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Data through 9/18/2014. 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 0.11 1.80 -0.01 3.51 6.16 6.19
Loomis Sayles Sr Floating Rate and F/I Y 0.20 3.76 0.39 5.86 --- ---
Loomis Sayles Sr Floating Rate and F/I A 0.27 3.59 0.41 5.69 --- ---
Loomis Sayles Sr Floating Rate and A LW 0.27 3.59 0.41 5.69 --- ---
BlackRock Secured Credit Portfolio Instl 0.40 3.40 0.70 5.68 6.67 ---
Fidelity® Series Floating Rate High IncF 0.27 3.22 0.30 5.11 --- ---
Fidelity® Series Floating Rate High Inc 0.25 3.14 0.28 5.00 --- ---
BlackRock Secured Credit Portfolio Inv A 0.28 3.12 0.54 5.31 6.40 ---
BlackRock Secured Credit Portfolio A LW 0.28 3.12 0.54 5.31 6.40 ---
Catalyst/Princeton Floating Rt Inc I -0.20 3.04 -0.21 5.71 --- ---
Guggenheim Floating Rate Strats Instl 0.32 3.01 0.55 5.02 --- ---
Loomis Sayles Sr Floating Rate and F/I C 0.11 3.00 0.13 4.84 --- ---
Hartford Floating Rate High Inc Y 0.13 2.99 0.04 5.32 --- ---
Hartford Floating Rate High Inc R5 0.13 2.99 0.04 5.32 --- ---
Hartford Floating Rate High Inc I 0.13 2.95 0.02 5.25 --- ---
Catalyst/Princeton Floating Rt Inc A LW -0.12 2.89 -0.27 5.48 --- ---
Catalyst/Princeton Floating Rt Inc A -0.12 2.89 -0.27 5.48 --- ---
Oppenheimer Senior Floating Rt Pls Y 0.09 2.84 0.19 5.13 --- ---
Guggenheim Floating Rate Strategies A LW 0.30 2.83 0.49 4.76 --- ---
Guggenheim Floating Rate Strategies A 0.30 2.83 0.49 4.76 --- ---
Hartford Floating Rate High Inc R4 0.11 2.78 -0.04 5.00 --- ---
Hartford Floating Rate High Inc A LW 0.11 2.78 -0.04 4.99 --- ---
Hartford Floating Rate High Inc A 0.11 2.78 -0.04 4.99 --- ---
Oppenheimer Senior Floating Rt Pls I 0.10 2.77 0.12 5.03 --- ---
BlackRock Secured Credit Portfolio Inv C 0.32 2.67 0.44 4.63 5.61 ---
Metropolitan West Floating Rate Inc I 0.16 2.60 0.40 4.90 --- ---
Hartford Floating Rate High Inc R3 0.08 2.58 -0.12 4.69 --- ---
Metropolitan West Floating Rate Inc M 0.24 2.56 0.45 4.79 --- ---
Columbia Floating Rate I 0.23 2.55 0.22 4.21 7.31 7.26
Oppenheimer Senior Floating Rt Pls A LW 0.07 2.53 0.03 4.71 --- ---
Oppenheimer Senior Floating Rt Pls A 0.07 2.53 0.03 4.71 --- ---
Columbia Floating Rate Z 0.22 2.47 0.19 4.08 7.14 ---
Columbia Floating Rate R5 0.23 2.40 0.21 4.04 7.25 7.21
Columbia Floating Rate W 0.30 2.37 0.22 3.92 6.92 6.88
Columbia Floating Rate R4 0.22 2.36 0.19 4.08 --- ---
Columbia Floating Rate K 0.20 2.32 0.15 3.89 7.03 6.95
Catalyst/Princeton Floating Rt Inc C -0.18 2.31 -0.45 4.70 --- ---
