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Data through 4/20/2018. 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 0.43 1.51 0.95 3.86 3.34 3.17
Catalyst Floating Rate Income I 0.21 2.26 0.99 7.56 3.59 3.78
Catalyst Floating Rate Income A 0.19 2.20 0.93 7.19 3.29 3.50
Eaton Vance Floating-Rate Advantage I 0.50 2.17 1.54 5.45 4.96 4.41
Eaton Vance Floating-Rate Advantage Adv 0.39 2.10 1.38 5.09 4.70 4.14
Eaton Vance Floating-Rate Advantage A 0.48 2.09 1.48 5.18 4.70 4.15
Eaton Vance Floating Rate R6 0.48 2.05 1.48 4.66 --- ---
Columbia Floating Rate Inst3 0.36 2.04 1.16 5.10 --- ---
Columbia Floating Rate Inst2 0.35 2.02 1.15 5.04 4.29 4.10
Columbia Floating Rate Inst 0.35 2.01 1.14 5.02 4.25 4.04
Columbia Floating Rate Adv 0.35 2.01 1.14 5.02 4.25 4.04
Prudential Floating Rate Income Q 0.42 1.98 1.28 5.15 --- ---
Eaton Vance Floating-Rate Advantage B 0.36 1.98 1.39 4.81 4.34 3.78
Prudential Floating Rate Income Z 0.41 1.97 1.27 5.10 4.22 3.89
Eaton Vance Floating Rate Adv 0.45 1.95 1.41 4.35 4.06 3.46
Eaton Vance Floating-Rate Advantage C 0.44 1.94 1.35 4.66 4.18 3.64
Eaton Vance Floating Rate A 0.45 1.93 1.39 4.44 4.06 3.44
Columbia Floating Rate A 0.22 1.93 1.07 4.75 3.99 3.76
Eaton Vance Floating Rate I 0.47 1.92 1.36 4.61 4.28 3.69
Columbia Floating Rate T 0.32 1.92 1.18 4.81 4.01 3.79
Catalyst Floating Rate Income C 0.24 1.91 0.75 6.41 2.53 2.72
Ziegler Floating Rate Institutional 0.51 1.89 1.31 5.27 --- ---
Victory Floating Rate Y 0.72 1.88 1.28 4.58 3.93 3.42
American Beacon Sound Point FlRtIn Y 0.52 1.87 1.30 5.06 --- ---
Columbia Floating Rate R 0.31 1.86 1.01 4.49 3.73 3.53
Nuveen Symphony Floating Rate Income R6 0.55 1.85 1.28 3.77 3.57 ---
Nuveen Symphony Floating Rate Income I 0.56 1.85 1.29 3.67 3.48 3.90
Oppenheimer Senior Floating Rt Pls I 0.29 1.84 1.12 4.29 4.44 ---
Oppenheimer Senior Floating Rt Pls A 0.36 1.84 1.03 4.04 3.96 ---
Invesco Floating Rate R6 0.56 1.83 1.18 4.51 3.93 3.76
Barings Global Floating Rate I 0.65 1.83 1.40 4.69 4.68 ---
American Beacon Sound Point FlRtIn Inv 0.41 1.83 1.27 4.89 --- ---
Victory Floating Rate A 0.70 1.82 1.12 4.36 3.70 3.17
Barings Global Floating Rate Y 0.64 1.82 1.39 4.69 4.67 ---
Oppenheimer Senior Floating Rt Pls Y 0.28 1.81 1.10 4.30 4.22 ---
Ziegler Floating Rate A 0.46 1.80 1.21 4.99 --- ---
Oppenheimer Senior Floating Rate A 0.45 1.80 1.06 4.12 4.51 3.93
Invesco Floating Rate Y 0.55 1.80 1.15 4.43 3.88 3.69
Invesco Floating Rate R5 0.55 1.80 1.15 4.54 3.87 3.72
