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Data through 7/22/2014. 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 0.16 2.03 1.21 4.09 4.97 7.44
Loomis Sayles Sr Floating Rate and F/I Y 0.26 3.63 1.55 6.10 --- ---
Loomis Sayles Sr Floating Rate and F/I A 0.24 3.50 1.49 5.84 --- ---
Loomis Sayles Sr Floating Rate and A LW 0.24 3.50 1.49 5.84 --- ---
Catalyst/Princeton Floating Rt Inc I 0.18 3.44 1.73 7.29 --- ---
Catalyst/Princeton Floating Rt Inc A LW 0.16 3.33 1.67 7.06 --- ---
Catalyst/Princeton Floating Rt Inc A 0.16 3.33 1.67 7.06 --- ---
Fidelity® Series Floating Rate High IncF 0.23 3.19 1.45 5.53 --- ---
Oppenheimer Senior Floating Rt Pls I 0.45 3.17 1.80 --- --- ---
Oppenheimer Senior Floating Rt Pls Y 0.44 3.15 1.78 --- --- ---
Loomis Sayles Sr Floating Rate and F/I C 0.18 3.14 1.39 5.09 --- ---
Hartford Floating Rate High Inc Y 0.09 3.14 1.71 5.97 --- ---
Hartford Floating Rate High Inc R5 0.09 3.14 1.71 5.97 --- ---
Fidelity® Series Floating Rate High Inc 0.22 3.14 1.42 5.42 --- ---
Highland Floating Rate Opportunities Z 0.44 3.10 3.75 9.73 10.96 12.69
Hartford Floating Rate High Inc I 0.08 3.10 1.69 5.90 --- ---
Highland Floating Rate Opportunities A 0.42 3.03 3.80 9.35 10.57 12.32
Highland Floating Rate Opportunitie A LW 0.42 3.03 3.80 9.35 10.57 12.32
Oppenheimer Senior Floating Rt Pls A LW 0.42 2.99 1.71 --- --- ---
Oppenheimer Senior Floating Rt Pls A 0.42 2.99 1.71 --- --- ---
Hartford Floating Rate High Inc R4 0.06 2.98 1.63 5.65 --- ---
Hartford Floating Rate High Inc A LW 0.06 2.98 1.63 5.64 --- ---
Hartford Floating Rate High Inc A 0.06 2.98 1.63 5.64 --- ---
Hartford Floating Rate High Inc R3 0.04 2.83 1.56 5.34 --- ---
Catalyst/Princeton Floating Rt Inc C 0.01 2.78 1.47 6.10 --- ---
Highland Floating Rate Opportunities C 0.51 2.76 3.68 8.82 10.03 11.77
Guggenheim Floating Rate Strats Instl 0.21 2.74 1.27 5.52 --- ---
BlackRock Secured Credit Portfolio Instl -0.11 2.72 1.34 5.31 6.52 ---
Hartford Floating Rate High Inc C 0.00 2.60 1.44 4.76 --- ---
Guggenheim Floating Rate Strategies A LW 0.19 2.60 1.21 5.26 --- ---
Guggenheim Floating Rate Strategies A 0.19 2.60 1.21 5.26 --- ---
Columbia Floating Rate I 0.23 2.58 1.44 4.70 5.74 8.57
BlackRock Secured Credit Portfolio Inv A -0.03 2.58 1.37 5.05 6.25 ---
BlackRock Secured Credit Portfolio A LW -0.03 2.58 1.37 5.05 6.25 ---
Oppenheimer Senior Floating Rt Pls C 0.26 2.56 1.42 --- --- ---
Columbia Floating Rate R5 0.22 2.54 1.42 4.65 5.72 8.54