Columbia Floating Rate A Load Waived 0.20 2.29 0.13 3.82 6.91 6.88
Columbia Floating Rate A 0.20 2.29 0.13 3.82 6.91 6.88
Guggenheim Floating Rate Strategies C 0.23 2.28 0.30 3.97 --- ---
Hartford Floating Rate High Inc C 0.04 2.27 -0.23 4.21 --- ---
Voya Floating Rate P 0.37 2.26 0.52 3.82 --- ---
First Trust Short Duration High Inc I -0.04 2.23 -0.06 4.36 --- ---
Nuveen Symphony Floating Rate Income I 0.02 2.20 0.01 4.67 8.75 ---
PL Floating Rate Income I 0.17 2.18 0.23 3.95 7.67 ---
Payden Floating Rate Institutional 0.37 2.18 0.13 --- --- ---
Invesco Floating Rate R5 0.13 2.18 0.27 3.96 7.34 7.06
PL Floating Rate Income Advisor 0.17 2.17 0.23 3.94 --- ---
Lord Abbett Floating Rate I 0.19 2.16 0.10 3.78 7.14 6.32
Invesco Floating Rate Y 0.13 2.16 0.27 3.92 7.25 6.98
Credit Suisse Floating Rate Hi Inc Instl 0.19 2.16 0.22 3.67 6.24 8.62
T. Rowe Price Instl Floating Rate F 0.25 2.15 0.25 3.64 6.20 ---
Prudential Floating Rate Income Z 0.11 2.15 0.10 3.90 6.63 ---
T. Rowe Price Instl Floating Rate 0.16 2.14 0.18 3.67 6.25 6.06
JHancock Floating Rate Income NAV 0.07 2.13 0.06 3.96 6.66 6.51
RidgeWorth Seix Floating RT High Inc I 0.13 2.12 0.07 3.79 6.36 6.28
Invesco Floating Rate R6 0.28 2.12 0.40 4.00 --- ---
Invesco Floating Rate A Load Waived 0.24 2.11 0.33 3.81 7.02 6.73
Invesco Floating Rate A 0.24 2.11 0.33 3.81 7.02 6.73
Columbia Floating Rate R 0.18 2.11 0.07 3.57 6.65 ---
Lord Abbett Floating Rate F 0.19 2.10 0.08 3.70 7.07 6.19
Hartford Floating Rate I 0.25 2.10 0.12 3.67 6.73 6.81
JHancock Floating Rate Income 1 0.07 2.09 0.05 3.91 6.60 6.46
RS Floating Rate Y 0.15 2.07 -0.02 4.07 6.78 ---
Prudential Floating Rate Income A LW 0.19 2.07 0.13 3.64 6.37 ---
Prudential Floating Rate Income A 0.19 2.07 0.13 3.64 6.37 ---
Oppenheimer Senior Floating Rt Pls C 0.00 2.07 -0.17 4.00 --- ---
Oppenheimer Senior Floating Rate Y 0.15 2.06 0.04 4.07 6.76 7.96
First Trust Short Duration High Inc A LW -0.06 2.06 -0.12 4.10 --- ---
First Trust Short Duration High Inc A -0.06 2.06 -0.12 4.10 --- ---
Nuveen Symphony Floating Rate Income A 0.00 2.05 -0.05 4.43 8.48 ---
Nuveen Symphony Floating Rate Incom A LW 0.00 2.05 -0.05 4.43 8.48 ---
BlackRock Floating Rate Income Instl 0.11 2.05 -0.06 3.68 6.34 ---
JHancock Floating Rate Income R6 0.06 2.04 0.03 3.84 6.54 ---
Hartford Floating Rate Y 0.14 2.04 0.03 3.74 6.74 6.88
Lord Abbett Floating Rate A Load Waived 0.18 2.03 0.06 3.59 6.95 6.09
Lord Abbett Floating Rate A 0.18 2.03 0.06 3.59 6.95 6.09
JHancock Floating Rate Income I 0.06 2.02 0.03 3.82 6.55 6.39