Hartford Floating Rate High Inc R4 0.66 1.80 1.18 4.74 4.27 3.66
Hartford Floating Rate High Inc A 0.66 1.80 1.18 4.74 4.25 3.64
Prudential Floating Rate Income A 0.39 1.79 1.21 4.73 3.97 3.62
Hartford Floating Rate High Inc Y 0.59 1.79 1.25 5.06 4.56 3.95
Hartford Floating Rate High Inc R5 0.59 1.79 1.15 5.06 4.89 4.15
Hartford Floating Rate High Inc F 0.59 1.79 1.15 4.95 --- ---
Oppenheimer Senior Floating Rate I 0.36 1.78 1.15 4.47 4.85 4.26
Fidelity® Series Floating Rate Hi Inc 0.43 1.78 1.11 5.24 3.67 3.65
Eaton Vance Floating-Rate & Hi Inc Inst 0.60 1.78 1.19 4.53 4.38 3.93
American Beacon Sound Point FlRtIn Instl 0.42 1.78 1.21 5.07 5.35 5.82
Virtus Seix Floating Rate High Inc I 0.44 1.77 1.05 4.15 4.03 3.73
Lord Abbett Floating Rate F3 0.47 1.77 1.06 4.79 --- ---
Hartford Floating Rate High Inc I 0.58 1.77 1.14 5.00 4.47 3.90
Lord Abbett Floating Rate R6 0.46 1.76 1.05 4.70 --- ---
Oppenheimer Senior Floating Rate Y 0.35 1.75 1.12 4.39 4.77 4.19
Lord Abbett Floating Rate R5 0.45 1.75 1.04 4.63 --- ---
Lord Abbett Floating Rate I 0.45 1.75 1.03 4.62 4.44 4.02
Hartford Floating Rate Y 0.62 1.75 1.16 4.67 4.23 3.68
Barings Global Floating Rate A 0.62 1.75 1.33 4.42 4.36 ---
Hartford Floating Rate I 0.50 1.74 1.15 4.64 4.18 3.62
JPMorgan Floating Rate Income R6 0.50 1.73 0.98 3.76 2.85 ---
Hartford Floating Rate R5 0.61 1.73 1.15 4.65 4.19 3.63
Voya Floating Rate P 0.41 1.72 1.18 4.25 3.93 ---
Oppenheimer Senior Floating Rate R 0.43 1.72 1.12 3.99 4.25 3.69
Nuveen Symphony Floating Rate Income A 0.53 1.72 1.17 3.37 3.21 3.63
Lord Abbett Floating Rate F 0.44 1.72 1.01 4.52 4.33 3.96
Loomis Sayles Sr Floating Rate and F/I N 0.33 1.72 1.00 5.18 --- ---
Invesco Floating Rate A 0.53 1.72 1.09 4.17 3.63 3.44
Eaton Vance Floating Rate C 0.38 1.72 1.22 3.68 3.28 2.68
Loomis Sayles Sr Floating Rate and F/I Y 0.33 1.71 0.99 5.13 4.67 4.53
Lord Abbett Floating Rate T 0.44 1.70 1.00 --- --- ---
JPMorgan Floating Rate Income I 0.50 1.70 0.95 3.66 2.75 2.84
Hartford Floating Rate High Inc R3 0.63 1.70 1.10 4.43 3.97 3.35
Delaware Floating Rate Instl 0.58 1.70 1.22 4.37 2.53 2.01
Columbia Floating Rate C 0.26 1.70 1.00 3.97 3.22 3.01
Virtus Seix Floating Rate High Inc R6 0.33 1.69 1.07 4.26 4.14 ---
Pacific Funds Floating Rate Income I 0.50 1.69 1.29 4.25 4.48 3.76
Lord Abbett Floating Rate A 0.44 1.69 0.99 4.42 4.23 3.85
American Beacon Sound Point FlRtIn A 0.40 1.69 1.13 4.69 --- ---
