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Data through 7/26/2017. 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 0.71 2.22 0.91 5.88 2.80 3.83
First Trust Short Duration High Inc I 0.85 3.92 1.75 6.02 3.79 ---
Hartford Floating Rate High Inc Y 0.83 3.51 1.19 8.74 3.11 4.88
Hartford Floating Rate High Inc R5 0.93 3.51 1.18 8.73 3.47 5.10
Hartford Floating Rate High Inc I 0.82 3.48 1.17 8.67 3.06 4.86
First Trust Short Duration High Inc A 0.83 3.41 1.69 5.35 3.40 ---
Hartford Floating Rate High Inc R4 0.80 3.34 1.11 8.41 2.82 4.58
Hartford Floating Rate High Inc A 0.80 3.33 1.11 8.40 2.80 4.58
Eaton Vance Floating-Rate & Hi Inc Inst 0.54 3.22 1.14 7.62 3.92 4.61
Eaton Vance Floating-Rate & Hi Inc Adv 0.64 3.19 1.19 7.48 3.66 4.37
American Beacon Sound Point FlRtIn SP 0.78 3.19 1.33 6.44 5.08 ---
Eaton Vance Floating-Rate Advantage I 0.72 3.17 1.21 8.42 4.28 5.03
Hartford Floating Rate High Inc R3 0.78 3.16 1.03 8.09 2.53 4.26
American Beacon Sound Point FlRtIn Instl 0.78 3.16 1.41 6.51 5.31 ---
Loomis Sayles Sr Floating Rate and F/I Y 0.90 3.13 1.43 7.23 3.93 5.22
Catalyst/Princeton Floating Rt Inc I 1.08 3.09 1.13 7.93 1.52 ---
Eaton Vance Floating-Rate & Hi Inc R6 0.68 3.05 1.26 7.88 --- ---
First Trust Short Duration High Inc C 0.76 3.04 1.50 4.59 2.65 ---
Hartford Floating Rate R5 0.90 3.03 1.08 8.21 3.26 4.20
Eaton Vance Floating-Rate Advantage Adv 0.70 3.03 1.15 8.16 4.03 4.77
Eaton Vance Floating-Rate Advantage A 0.61 3.03 1.15 8.16 4.03 4.77
American Beacon Sound Point FlRtIn Y 0.68 3.03 1.33 6.32 --- ---
Eaton Vance Floating-Rate & Hi Inc A 0.51 3.02 1.07 7.38 3.67 4.34
Loomis Sayles Sr Floating Rate and F/I A 0.78 2.99 1.26 6.95 3.63 4.94
American Beacon Sound Point FlRtIn Inv 0.67 2.96 1.28 6.18 --- ---
American Beacon Sound Point FlRtIn A 0.75 2.94 1.31 6.08 --- ---
Hartford Floating Rate Y 0.90 2.93 1.08 8.26 3.31 4.28
Eaton Vance Floating Rate I 0.63 2.93 1.07 7.43 3.69 4.16
Fidelity® Series Floating Rate Hi Inc F 0.90 2.91 1.42 7.20 2.76 4.60
Credit Suisse Floating Rate Hi Inc Instl 0.60 2.91 0.98 7.03 4.10 4.71
Hartford Floating Rate I 0.79 2.90 1.08 8.07 3.24 4.21
Hartford Floating Rate High Inc C 0.74 2.90 0.92 7.60 2.01 3.78
Fidelity® Series Floating Rate Hi Inc 0.90 2.86 1.41 7.10 2.65 4.49
Barings Global Floating Rate Y 0.92 2.86 1.14 8.76 3.87 ---
Barings Global Floating Rate I 0.92 2.86 1.14 8.76 3.90 ---
Catalyst/Princeton Floating Rt Inc A 1.06 2.85 0.85 7.43 1.23 ---