PL Floating Rate Income A Load Waived 0.15 2.01 0.17 3.68 --- ---
PL Floating Rate Income A 0.15 2.01 0.17 3.68 --- ---
Payden Floating Rate Investor 0.26 2.00 0.07 --- --- ---
Hartford Floating Rate R5 0.14 1.99 0.01 3.67 6.67 6.78
Dreyfus Floating Rate Income Y 0.17 1.99 0.14 --- --- ---
Dreyfus Floating Rate Income I 0.17 1.99 0.14 --- --- ---
Pioneer Floating Rate K 0.31 1.98 0.19 --- --- ---
Pioneer Floating Rate Y 0.30 1.97 0.19 3.23 5.77 5.87
Payden Floating Rate Adviser 0.24 1.95 0.04 --- --- ---
Virtus Senior Floating Rate I 0.12 1.94 -0.03 3.67 6.46 6.12
Dreyfus Floating Rate Income A LW 0.21 1.93 0.21 --- --- ---
Dreyfus Floating Rate Income A 0.21 1.93 0.21 --- --- ---
T. Rowe Price Floating Rate 0.12 1.91 0.07 3.25 5.43 ---
RidgeWorth Seix Floating RT High Inc A 0.10 1.90 0.00 3.47 6.08 5.98
RidgeWorth Seix Floating RT High In A LW 0.10 1.90 0.00 3.47 6.08 5.98
Transamerica Floating Rate I 0.10 1.89 0.01 --- --- ---
Oppenheimer Senior Floating Rate A LW 0.13 1.89 -0.02 3.82 6.48 7.66
Oppenheimer Senior Floating Rate A 0.13 1.89 -0.02 3.82 6.48 7.66
Voya Floating Rate I 0.22 1.88 0.36 3.14 6.45 ---
Pioneer Floating Rate Z 0.29 1.88 0.28 3.09 5.66 ---
Oppenheimer Senior Floating Rate I 0.15 1.88 0.16 4.03 --- ---
Hartford Floating Rate R4 0.22 1.88 0.05 3.37 6.39 6.50
Fidelity® Floating Rate High Income 0.22 1.85 -0.03 3.14 5.10 4.89
T. Rowe Price Floating Rate Adv 0.11 1.84 0.05 3.15 5.29 ---
JPMorgan Floating Rate Income R6 0.25 1.84 -0.06 --- --- ---
Credit Suisse Floating Rate Hi Inc A LW 0.02 1.84 0.15 3.40 6.00 8.36
Credit Suisse Floating Rate Hi Inc A 0.02 1.84 0.15 3.40 6.00 8.36
BlackRock Floating Rate Income Inv A LW 0.18 1.83 -0.05 3.38 6.04 6.11
BlackRock Floating Rate Income Inv A 0.18 1.83 -0.05 3.38 6.04 6.11
Lord Abbett Floating Rate R3 0.26 1.82 0.09 3.29 6.64 5.83
Invesco Floating Rate R 0.09 1.81 0.14 3.42 6.71 6.47
Hartford Floating Rate A Load Waived 0.12 1.80 -0.06 3.29 6.38 6.53
Hartford Floating Rate A 0.12 1.80 -0.06 3.29 6.38 6.53
RS Floating Rate A Load Waived 0.04 1.79 -0.19 3.72 6.50 ---
RS Floating Rate A 0.04 1.79 -0.19 3.72 6.50 ---
JHancock Floating Rate Income A LW 0.03 1.78 -0.05 3.46 6.13 5.97
JHancock Floating Rate Income A 0.03 1.78 -0.05 3.46 6.13 5.97
Voya Floating Rate W 0.22 1.77 0.26 3.13 6.43 ---
SunAmerica Senior Floating Rate A LW 0.18 1.77 0.09 3.27 5.86 6.47
SunAmerica Senior Floating Rate A 0.18 1.77 0.09 3.27 5.86 6.47
JPMorgan Floating Rate Income Select 0.14 1.77 -0.09 3.58 6.52 ---