Columbia Floating Rate R4 0.22 2.52 1.52 4.58 --- ---
Columbia Floating Rate Z 0.22 2.51 1.41 4.58 5.61 ---
Metropolitan West Floating Rate Inc I 0.26 2.49 1.22 5.83 --- ---
Metropolitan West Floating Rate Inc M 0.34 2.48 1.27 5.73 --- ---
Columbia Floating Rate A Load Waived 0.30 2.48 1.46 4.43 5.39 8.18
Columbia Floating Rate A 0.30 2.48 1.46 4.43 5.39 8.18
Columbia Floating Rate W 0.30 2.47 1.44 4.43 5.36 8.16
Columbia Floating Rate K 0.20 2.40 1.36 4.38 5.42 8.22
JHancock Floating Rate Income NAV 0.17 2.37 1.19 4.59 5.46 7.88
BlackRock Floating Rate Income Instl 0.19 2.35 1.54 4.46 5.24 ---
JHancock Floating Rate Income 1 0.27 2.34 1.18 4.53 5.44 7.81
RidgeWorth Seix Floating RT High Inc I 0.23 2.33 1.35 4.28 5.19 7.24
Prudential Floating Rate Income Z 0.23 2.32 1.31 4.44 5.37 ---
PL Floating Rate Income I 0.27 2.31 1.27 4.43 6.28 ---
PL Floating Rate Income Advisor 0.27 2.31 1.27 4.41 --- ---
Oppenheimer Senior Floating Rate Y 0.23 2.31 1.35 4.89 5.49 9.37
JHancock Floating Rate Income R6 0.16 2.31 1.16 4.47 --- ---
RS Floating Rate Y 0.17 2.29 1.17 4.53 5.34 ---
Payden Floating Rate Institutional 0.13 2.29 1.14 --- --- ---
JHancock Floating Rate Income I 0.27 2.29 1.16 4.45 5.35 7.76
Prudential Floating Rate Income A LW 0.21 2.28 1.25 4.18 5.12 ---
Prudential Floating Rate Income A 0.21 2.28 1.25 4.18 5.12 ---
Lord Abbett Floating Rate F 0.21 2.28 1.34 4.29 5.73 7.11
Hartford Floating Rate Y 0.22 2.28 1.44 4.24 5.38 8.10
First Trust Short Duration High Inc I -0.06 2.27 1.28 4.59 --- ---
Nuveen Symphony Floating Rate Income I -0.03 2.26 1.16 5.32 7.36 ---
Credit Suisse Floating Rate Hi Inc Instl 0.28 2.26 1.15 4.29 5.40 10.66
Virtus Senior Floating Rate I 0.23 2.25 1.30 4.25 5.11 7.22
T. Rowe Price Instl Floating Rate 0.24 2.25 1.24 4.27 4.88 7.18
Hartford Floating Rate R5 0.10 2.24 1.42 4.17 5.31 7.99
Hartford Floating Rate I 0.10 2.24 1.42 4.17 5.30 8.03
Lord Abbett Floating Rate I 0.11 2.23 1.26 4.25 5.82 7.22
Lord Abbett Floating Rate A Load Waived 0.20 2.23 1.31 4.17 5.62 7.01
Lord Abbett Floating Rate A 0.20 2.23 1.31 4.17 5.62 7.01
Columbia Floating Rate R 0.17 2.23 1.29 4.06 5.08 ---
Invesco Floating Rate R5 0.25 2.21 1.34 4.41 5.89 8.41
Invesco Floating Rate Y 0.25 2.19 1.34 4.39 5.84 8.38
BlackRock Floating Rate Income Inv A LW 0.16 2.19 1.47 4.27 4.91 7.50
BlackRock Floating Rate Income Inv A 0.16 2.19 1.47 4.27 4.91 7.50
PL Floating Rate Income A Load Waived 0.25 2.18 1.21 4.17 --- ---
PL Floating Rate Income A 0.25 2.18 1.21 4.17 --- ---