Eaton Vance Floating-Rate Advantage B 0.58 2.83 0.97 7.79 3.67 4.39
Prudential Floating Rate Income Q 0.69 2.80 1.23 6.14 --- ---
Oppenheimer Senior Floating Rt Pls I 1.02 2.79 0.84 8.95 3.51 ---
Prudential Floating Rate Income Z 0.69 2.77 1.22 6.10 3.60 4.45
Credit Suisse Floating Rate Hi Inc A 0.58 2.77 1.06 6.75 3.84 4.47
Eaton Vance Floating-Rate & Hi Inc B 0.58 2.76 1.00 6.70 2.90 3.59
Hartford Floating Rate A 0.76 2.75 1.01 7.90 2.96 3.93
Eaton Vance Floating-Rate Advantage C 0.57 2.75 1.03 7.63 3.51 4.25
Highland Floating Rate Opportunities Z 0.48 2.74 0.72 8.82 1.52 6.40
Hartford Floating Rate R4 0.76 2.73 0.89 7.76 2.91 3.89
Barings Global Floating Rate A 0.90 2.73 1.08 8.50 3.58 ---
Ziegler Floating Rate Institutional 0.80 2.71 1.18 5.72 --- ---
Eaton Vance Floating Rate R6 0.65 2.70 1.08 --- --- ---
Eaton Vance Floating Rate Adv 0.50 2.67 0.90 7.04 3.39 3.88
Eaton Vance Floating Rate A 0.50 2.65 0.90 7.17 3.41 3.90
Pacific Funds Floating Rate Income I 0.64 2.64 0.75 6.87 3.36 4.59
Eaton Vance Floating-Rate & Hi Inc C 0.58 2.64 1.00 6.70 2.89 3.57
Prudential Floating Rate Income A 0.66 2.61 1.15 5.80 3.32 4.20
Pacific Funds Floating Rate Income Adv 0.64 2.61 0.74 6.80 3.34 4.56
Fidelity Advisor® Floating Rate Hi Inc I 0.92 2.61 1.33 6.41 3.07 3.61
Invesco Floating Rate R5 0.86 2.59 0.94 7.19 3.21 4.54
Hartford Floating Rate R3 0.74 2.59 0.95 7.49 2.69 3.65
Ziegler Floating Rate A 0.77 2.58 1.12 5.48 --- ---
Loomis Sayles Sr Floating Rate and F/I C 0.72 2.56 1.08 6.12 2.88 4.18
Fidelity® Floating Rate High Income 0.82 2.54 1.24 6.36 3.08 3.64
Oppenheimer Senior Floating Rt Pls Y 1.12 2.53 0.82 8.51 3.30 ---
AIG Senior Floating Rate A 0.65 2.52 0.91 6.31 2.97 3.95
Transamerica Floating Rate I 0.53 2.50 0.98 5.17 3.94 ---
Pacific Funds Floating Rate Income A 0.72 2.49 0.78 6.55 3.09 4.32
American Beacon Sound Point FlRtIn C 0.60 2.47 1.09 5.25 --- ---
Invesco Floating Rate Y 0.86 2.46 0.81 7.20 3.16 4.50
Hartford Floating Rate C 0.82 2.44 0.83 7.13 2.21 3.17
Hartford Floating Rate B 0.82 2.42 0.82 7.09 2.17 3.13
Federated Floating Rate Strat Inc R6 0.72 2.42 1.04 --- --- ---
Highland Floating Rate Opportunities A 0.31 2.40 0.50 8.29 1.13 6.03
Federated Floating Rate Strat Inc Instl 0.69 2.40 1.03 5.49 3.63 3.92
BlackRock Floating Rate Income Instl 0.80 2.38 1.09 5.74 3.47 4.36
Virtus Seix Floating Rate High Inc IS 0.71 2.37 0.76 6.26 --- ---
Pioneer Floating Rate Y 0.59 2.37 1.03 4.81 3.24 3.93