Pacific Funds Floating Rate Income Adv 0.49 1.68 1.28 4.19 4.46 3.72
American Beacon Sound Point FlRtIn SP 0.38 1.68 1.12 4.59 5.05 ---
Virtus Seix Floating Rate High Inc A 0.41 1.67 0.97 3.83 3.71 3.42
Putnam Floating Rate Income Y 0.28 1.67 0.98 4.32 3.43 3.34
Lord Abbett Floating Rate R4 0.43 1.67 0.98 4.37 --- ---
Eaton Vance Floating-Rate & Hi Inc R6 0.49 1.67 1.09 4.46 --- ---
Eaton Vance Floating-Rate & Hi Inc A 0.46 1.67 1.12 4.26 4.13 3.68
Hartford Floating Rate A 0.59 1.66 1.09 4.37 3.90 3.34
Franklin Floating Rate Daily Access R6 0.48 1.66 0.81 3.33 3.73 ---
BlackRock Floating Rate Income K 0.41 1.66 1.01 4.11 --- ---
Victory Floating Rate R 0.66 1.65 0.99 3.79 3.12 2.64
Loomis Sayles Sr Floating Rate and F/I A 0.41 1.65 1.04 4.98 4.42 4.27
Invesco Floating Rate R 0.51 1.65 1.03 3.91 3.37 3.16
Virtus Newfleet Senior Floating Rate R6 0.43 1.64 0.95 3.90 --- ---
Principal Dynamic Fltng Rt Hi Inc Instl 0.52 1.64 0.99 4.45 3.50 ---
JPMorgan Floating Rate Income A 0.47 1.64 0.89 3.39 2.52 2.59
Hartford Floating Rate F 0.51 1.64 1.06 4.71 --- ---
Franklin Floating Rate Daily Access Adv 0.47 1.64 0.79 3.13 3.61 3.41
Delaware Floating Rate A 0.55 1.63 1.15 3.98 2.23 1.75
Voya Floating Rate I 0.35 1.62 1.01 3.57 3.28 3.33
Virtus Newfleet Senior Floating Rate I 0.42 1.62 1.04 3.84 3.45 3.33
Eaton Vance Floating Rate B 0.38 1.61 1.11 3.56 3.25 2.66
Lord Abbett Floating Rate R3 0.41 1.60 0.91 4.11 3.93 3.53
Ziegler Floating Rate C 0.43 1.59 1.04 4.23 --- ---
Putnam Floating Rate Income A 0.26 1.59 0.91 3.94 3.18 3.08
Putnam Floating Rate Income M 0.25 1.58 0.90 4.01 3.12 3.02
Fidelity Advisor® Floating Rate Hi Inc I 0.45 1.58 0.97 4.24 3.69 3.22
Eaton Vance Floating-Rate & Hi Inc Adv 0.47 1.58 1.02 4.27 4.12 3.65
Victory Floating Rate C 0.63 1.57 1.03 3.53 2.87 2.37
Lord Abbett Floating Rate R2 0.40 1.57 0.89 4.00 3.83 3.44
Invesco Floating Rate C 0.49 1.57 0.96 3.77 3.15 2.95
Hartford Floating Rate R3 0.45 1.57 1.02 4.09 3.63 3.06
Oppenheimer Senior Floating Rate C 0.39 1.56 1.00 3.34 3.73 3.18
Hartford Floating Rate High Inc C 0.59 1.56 0.99 3.96 3.47 2.87
Franklin Floating Rate Daily Access A 0.45 1.56 0.84 2.99 3.40 3.17
Prudential Floating Rate Income C 0.22 1.55 1.02 3.94 3.17 2.83
Delaware Floating Rate R 0.65 1.55 1.09 3.84 2.02 1.50
BlackRock Floating Rate Income Instl 0.40 1.55 1.01 4.09 3.75 3.72
Voya Floating Rate A 0.33 1.54 1.05 3.40 2.98 3.05
Transamerica Floating Rate I 0.37 1.54 1.00 3.91 3.96 ---
Nuveen Symphony Floating Rate Income C 0.46 1.54 1.03 2.58 2.45 2.85