Invesco Floating Rate A Load Waived 0.23 2.18 1.27 4.26 5.58 8.14
Invesco Floating Rate A 0.23 2.18 1.27 4.26 5.58 8.14
Hartford Floating Rate R4 0.19 2.18 1.35 3.98 5.04 7.74
Transamerica Floating Rate I 0.27 2.17 1.15 --- --- ---
T. Rowe Price Instl Floating Rate F 0.13 2.17 1.20 4.03 4.80 ---
Oppenheimer Senior Floating Rate A LW 0.21 2.17 1.28 4.63 5.21 9.09
Oppenheimer Senior Floating Rate A 0.21 2.17 1.28 4.63 5.21 9.09
Guggenheim Floating Rate Strategies C 0.13 2.17 1.05 4.46 --- ---
Voya Floating Rate P 0.39 2.15 1.23 4.30 --- ---
RS Floating Rate A Load Waived 0.14 2.15 1.09 4.29 5.10 ---
RS Floating Rate A 0.14 2.15 1.09 4.29 5.10 ---
Nuveen Symphony Floating Rate Income A -0.05 2.15 1.10 5.03 7.09 ---
Nuveen Symphony Floating Rate Incom A LW -0.05 2.15 1.10 5.03 7.09 ---
BlackRock Secured Credit Portfolio Inv C -0.19 2.15 1.08 4.27 5.43 ---
First Trust Short Duration High Inc A LW -0.08 2.14 1.22 4.33 --- ---
First Trust Short Duration High Inc A -0.08 2.14 1.22 4.33 --- ---
Payden Floating Rate Investor 0.19 2.12 1.08 --- --- ---
Payden Floating Rate Adviser 0.10 2.12 1.04 --- --- ---
T. Rowe Price Floating Rate 0.21 2.10 1.25 3.71 --- ---
JHancock Floating Rate Income A LW 0.13 2.10 1.08 4.07 4.94 7.33
JHancock Floating Rate Income A 0.13 2.10 1.08 4.07 4.94 7.33
Hartford Floating Rate A Load Waived 0.08 2.09 1.36 3.90 5.03 7.74
Hartford Floating Rate A 0.08 2.09 1.36 3.90 5.03 7.74
Oppenheimer Senior Floating Rate I 0.35 2.08 1.37 5.02 --- ---
Dreyfus Floating Rate Income Y 0.14 2.07 1.21 --- --- ---
Dreyfus Floating Rate Income I 0.14 2.07 1.21 --- --- ---
Columbia Floating Rate C 0.24 2.06 1.27 3.65 4.60 7.37
T. Rowe Price Floating Rate Adv 0.20 2.04 1.22 3.61 --- ---
SunAmerica Senior Floating Rate A LW 0.19 2.04 1.02 3.93 4.41 8.35
SunAmerica Senior Floating Rate A 0.19 2.04 1.02 3.93 4.41 8.35
RidgeWorth Seix Floating RT High Inc A 0.09 2.04 1.16 3.96 4.87 6.91
RidgeWorth Seix Floating RT High In A LW 0.09 2.04 1.16 3.96 4.87 6.91
Transamerica Floating Rate A LW 0.15 2.03 1.08 --- --- ---
Transamerica Floating Rate A 0.15 2.03 1.08 --- --- ---
Eaton Vance Floating-Rate & Hi Inc Inst 0.22 2.03 1.18 4.15 5.23 8.29
JPMorgan Floating Rate Income Select 0.04 2.01 1.05 4.33 5.28 ---
Virtus Senior Floating Rate A LW 0.11 2.00 1.13 3.98 4.81 6.95
Virtus Senior Floating Rate A 0.11 2.00 1.13 3.98 4.81 6.95
Eaton Vance Floating-Rate Advantage I 0.30 2.00 1.33 4.28 5.83 9.71
MainStay Floating Rate I 0.32 1.98 1.25 3.65 4.47 6.27