Virtus Senior Floating Rate A LW 0.10 1.76 -0.10 3.41 6.19 5.87
Virtus Senior Floating Rate A 0.10 1.76 -0.10 3.41 6.19 5.87
Franklin Floating Rate Daily Access Adv 0.24 1.75 0.24 3.09 5.77 5.38
Eaton Vance Floating-Rate & Hi Inc Inst -0.01 1.75 0.00 3.46 6.38 6.88
Pioneer Floating Rate A Load Waived 0.13 1.74 0.10 2.89 5.42 5.55
Pioneer Floating Rate A 0.13 1.74 0.10 2.89 5.42 5.55
Lord Abbett Floating Rate R2 0.26 1.74 0.07 3.19 6.53 5.86
Eaton Vance Floating-Rate Advantage I 0.12 1.74 0.10 3.47 7.28 7.95
Columbia Floating Rate C 0.13 1.74 -0.06 3.05 6.12 6.08
Columbia Floating Rate B 0.13 1.74 -0.06 3.05 6.11 6.10
MainStay Floating Rate I 0.21 1.73 0.11 2.95 5.46 5.34
Transamerica Floating Rate A LW -0.02 1.71 -0.05 --- --- ---
Transamerica Floating Rate A -0.02 1.71 -0.05 --- --- ---
Fidelity Advisor® Floating Rate Hi Inc I 0.22 1.71 -0.04 3.08 5.05 4.85
Deutsche Floating Rate Institutional 0.02 1.65 -0.05 3.16 6.20 6.49
Goldman Sachs High Yield Fl Rate Instl 0.21 1.64 -0.07 2.99 5.53 ---
Eaton Vance Floating-Rate & Hi Inc A LW 0.10 1.63 -0.01 3.23 6.12 6.62
Eaton Vance Floating-Rate & Hi Inc A 0.10 1.63 -0.01 3.23 6.12 6.62
Invesco Floating Rate C 0.07 1.62 0.08 3.14 6.46 6.18
Voya Floating Rate A Load Waived 0.20 1.59 0.19 2.88 6.18 ---
Voya Floating Rate A 0.20 1.59 0.19 2.88 6.18 ---
PIMCO Senior Floating Rate Instl 0.13 1.59 0.04 3.20 5.50 ---
Hartford Floating Rate R3 0.09 1.58 -0.13 3.10 6.11 6.24
Fidelity Advisor® Floating Rate Hi Inc T 0.19 1.57 -0.12 2.75 4.70 4.52
Eaton Vance Floating-Rate & Hi Inc Adv 0.08 1.57 0.04 3.20 6.12 6.64
Deutsche Floating Rate S 0.01 1.57 0.03 3.02 6.05 6.37
Eaton Vance Floating-Rate Advantage Adv 0.19 1.56 0.04 3.21 7.05 7.70
Eaton Vance Floating-Rate Advantage A LW 0.10 1.56 0.04 3.21 7.01 7.70
Eaton Vance Floating-Rate Advantage A 0.10 1.56 0.04 3.21 7.01 7.70
SunAmerica Senior Floating Rate C 0.15 1.55 -0.11 2.97 5.55 6.13
First Trust Short Duration High Inc C -0.17 1.55 -0.31 3.33 --- ---
Putnam Floating Rate Income Y 0.11 1.54 -0.02 3.45 6.68 6.16
Fidelity Advisor® Floating Rate Hi Inc A 0.09 1.54 -0.10 2.83 4.79 4.58
Fidelity Advisor® Floating Rate Hi A LW 0.09 1.54 -0.10 2.83 4.79 4.58
PIMCO Senior Floating Rate P 0.12 1.53 0.01 3.10 5.40 ---
Nuveen Symphony Floating Rate Income C -0.02 1.53 -0.24 3.64 7.65 ---
Lord Abbett Floating Rate C 0.13 1.53 -0.11 2.89 6.25 5.36
Prudential Floating Rate Income C 0.13 1.52 -0.06 2.87 5.57 ---
JPMorgan Floating Rate Income A LW 0.12 1.50 -0.15 3.32 6.27 ---