MainStay Floating Rate I 0.50 1.54 0.98 4.27 3.69 3.33
Hartford Floating Rate R4 0.48 1.54 0.97 4.35 3.84 3.30
DoubleLine Floating Rate I 0.44 1.54 1.03 4.39 3.01 3.17
Shenkman Floating Rate High Income Instl 0.43 1.53 0.91 4.05 3.32 ---
Putnam Floating Rate Income B 0.36 1.53 0.86 3.85 2.97 2.89
Principal Dynamic Fltng Rt Hi Inc A 0.52 1.53 0.88 4.11 3.15 ---
JHancock Floating Rate Income NAV 0.52 1.53 0.81 3.98 3.03 2.87
AIG Senior Floating Rate A 0.44 1.53 0.96 3.89 3.74 3.32
Voya Floating Rate W 0.35 1.52 1.01 3.56 3.24 3.30
Pacific Funds Floating Rate Income A 0.47 1.52 1.12 3.95 4.18 3.45
JHancock Floating Rate Income R6 0.52 1.52 0.81 3.97 3.02 2.83
Barings Global Floating Rate C 0.56 1.52 1.15 3.65 3.62 ---
T. Rowe Price Instl Floating Rate 0.52 1.51 1.04 4.17 3.90 3.82
Shenkman Floating Rate High Income F 0.43 1.51 0.89 3.87 --- ---
Putnam Floating Rate Income R 0.23 1.51 0.85 3.80 2.92 2.84
Oppenheimer Senior Floating Rate B 0.29 1.51 0.93 3.60 3.99 3.39
JHancock Floating Rate Income 1 0.52 1.51 0.80 3.93 2.97 2.81
Fidelity Advisor® Floating Rate Hi Inc A 0.43 1.51 0.91 4.01 3.46 2.98
First Investors Floating Rate Instl 0.51 1.50 0.90 3.81 3.32 ---
Fidelity® Floating Rate High Income 0.35 1.50 0.88 4.20 3.71 3.25
Virtus Seix Floating Rate High Inc C 0.36 1.49 0.82 3.22 3.06 2.81
Transamerica Floating Rate T1 0.36 1.49 0.95 3.72 --- ---
Oppenheimer Senior Floating Rt Pls C 0.19 1.49 0.83 3.10 3.09 ---
Lord Abbett Floating Rate C 0.38 1.49 0.72 3.74 3.58 3.16
JHancock Floating Rate Income I 0.63 1.49 0.78 3.87 2.91 2.75
Pioneer Floating Rate Y 0.48 1.48 0.98 3.72 3.54 3.31
Voya Floating Rate R 0.31 1.47 0.99 3.14 2.72 2.79
American Beacon Sound Point FlRtIn C 0.34 1.47 0.95 3.88 --- ---
AIG Senior Floating Rate W 0.46 1.47 1.01 4.19 --- ---
Transamerica Floating Rate A 0.45 1.46 1.03 3.75 3.86 ---
MainStay Floating Rate R3 0.45 1.46 0.94 3.74 --- ---
MainStay Floating Rate Inv 0.48 1.46 1.03 3.98 3.45 3.07
MainStay Floating Rate A 0.48 1.46 1.03 4.01 3.47 3.07
BlackRock Floating Rate Income Inv A 0.37 1.45 0.92 3.76 3.46 3.40
Franklin Floating Rate Daily Access C 0.42 1.44 0.74 2.60 2.95 2.76
Virtus Newfleet Senior Floating Rate A 0.39 1.43 0.87 3.47 3.15 3.05
Hartford Floating Rate C 0.53 1.43 0.90 3.60 3.13 2.58
Deutsche Floating Rate R6 0.54 1.43 0.94 2.48 0.81 ---
Deutsche Floating Rate Institutional 0.42 1.43 0.94 2.48 0.75 1.53
JPMorgan Floating Rate Income C 0.33 1.42 0.66 2.78 1.99 2.06
