rate Inc A LW -0.09 0.52 0.05 2.42 4.35 ---
Neuberger Berman Floating Rate Inc A -0.09 0.52 0.05 2.42 4.35 ---
DoubleLine Floating Rate N -0.06 0.52 0.12 2.72 --- ---
Eaton Vance Floating-Rate & Hi Inc C 0.05 0.51 0.14 2.54 4.01 10.05
Eaton Vance Floating-Rate Advantage C -0.08 0.50 0.04 3.00 4.77 12.61
DoubleLine Floating Rate I -0.14 0.48 0.09 2.66 --- ---
BlackRock Floating Rate Income Inv C1 -0.02 0.47 0.18 3.04 4.04 ---
ING Floating Rate C -0.14 0.46 0.12 2.34 3.93 ---
Eaton Vance Floating Rate Adv -0.01 0.45 0.06 2.73 4.13 9.88
Franklin Floating Rate Daily Access C -0.07 0.44 0.09 2.79 3.54 7.09
PIMCO Senior Floating Rate C -0.10 0.43 0.23 1.81 --- ---
Eaton Vance Floating Rate I -0.09 0.42 0.01 2.88 4.39 10.15
MainStay Floating Rate C -0.04 0.41 0.06 1.95 3.15 6.98
MainStay Floating Rate B -0.14 0.41 -0.04 1.85 3.11 6.96
First Investors Floating Rate Instl -0.04 0.41 0.21 --- --- ---
First Investors Floating Rate A 0.02 0.39 0.19 --- --- ---
Goldman Sachs High Yield Fl Rate C -0.06 0.38 -0.05 1.95 3.04 ---
Dunham Floating Rate Bond C -0.17 0.37 0.07 --- --- ---
Putnam Floating Rate Income R -0.06 0.36 0.03 3.05 4.52 8.84
First Investors Floating Rate Advisor -0.06 0.36 0.06 --- --- ---
Eaton Vance Floating Rate A Load Waived -0.10 0.36 -0.02 2.65 4.13 9.87
Eaton Vance Floating Rate A -0.10 0.36 -0.02 2.65 4.13 9.87
Putnam Floating Rate Income C -0.11 0.35 0.01 2.54 4.05 8.34
Neuberger Berman Floating Rate Inc C -0.15 0.29 -0.13 1.65 3.56 ---
Eaton Vance Floating Rate C -0.08 0.23 -0.13 1.96 3.36 9.05
Eaton Vance Floating Rate B -0.19 0.12 -0.24 1.85 3.32 9.06
Highland Floating Rate Opportunities A -0.99 -0.64 -1.32 11.43 9.46 13.17
Highland Floating Rate Opportunitie A LW -0.99 -0.64 -1.32 11.43 9.46 13.17
Highland Floating Rate Opportunities Z -0.96 -0.66 -1.24 11.69 9.85 13.54
Highland Floating Rate Opportunities C -1.16 -0.92 -1.57 10.74 8.87 12.58
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