Fidelity Advisor® Floating Rate Hi Inc A 0.90 2.37 1.27 6.16 2.83 3.37
Transamerica Floating Rate A 0.51 2.36 0.91 4.81 3.78 ---
Fidelity Advisor® Floating Rate Hi Inc M 0.80 2.36 1.16 6.00 2.71 3.26
Eaton Vance Floating Rate B 0.56 2.36 0.82 6.38 2.66 3.13
AIG Senior Floating Rate C 0.50 2.35 0.71 6.00 2.66 3.64
PENN Capital Senior Fltng Rt Inc Instl 0.81 2.34 1.21 5.25 --- ---
Credit Suisse Floating Rate Hi Inc B 0.52 2.34 0.73 5.95 3.12 3.74
Victory Floating Rate Y 1.06 2.33 0.93 6.23 2.79 3.99
Credit Suisse Floating Rate Hi Inc C 0.52 2.33 0.88 5.95 3.07 3.68
Invesco Floating Rate A 0.71 2.32 0.75 6.96 2.92 4.25
BlackRock Floating Rate Income Inv A 0.90 2.32 1.13 5.43 3.19 4.05
Virtus Seix Floating Rate High Inc I 0.58 2.31 0.74 6.15 3.43 4.41
Delaware Floating Rate Instl 0.79 2.30 1.00 4.19 1.48 2.02
Goldman Sachs High Yield Fl Rate Instl 0.76 2.29 1.03 4.57 3.04 3.76
Barings Global Floating Rate C 0.84 2.28 0.89 7.72 2.82 ---
Oppenheimer Senior Floating Rt Pls A 0.99 2.27 0.65 8.12 3.00 ---
Catalyst/Princeton Floating Rt Inc C 0.89 2.27 0.67 6.55 0.44 ---
T. Rowe Price Instl Floating Rate 0.75 2.26 1.06 5.18 3.68 4.39
DoubleLine Floating Rate I 0.83 2.26 1.27 4.66 3.03 ---
MainStay Floating Rate I 0.53 2.25 0.86 5.41 3.04 3.77
Lord Abbett Floating Rate R6 0.80 2.25 0.94 6.20 --- ---
Highland Floating Rate Opportunities C 0.27 2.25 0.37 7.75 0.63 5.51
Dreyfus Floating Rate Income Y 0.65 2.25 1.04 5.22 2.89 ---
PIMCO Senior Floating Rate Instl 0.64 2.24 1.06 5.36 3.09 3.80
Oppenheimer Senior Floating Rate Y 0.84 2.24 0.63 8.31 3.75 4.83
JPMorgan Floating Rate Income R6 0.93 2.24 0.97 5.55 2.28 ---
Goldman Sachs High Yield Fl Rate IR 0.65 2.24 1.01 4.37 2.92 3.67
Eaton Vance Floating Rate C 0.45 2.24 0.71 6.38 2.66 3.13
Dreyfus Floating Rate Income I 0.74 2.24 1.04 5.26 2.89 ---
Columbia Floating Rate R5 0.74 2.24 0.94 5.93 3.47 4.66
Pioneer Floating Rate K 0.59 2.22 1.03 4.82 3.24 ---
Columbia Floating Rate Z 0.74 2.22 0.83 5.90 3.38 4.58
Columbia Floating Rate R4 0.74 2.22 0.94 5.90 3.42 ---
Invesco Floating Rate R6 0.85 2.21 0.79 7.35 3.24 ---
Guggenheim Floating Rate Strats Instl 0.68 2.21 1.05 5.23 3.66 5.20
Victory Floating Rate A 1.05 2.20 0.88 6.00 2.53 3.76
T. Rowe Price Instl Floating Rate F 0.74 2.20 1.04 5.05 3.59 4.30
T. Rowe Price Floating Rate 0.74 2.20 1.02 4.98 3.39 3.95
Federated Floating Rate Strat Inc A 0.66 2.20 0.94 5.13 3.28 3.56
PIMCO Senior Floating Rate P 0.64 2.19 1.04 5.25 2.99 3.70