JHancock Floating Rate Income A 0.49 1.42 0.72 3.60 2.61 2.42
Fidelity Advisor® Floating Rate Hi Inc M 0.43 1.41 0.80 3.89 3.36 2.89
BlackRock Floating Rate Income Inv C1 0.33 1.41 0.81 3.28 2.99 2.92
Neuberger Berman Floating Rate Inc Inst 0.50 1.40 0.96 3.93 3.19 3.09
Deutsche Floating Rate S 0.41 1.40 0.79 2.37 0.68 1.43
Delaware Floating Rate C 0.49 1.40 0.97 3.33 1.51 1.00
Penn Capital Defensive Fltng Rt Inc Inst 0.52 1.39 1.00 4.13 --- ---
First Investors Floating Rate A 0.47 1.38 0.80 3.42 2.87 ---
T. Rowe Price Instl Floating Rate F 0.51 1.37 1.01 3.94 3.74 3.68
Loomis Sayles Sr Floating Rate and F/I C 0.25 1.37 0.76 4.21 3.62 3.49
Goldman Sachs High Yield Fl Rate Inv 0.38 1.37 0.70 3.75 3.16 3.07
DoubleLine Floating Rate N 0.32 1.37 0.97 4.02 2.72 2.95
Deutsche Floating Rate A 0.40 1.37 0.88 2.22 0.54 1.28
Putnam Floating Rate Income C 0.30 1.36 0.72 3.28 2.40 2.32
Pacific Funds Floating Rate Income C 0.42 1.36 0.96 3.24 3.43 2.71
Eaton Vance Floating-Rate & Hi Inc C 0.40 1.35 0.83 3.37 3.34 2.87
Eaton Vance Floating-Rate & Hi Inc B 0.40 1.35 0.83 3.49 3.35 2.89
Dreyfus Floating Rate Income Y 0.36 1.35 0.76 3.71 3.11 ---
Dreyfus Floating Rate Income I 0.36 1.35 0.85 3.79 3.10 ---
Metropolitan West Floating Rate Inc I 0.47 1.34 0.92 3.99 3.41 ---
MainStay Floating Rate B 0.41 1.34 0.84 3.19 2.68 2.30
First Investors Floating Rate Advisor 0.39 1.34 0.75 3.56 3.06 ---
T. Rowe Price Floating Rate I 0.50 1.33 0.88 3.78 --- ---
Guggenheim Floating Rate Strats Instl 0.43 1.33 0.91 3.89 3.75 4.00
BlackRock Floating Rate Income Inv C 0.31 1.33 0.75 3.02 2.72 2.65
Credit Suisse Floating Rate Hi Inc Instl 0.40 1.32 0.80 4.18 4.36 4.03
AIG Senior Floating Rate C 0.41 1.32 0.88 3.58 3.39 2.98
Voya Floating Rate C 0.26 1.31 0.76 2.52 2.21 2.28
Virtus Newfleet Senior Floating Rate C 0.33 1.31 0.79 2.80 2.42 2.30
Calvert Floating-Rate Advantage R6 0.39 1.30 0.71 --- --- ---
Calvert Floating-Rate Advantage A 0.38 1.30 0.83 --- --- ---
PIMCO Senior Floating Rate Instl 0.49 1.29 0.76 3.94 3.33 3.15
Goldman Sachs High Yield Fl Rate Instl 0.29 1.29 0.72 3.74 3.25 3.16
Dunham Floating Rate Bond N 0.39 1.29 0.77 3.15 2.98 ---
Neuberger Berman Floating Rate Inc A 0.46 1.28 0.86 3.55 2.84 2.71
First Trust Short Duration High Inc I 0.62 1.28 0.62 3.84 3.48 3.73
Metropolitan West Floating Rate Inc M 0.36 1.27 0.76 3.77 3.20 ---
PIMCO Senior Floating Rate P 0.49 1.26 0.74 3.84 3.23 3.05
Payden Floating Rate SI 0.42 1.26 0.75 3.24 3.41 ---