Credit Suisse Floating Rate Hi Inc A LW 0.25 1.98 1.09 4.01 5.12 10.38
Credit Suisse Floating Rate Hi Inc A 0.25 1.98 1.09 4.01 5.12 10.38
Pioneer Floating Rate Y 0.17 1.97 1.05 3.69 4.73 6.87
Pioneer Floating Rate K 0.17 1.97 1.05 --- --- ---
Fidelity® Floating Rate High Income 0.05 1.97 1.14 3.45 4.19 5.70
Lord Abbett Floating Rate R3 0.17 1.95 1.13 3.76 5.32 6.75
JPMorgan Floating Rate Income R6 -0.05 1.95 1.07 --- --- ---
Columbia Floating Rate B 0.13 1.95 1.16 3.54 4.56 7.37
Fidelity Advisor® Floating Rate Hi Inc I 0.15 1.94 1.13 3.51 4.15 5.68
DWS Floating Rate Inst 0.13 1.94 1.12 3.74 5.02 7.72
Hartford Floating Rate R3 0.05 1.92 1.28 3.59 4.77 7.48
Dreyfus Floating Rate Income A LW 0.13 1.92 1.07 --- --- ---
Dreyfus Floating Rate Income A 0.13 1.92 1.07 --- --- ---
Pioneer Floating Rate Z 0.15 1.91 1.00 3.42 --- ---
Invesco Floating Rate R 0.21 1.91 1.21 3.88 5.32 7.77
Lord Abbett Floating Rate R2 0.17 1.90 1.11 3.66 5.22 6.79
Oppenheimer Senior Floating Rate B 0.29 1.89 1.28 4.18 4.63 8.44
Voya Floating Rate I 0.33 1.88 1.06 3.63 5.24 ---
MainStay Floating Rate Inv 0.30 1.87 1.20 3.40 4.17 5.94
DWS Floating Rate S 0.22 1.87 1.09 3.70 4.91 7.63
SunAmerica Senior Floating Rate C 0.16 1.86 0.94 3.49 4.10 8.04
RS Floating Rate K 0.10 1.86 0.97 3.90 4.57 ---
Eaton Vance Floating-Rate Advantage Adv 0.28 1.86 1.27 4.02 5.60 9.44
Eaton Vance Floating-Rate Advantage A LW 0.28 1.86 1.27 4.02 5.57 9.44
Eaton Vance Floating-Rate Advantage A 0.28 1.86 1.27 4.02 5.57 9.44
Prudential Floating Rate Income C 0.15 1.85 1.06 3.40 4.33 ---
MainStay Floating Rate A Load Waived 0.30 1.84 1.18 3.39 4.22 6.01
MainStay Floating Rate A 0.30 1.84 1.18 3.39 4.22 6.01
RidgeWorth Seix Floating RT High Inc C 0.15 1.82 1.12 3.34 4.24 6.24
Fidelity Advisor® Floating Rate Hi Inc A 0.13 1.80 1.07 3.26 3.93 5.41
Fidelity Advisor® Floating Rate Hi A LW 0.13 1.80 1.07 3.26 3.93 5.41
DWS Floating Rate A Load Waived 0.10 1.80 0.95 3.43 4.70 7.40
DWS Floating Rate A 0.10 1.80 0.95 3.43 4.70 7.40
Pioneer Floating Rate A Load Waived 0.14 1.79 0.97 3.21 4.34 6.56
Pioneer Floating Rate A 0.14 1.79 0.97 3.21 4.34 6.56
Oppenheimer Senior Floating Rate R 0.30 1.79 1.34 4.39 --- ---
Eaton Vance Floating-Rate & Hi Inc A LW 0.10 1.79 1.00 3.77 4.93 8.01
Eaton Vance Floating-Rate & Hi Inc A 0.10 1.79 1.00 3.77 4.93 8.01
Putnam Floating Rate Income Y 0.21 1.78 1.29 4.30 5.44 7.30
JPMorgan Floating Rate Income A LW 0.02 1.78 0.98 4.08 4.99 ---