JPMorgan Floating Rate Income I 0.92 2.19 0.95 5.45 2.20 3.70
Prudential Floating Rate Income C 0.60 2.18 0.97 5.02 2.52 3.40
Invesco Floating Rate R 0.69 2.18 0.69 6.67 2.65 3.96
Invesco Floating Rate C 0.80 2.17 0.76 6.45 2.44 3.73
Lord Abbett Floating Rate F 0.79 2.16 0.90 6.03 3.67 4.75
Delaware Floating Rate A 0.65 2.16 0.93 3.93 1.23 1.77
Columbia Floating Rate Y 0.75 2.16 0.85 5.88 --- ---
Virtus Newfleet Senior Floating Rate R6 0.75 2.15 0.71 --- --- ---
Nuveen Symphony Floating Rate Income I 0.73 2.14 0.78 6.60 3.16 5.07
BlackRock Floating Rate Income K 0.82 2.13 1.11 5.73 --- ---
Ziegler Floating Rate C 0.70 2.12 0.92 4.70 --- ---
MainStay Floating Rate A 0.51 2.11 0.80 5.15 2.78 3.52
Lord Abbett Floating Rate R5 0.80 2.11 0.93 6.15 --- ---
Shenkman Floating Rate High Income Instl 0.62 2.10 0.86 5.66 --- ---
Nuveen Symphony Floating Rate Income R6 0.78 2.10 0.84 6.66 --- ---
Lord Abbett Floating Rate I 0.80 2.10 0.92 6.13 3.76 4.85
Lord Abbett Floating Rate A 0.78 2.10 0.88 5.93 3.57 4.67
Columbia Floating Rate K 0.72 2.10 0.77 5.67 3.18 4.40
PIMCO Senior Floating Rate D 0.62 2.09 0.98 5.04 2.78 3.49
PIMCO Senior Floating Rate A 0.62 2.09 0.98 5.04 2.78 3.49
Oppenheimer Senior Floating Rate A 0.82 2.09 0.57 8.17 3.50 4.56
Goldman Sachs High Yield Fl Rate A 0.74 2.09 0.95 4.22 2.69 3.41
Dreyfus Floating Rate Income A 0.71 2.09 0.95 4.92 2.62 ---
MainStay Floating Rate Inv 0.51 2.08 0.78 5.12 2.78 3.51
Neuberger Berman Floating Rate Inc Inst 0.71 2.07 0.91 5.01 2.92 3.73
Dunham Floating Rate Bond N 0.64 2.07 0.86 4.95 2.64 ---
Columbia Floating Rate A 0.83 2.07 0.87 5.63 3.16 4.34
JPMorgan Floating Rate Income A 0.90 2.06 0.91 5.20 1.96 3.44
Guggenheim Floating Rate Strats P 0.66 2.06 1.00 4.98 --- ---
Guggenheim Floating Rate Strats A 0.66 2.06 1.00 4.98 3.41 4.96
Goldman Sachs High Yield Fl Rate R 0.72 2.06 0.89 3.97 2.45 3.16
Virtus Seix Floating Rate High Inc A 0.57 2.04 0.68 5.72 3.13 4.11
Pacific Funds Floating Rate Income C 0.56 2.04 0.51 5.70 2.30 3.54
Fidelity Advisor® Floating Rate Hi Inc C 0.84 2.04 1.08 5.37 2.06 2.59
Columbia Floating Rate T 0.72 2.04 0.74 5.56 3.14 4.33
Pioneer Floating Rate A 0.57 2.03 0.95 4.48 2.88 3.54
Metropolitan West Floating Rate Inc I 0.59 2.03 1.00 4.68 3.12 ---
DoubleLine Floating Rate N 0.70 2.03 1.10 4.29 2.73 ---
Delaware Floating Rate R 0.75 2.02 0.87 3.68 0.98 1.51
Virtus Newfleet Senior Floating Rate I 0.64 2.01 0.70 5.61 2.88 4.08
T. Rowe Price Floating Rate Adv 0.73 1.99 0.97 4.77 3.27 3.84