Guggenheim Floating Rate Strats A 0.41 1.26 0.85 3.69 3.51 3.75
First Trust Short Duration High Inc A 0.59 1.26 0.60 3.58 3.22 3.47
Guggenheim Floating Rate Strats P 0.41 1.25 0.85 3.65 --- ---
Credit Suisse Floating Rate Hi Inc A 0.38 1.25 0.88 3.92 4.16 3.80
Pioneer Floating Rate A 0.30 1.24 0.91 3.39 3.23 2.96
Transamerica Floating Rate C 0.29 1.23 0.74 2.88 3.08 ---
Payden Floating Rate Investor 0.41 1.23 0.83 3.25 3.34 ---
MainStay Floating Rate C 0.31 1.23 0.73 3.19 2.65 2.30
Goldman Sachs High Yield Fl Rate R 0.34 1.21 0.57 3.13 2.65 2.56
PIMCO Senior Floating Rate A 0.47 1.20 0.69 3.63 3.02 2.84
Calvert Floating-Rate Advantage I 0.39 1.20 0.71 --- --- ---
T. Rowe Price Floating Rate 0.39 1.19 0.85 3.66 3.52 3.37
JHancock Floating Rate Income C 0.55 1.19 0.53 2.84 1.89 1.72
JHancock Floating Rate Income B 0.55 1.19 0.65 2.84 1.88 1.71
Dreyfus Floating Rate Income A 0.33 1.19 0.69 3.48 2.79 ---
Goldman Sachs High Yield Fl Rate A 0.26 1.18 0.63 3.38 2.90 2.81
Fidelity Advisor® Floating Rate Hi Inc C 0.26 1.18 0.62 3.12 2.65 2.19
Federated Floating Rate Strat Inc Instl 0.33 1.18 0.66 3.50 3.73 3.50
Federated Floating Rate Strat Inc R6 0.34 1.17 0.65 3.50 --- ---
Federated Floating Rate Strat Inc A 0.40 1.17 0.68 3.25 3.40 3.16
Pioneer Floating Rate C 0.39 1.15 0.71 2.62 2.48 2.20
Neuberger Berman Floating Rate Inc C 0.40 1.15 0.67 2.77 2.04 1.95
T. Rowe Price Floating Rate Adv 0.37 1.13 0.80 3.45 3.40 3.24
Dunham Floating Rate Bond A 0.37 1.12 0.71 2.91 2.73 ---
Goldman Sachs High Yield Fl Rate R6 0.29 1.11 0.80 --- --- ---
Goldman Sachs High Yield Fl Rate C 0.29 1.06 0.55 2.72 2.13 2.06
Deutsche Floating Rate C 0.34 1.05 0.69 1.47 -0.24 0.51
Guggenheim Floating Rate Strats C 0.34 1.03 0.66 2.92 2.73 2.98
Credit Suisse Floating Rate Hi Inc C 0.31 1.02 0.69 3.14 3.33 3.02
Dunham Floating Rate Bond C 0.33 1.00 0.58 2.31 2.21 ---
Dreyfus Floating Rate Income C 0.26 1.00 0.58 2.74 2.04 ---
First Trust Short Duration High Inc C 0.51 0.98 0.36 2.81 2.46 2.70
Federated Floating Rate Strat Inc C 0.35 0.98 0.52 2.58 2.75 ---
PIMCO Senior Floating Rate C 0.40 0.97 0.50 2.85 2.25 2.08
Power Floating Rate Index I 0.33 0.94 0.43 --- --- ---
Power Floating Rate Index A 0.22 0.62 0.12 --- --- ---
Leader Floating Rate Institutional 0.12 0.59 0.45 2.79 --- ---
Leader Floating Rate Investor 0.09 0.55 0.45 2.49 --- ---
Power Floating Rate Index C 0.10 0.40 -0.10 --- --- ---
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