JPMorgan Floating Rate Income A 0.12 1.50 -0.15 3.32 6.27 ---
MainStay Floating Rate Inv 0.08 1.48 -0.05 2.61 5.13 4.99
RidgeWorth Seix Floating RT High Inc C 0.06 1.47 -0.15 2.86 5.41 5.29
Goldman Sachs High Yield Fl Rate IR 0.21 1.47 -0.09 2.79 5.43 ---
Deutsche Floating Rate A Load Waived 0.00 1.47 -0.12 2.86 5.87 6.17
Deutsche Floating Rate A 0.00 1.47 -0.12 2.86 5.87 6.17
Franklin Floating Rate Daily Access A LW 0.11 1.46 0.07 2.72 5.47 5.09
Franklin Floating Rate Daily Access A 0.11 1.46 0.07 2.72 5.47 5.09
MainStay Floating Rate A Load Waived 0.08 1.44 -0.06 2.59 5.20 5.05
MainStay Floating Rate A 0.08 1.44 -0.06 2.59 5.20 5.05
DoubleLine Floating Rate I 0.20 1.44 0.11 2.60 --- ---
PL Floating Rate Income C 0.09 1.43 -0.01 2.84 --- ---
RS Floating Rate K -0.01 1.42 -0.32 3.22 5.99 ---
Voya Floating Rate R 0.17 1.41 0.13 2.63 5.92 ---
Oppenheimer Senior Floating Rate B 0.09 1.40 -0.15 3.15 5.81 7.00
PIMCO Senior Floating Rate D 0.11 1.39 -0.04 2.89 5.19 ---
PIMCO Senior Floating Rate A LW 0.11 1.39 -0.04 2.89 5.19 ---
PIMCO Senior Floating Rate A 0.11 1.39 -0.04 2.89 5.19 ---
Neuberger Berman Floating Rate Inc Inst 0.13 1.39 -0.13 2.83 6.23 ---
Oppenheimer Senior Floating Rate R -0.02 1.38 -0.10 3.42 --- ---
Putnam Floating Rate Income A LW 0.08 1.37 -0.09 3.20 6.38 5.90
Putnam Floating Rate Income A 0.08 1.37 -0.09 3.20 6.38 5.90
DoubleLine Floating Rate N 0.18 1.36 0.05 2.33 --- ---
Putnam Floating Rate Income M 0.08 1.34 -0.10 3.14 6.33 5.83
Oppenheimer Senior Floating Rate C 0.07 1.34 -0.09 3.05 5.88 7.12
RS Floating Rate C 0.07 1.33 -0.28 3.01 5.68 ---
Dreyfus Floating Rate Income C 0.06 1.32 -0.13 --- --- ---
Eaton Vance Floating-Rate Advantage B 0.07 1.31 -0.05 2.86 6.64 7.33
Dunham Floating Rate Bond N 0.06 1.30 -0.24 --- --- ---
Credit Suisse Floating Rate Hi Inc C -0.04 1.30 -0.05 2.63 5.15 7.52
Credit Suisse Floating Rate Hi Inc B -0.04 1.30 -0.05 2.63 5.21 7.56
BlackRock Floating Rate Income Inv C1 0.16 1.30 -0.18 2.84 5.54 ---
JHancock Floating Rate Income C -0.03 1.29 -0.22 2.77 5.39 5.24
Goldman Sachs High Yield Fl Rate A LW 0.19 1.29 -0.15 2.55 5.14 ---
Goldman Sachs High Yield Fl Rate A 0.19 1.29 -0.15 2.55 5.14 ---
Eaton Vance Floating Rate I 0.10 1.29 0.07 2.69 5.71 6.09
BlackRock Floating Rate Income Inv C 0.12 1.29 -0.24 2.60 5.25 ---
Franklin Floating Rate Daily Access C 0.18 1.28 0.07 2.42 5.09 4.70
Hartford Floating Rate C 0.05 1.26 -0.24 2.64 5.60 5.74
Fidelity Advisor® Floating Rate Hi Inc B 0.15 1.26 -0.13 2.40 4.25 4.04