Payden Floating Rate SI 0.58 1.98 1.02 4.55 3.43 ---
Oppenheimer Senior Floating Rate I 0.84 1.97 0.64 8.62 3.83 ---
Nuveen Symphony Floating Rate Income A 0.76 1.97 0.77 6.35 2.91 4.81
Lord Abbett Floating Rate R4 0.78 1.96 0.86 5.87 --- ---
Voya Floating Rate P 0.60 1.95 0.90 5.27 3.79 ---
Putnam Floating Rate Income Y 0.57 1.94 0.85 4.95 2.85 4.07
Columbia Floating Rate R 0.70 1.93 0.70 5.37 2.87 4.06
Payden Floating Rate Investor 0.57 1.92 0.99 4.43 3.32 ---
Oppenheimer Senior Floating Rt Pls C 0.93 1.92 0.45 7.39 2.21 ---
MainStay Floating Rate R3 0.59 1.91 0.81 4.92 --- ---
First Investors Floating Rate Instl 0.69 1.91 0.93 4.20 2.40 ---
T. Rowe Price Floating Rate I 0.78 1.88 1.05 --- --- ---
Lord Abbett Floating Rate R2 0.75 1.88 0.78 5.51 3.16 4.24
Virtus Newfleet Senior Floating Rate A 0.62 1.87 0.64 5.34 2.66 3.82
Neuberger Berman Floating Rate Inc A 0.67 1.86 0.92 4.63 2.54 3.35
Dunham Floating Rate Bond A 0.62 1.85 0.81 4.57 2.35 ---
Lord Abbett Floating Rate R3 0.76 1.83 0.80 5.62 3.27 4.35
Virtus Seix Floating Rate High Inc C 0.65 1.82 0.54 5.23 2.57 3.51
Transamerica Floating Rate C 0.34 1.82 0.62 4.02 2.92 ---
Oppenheimer Senior Floating Rate R 0.92 1.81 0.62 7.99 3.25 ---
Metropolitan West Floating Rate Inc M 0.47 1.81 0.95 4.37 2.88 ---
JPMorgan Floating Rate Income C 0.86 1.81 0.83 4.68 1.44 2.93
BlackRock Floating Rate Income Inv C 0.74 1.81 0.85 4.58 2.41 3.29
Oppenheimer Senior Floating Rate B 0.77 1.80 0.44 7.49 2.98 4.01
First Investors Floating Rate Advisor 0.67 1.80 0.88 4.00 2.17 ---
Victory Floating Rate R 1.01 1.79 0.75 5.46 1.99 3.23
Putnam Floating Rate Income A 0.55 1.79 0.79 4.57 2.59 3.81
Putnam Floating Rate Income M 0.54 1.76 0.89 4.64 2.53 3.76
JHancock Floating Rate Income NAV 0.83 1.76 0.99 6.34 2.10 3.56
Victory Floating Rate C 0.99 1.75 0.69 5.17 1.75 2.94
JHancock Floating Rate Income R6 0.83 1.75 0.99 6.21 2.09 3.51
Columbia Floating Rate B 0.77 1.75 0.80 4.96 2.39 3.56
Pioneer Floating Rate C 0.51 1.74 0.77 3.85 2.13 2.81
Delaware Floating Rate C 0.71 1.74 0.75 3.17 0.48 1.01
JHancock Floating Rate Income 1 0.83 1.73 0.98 6.29 2.05 3.51
Federated Floating Rate Strat Inc C 0.61 1.73 0.78 4.35 2.62 ---
BlackRock Floating Rate Income Inv C1 0.75 1.73 0.91 4.88 2.70 3.57
PIMCO Senior Floating Rate C 0.55 1.71 0.80 4.26 2.02 2.72
Payden Floating Rate Adviser 0.55 1.70 0.93 4.18 3.09 ---
JHancock Floating Rate Income I 0.94 1.70 0.97 6.22 1.99 3.44