JPMorgan Floating Rate Income A 0.02 1.78 0.98 4.08 4.99 ---
Voya Floating Rate W 0.23 1.77 0.96 3.62 5.23 ---
Invesco Floating Rate C 0.19 1.77 1.15 3.74 5.06 7.58
Eaton Vance Floating-Rate & Hi Inc Adv 0.09 1.77 1.12 3.77 4.97 8.01
Franklin Floating Rate Daily Access Adv 0.23 1.76 1.07 3.71 4.39 6.23
First Trust Short Duration High Inc C -0.14 1.76 1.03 3.51 --- ---
Fidelity Advisor® Floating Rate Hi Inc T 0.02 1.76 1.05 3.07 3.79 5.33
Oppenheimer Senior Floating Rate C 0.27 1.75 1.09 3.90 4.68 8.52
Goldman Sachs High Yield Fl Rate Instl 0.01 1.75 1.01 3.41 4.57 ---
Eaton Vance Floating-Rate Advantage B 0.25 1.75 1.18 3.66 5.24 9.10
Lord Abbett Floating Rate C 0.04 1.73 1.03 3.36 4.89 6.25
PL Floating Rate Income C 0.19 1.72 1.03 3.42 --- ---
JHancock Floating Rate Income C 0.18 1.72 0.90 3.39 4.20 6.59
RS Floating Rate C -0.02 1.71 0.91 3.47 4.26 ---
Nuveen Symphony Floating Rate Income C -0.11 1.71 0.86 4.19 6.25 ---
Invesco Floating Rate R6 0.23 1.71 0.97 4.20 --- ---
Dunham Floating Rate Bond N 0.16 1.71 0.99 --- --- ---
Goldman Sachs High Yield Fl Rate IR 0.00 1.70 1.09 3.32 4.51 ---
Credit Suisse Floating Rate Hi Inc B 0.32 1.70 1.04 3.38 4.39 9.60
BlackRock Floating Rate Income Inv C1 0.11 1.69 1.31 3.77 4.40 ---
Virtus Senior Floating Rate C 0.14 1.68 1.04 3.20 4.06 6.18
Transamerica Floating Rate C 0.27 1.68 0.98 --- --- ---
Neuberger Berman Floating Rate Inc Inst 0.11 1.68 1.12 3.23 4.86 ---
Hartford Floating Rate C 0.02 1.67 1.17 3.13 4.26 6.95
BlackRock Floating Rate Income Inv C 0.10 1.66 1.18 3.38 4.09 ---
Putnam Floating Rate Income A LW 0.19 1.65 1.11 4.04 5.14 7.04
Putnam Floating Rate Income A 0.19 1.65 1.11 4.04 5.14 7.04
Hartford Floating Rate B 0.12 1.65 1.16 3.09 4.23 6.89
PIMCO Senior Floating Rate Instl 0.08 1.64 1.05 3.44 4.65 ---
Voya Floating Rate A Load Waived 0.21 1.63 0.90 3.36 4.98 ---
Voya Floating Rate A 0.21 1.63 0.90 3.36 4.98 ---
Franklin Floating Rate Daily Access A LW 0.21 1.62 1.01 3.45 4.13 5.96
Franklin Floating Rate Daily Access A 0.21 1.62 1.01 3.45 4.13 5.96
PIMCO Senior Floating Rate P 0.08 1.59 1.02 3.34 4.55 ---
DoubleLine Floating Rate I 0.27 1.59 1.11 2.99 --- ---
Eaton Vance Floating-Rate Advantage C 0.24 1.58 1.14 3.50 5.06 8.91
Goldman Sachs High Yield Fl Rate A LW -0.02 1.56 1.03 3.07 4.18 ---
Goldman Sachs High Yield Fl Rate A -0.02 1.56 1.03 3.07 4.18 ---
DoubleLine Floating Rate N 0.25 1.56 1.14 2.75 --- ---
Putnam Floating Rate Income B 0.06 1.55 1.06 3.72 4.90 6.74