Putnam Floating Rate Income B -0.04 1.24 -0.25 2.87 6.13 5.61
Transamerica Floating Rate C -0.09 1.23 -0.17 --- --- ---
PIMCO Senior Floating Rate R 0.09 1.23 -0.10 2.64 4.93 ---
Hartford Floating Rate B 0.05 1.23 -0.25 2.60 5.56 5.68
JHancock Floating Rate Income B -0.03 1.22 -0.25 2.78 5.37 5.22
Virtus Senior Floating Rate C 0.04 1.21 -0.28 2.63 5.39 5.09
Pioneer Floating Rate C 0.22 1.20 -0.08 2.14 4.63 4.76
Eaton Vance Floating-Rate Advantage C 0.06 1.20 -0.09 2.70 6.49 7.16
JPMorgan Floating Rate Income C 0.18 1.19 -0.27 2.87 5.76 ---
First Investors Floating Rate Instl 0.07 1.19 0.02 --- --- ---
Dunham Floating Rate Bond A Load Waived 0.04 1.15 -0.30 --- --- ---
Dunham Floating Rate Bond A 0.04 1.15 -0.30 --- --- ---
Eaton Vance Floating-Rate & Hi Inc B 0.02 1.14 -0.15 2.43 5.36 5.83
Neuberger Berman Floating Rate Inc A LW 0.09 1.13 -0.22 2.45 5.84 ---
Neuberger Berman Floating Rate Inc A 0.09 1.13 -0.22 2.45 5.84 ---
Goldman Sachs High Yield Fl Rate R 0.17 1.11 -0.21 2.28 4.90 ---
Highland Floating Rate Opportunities Z -0.52 1.10 -1.46 6.88 12.34 10.37
Eaton Vance Floating Rate Adv 0.08 1.10 0.01 2.43 5.41 5.81
Putnam Floating Rate Income R -0.05 1.09 -0.26 2.82 6.08 5.61
Fidelity Advisor® Floating Rate Hi Inc C 0.13 1.09 -0.29 2.07 4.01 3.81
First Investors Floating Rate Advisor 0.16 1.07 -0.02 --- --- ---
Voya Floating Rate C 0.13 1.05 0.00 2.12 5.39 ---
Eaton Vance Floating Rate A Load Waived 0.08 1.04 -0.07 2.36 5.40 5.82
Eaton Vance Floating Rate A 0.08 1.04 -0.07 2.36 5.40 5.82
Eaton Vance Floating-Rate & Hi Inc C 0.02 1.03 -0.26 2.43 5.33 5.84
Highland Floating Rate Opportunities A -0.54 0.98 -1.42 6.51 11.99 10.01
Highland Floating Rate Opportunitie A LW -0.54 0.98 -1.42 6.51 11.99 10.01
First Investors Floating Rate A 0.13 0.97 0.00 --- --- ---
Deutsche Floating Rate C -0.07 0.97 -0.30 2.10 5.11 5.40
MainStay Floating Rate C 0.13 0.94 -0.13 1.95 4.38 4.24
MainStay Floating Rate B 0.02 0.94 -0.24 1.95 4.38 4.24
PIMCO Senior Floating Rate C 0.04 0.89 -0.22 2.13 4.41 ---
Putnam Floating Rate Income C -0.09 0.87 -0.27 2.31 5.60 5.10
Goldman Sachs High Yield Fl Rate C 0.12 0.85 -0.34 1.88 4.39 ---
Dunham Floating Rate Bond C 0.00 0.72 -0.41 --- --- ---
Neuberger Berman Floating Rate Inc C 0.03 0.59 -0.41 1.69 5.04 ---
Eaton Vance Floating Rate C 0.01 0.57 -0.18 1.66 4.63 5.04
Eaton Vance Floating Rate B 0.01 0.57 -0.18 1.67 4.67 5.06
Highland Floating Rate Opportunities C -0.71 0.51 -1.65 5.86 11.40 9.44
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