Dreyfus Floating Rate Income C 0.65 1.70 0.76 4.16 1.83 ---
First Investors Floating Rate A 0.65 1.69 0.84 3.81 1.97 ---
Oppenheimer Senior Floating Rate C 0.88 1.66 0.51 7.36 2.73 3.85
Goldman Sachs High Yield Fl Rate C 0.57 1.66 0.76 3.34 1.93 2.64
Putnam Floating Rate Income R 0.64 1.65 0.84 4.43 2.36 3.55
MainStay Floating Rate C 0.56 1.65 0.59 4.45 2.05 2.73
MainStay Floating Rate B 0.56 1.65 0.59 4.34 2.05 2.73
Deutsche Floating Rate R6 0.84 1.65 0.83 4.63 --- ---
Columbia Floating Rate C 0.77 1.65 0.69 4.84 2.39 3.56
Guggenheim Floating Rate Strats C 0.60 1.64 0.81 4.20 2.65 4.18
Franklin Floating Rate Daily Access Adv 0.42 1.64 0.64 6.56 3.37 3.98
Deutsche Floating Rate Institutional 0.84 1.64 0.82 4.48 0.58 2.52
Lord Abbett Floating Rate C 0.73 1.63 0.61 5.15 2.91 3.98
Dunham Floating Rate Bond C 0.57 1.60 0.69 4.14 1.87 ---
Nuveen Symphony Floating Rate Income C 0.69 1.59 0.53 5.51 2.12 4.02
Deutsche Floating Rate S 0.83 1.58 0.80 4.38 0.47 2.42
Voya Floating Rate I 0.44 1.57 0.63 4.48 3.10 4.03
Voya Floating Rate W 0.54 1.56 0.73 4.57 3.13 4.04
Putnam Floating Rate Income B 0.53 1.56 0.74 4.36 2.37 3.57
Virtus Newfleet Senior Floating Rate C 0.66 1.55 0.56 4.66 1.89 3.06
JHancock Floating Rate Income A 0.80 1.52 0.89 5.90 1.67 3.09
Franklin Floating Rate Daily Access A 0.40 1.50 0.58 6.30 3.11 3.75
Deutsche Floating Rate A 0.81 1.49 0.76 4.22 0.36 2.26
Neuberger Berman Floating Rate Inc C 0.61 1.42 0.73 3.85 1.78 2.57
Voya Floating Rate A 0.52 1.41 0.66 4.20 2.84 3.76
Leader Floating Rate Institutional 0.30 1.40 0.75 --- --- ---
Voya Floating Rate R 0.50 1.27 0.60 4.05 2.58 3.51
Franklin Floating Rate Daily Access C 0.36 1.27 0.48 5.88 2.70 3.34
Putnam Floating Rate Income C 0.48 1.24 0.60 3.79 1.80 3.00
JHancock Floating Rate Income C 0.86 1.12 0.72 5.15 0.97 2.39
JHancock Floating Rate Income B 0.74 1.12 0.72 5.04 0.95 2.33
Leader Floating Rate Investor 0.17 1.07 0.66 --- --- ---
Deutsche Floating Rate C 0.63 1.06 0.57 3.45 -0.45 1.49
Voya Floating Rate C 0.36 0.98 0.37 3.42 2.03 2.99
Transamerica Floating Rate T1 0.50 --- 0.93 --- --- ---
Shenkman Floating Rate High Income F 0.71 --- 0.84 --- --- ---
Lord Abbett Floating Rate F3 0.82 --- 0.56 --- --- ---
Loomis Sayles Sr Floating Rate and F/I N 0.80 --- 1.34 --- --- ---
Hartford Floating Rate High Inc F 0.93 --- 1.18 --- --- ---
Hartford Floating Rate F 0.91 --- 1.10 --- --- ---
AIG Senior Floating Rate W 0.66 --- 0.93 --- --- ---
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