JHancock Floating Rate Income B 0.06 1.55 0.88 3.29 4.15 6.53
Credit Suisse Floating Rate Hi Inc C 0.17 1.55 0.90 3.08 4.28 9.53
Putnam Floating Rate Income M 0.08 1.52 1.10 3.87 5.05 6.95
Fidelity Advisor® Floating Rate Hi Inc B -0.01 1.51 0.95 2.62 3.35 4.87
Dreyfus Floating Rate Income C 0.06 1.51 0.86 --- --- ---
Dunham Floating Rate Bond A Load Waived 0.04 1.50 0.94 --- --- ---
Dunham Floating Rate Bond A 0.04 1.50 0.94 --- --- ---
Voya Floating Rate R 0.19 1.49 0.94 3.11 4.69 ---
PIMCO Senior Floating Rate D 0.06 1.49 0.97 3.13 4.34 ---
PIMCO Senior Floating Rate A LW 0.06 1.49 0.97 3.13 4.34 ---
PIMCO Senior Floating Rate A 0.06 1.49 0.97 3.13 4.34 ---
Neuberger Berman Floating Rate Inc A LW 0.08 1.47 1.03 2.85 4.47 ---
Neuberger Berman Floating Rate Inc A 0.08 1.47 1.03 2.85 4.47 ---
Eaton Vance Floating-Rate & Hi Inc B 0.03 1.46 0.93 3.00 4.19 7.21
Eaton Vance Floating Rate I 0.20 1.46 1.02 3.24 4.62 7.38
JPMorgan Floating Rate Income C -0.12 1.45 0.77 3.44 4.48 ---
Eaton Vance Floating Rate Adv 0.29 1.43 0.96 3.09 4.40 7.12
Goldman Sachs High Yield Fl Rate R -0.04 1.42 0.97 2.80 3.95 ---
DWS Floating Rate C 0.15 1.42 0.87 2.66 3.94 6.62
Putnam Floating Rate Income R 0.06 1.41 1.05 3.67 4.85 6.75
Franklin Floating Rate Daily Access C 0.17 1.40 0.91 3.04 3.72 5.54
Fidelity Advisor® Floating Rate Hi Inc C -0.03 1.38 0.79 2.39 3.12 4.61
Pioneer Floating Rate C 0.08 1.37 0.78 2.60 3.61 5.76
PIMCO Senior Floating Rate R 0.04 1.37 0.91 2.88 4.08 ---
Eaton Vance Floating-Rate & Hi Inc C 0.03 1.35 0.82 3.00 4.20 7.20
MainStay Floating Rate C 0.24 1.34 1.01 2.52 3.40 5.16
MainStay Floating Rate B 0.13 1.34 0.90 2.52 3.36 5.16
First Investors Floating Rate Instl 0.17 1.34 0.93 --- --- ---
Eaton Vance Floating Rate A Load Waived 0.19 1.34 0.95 3.10 4.38 7.11
Eaton Vance Floating Rate A 0.19 1.34 0.95 3.10 4.38 7.11
Voya Floating Rate C 0.24 1.31 0.81 2.69 4.23 ---
Putnam Floating Rate Income C 0.02 1.27 0.92 3.15 4.38 6.23
First Investors Floating Rate Advisor 0.16 1.25 0.88 --- --- ---
Dunham Floating Rate Bond C 0.01 1.24 0.87 --- --- ---
Goldman Sachs High Yield Fl Rate C -0.08 1.14 0.74 2.29 3.40 ---
PIMCO Senior Floating Rate C 0.00 1.12 0.79 2.36 3.56 ---
First Investors Floating Rate A 0.13 1.10 0.81 --- --- ---
Neuberger Berman Floating Rate Inc C 0.02 1.05 0.84 2.08 3.69 ---
Eaton Vance Floating Rate C 0.23 1.01 0.88 2.32 3.62 6.34
Eaton Vance Floating Rate B 0.12 0.90 0.77 2.32 3.59 6.31
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