Welcome! Please Log In
Search
Data through 2/16/2018. 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 0.35 0.77 1.38 3.69 3.64 3.31
Franklin Floating Rate Daily Access R6 0.84 1.30 1.32 3.35 4.19 ---
Franklin Floating Rate Daily Access Adv 0.72 1.29 1.30 3.26 4.11 3.56
Franklin Floating Rate Daily Access A 0.81 1.26 1.23 3.01 3.85 3.33
Franklin Floating Rate Daily Access C 0.78 1.21 1.13 2.62 3.44 2.90
Columbia Floating Rate Inst3 0.46 1.19 1.91 4.85 --- ---
Prudential Floating Rate Income Q 0.66 1.18 2.01 5.15 --- ---
Columbia Floating Rate Inst 0.46 1.18 1.88 4.76 4.53 4.11
Prudential Floating Rate Income Z 0.66 1.17 2.00 5.10 4.58 4.01
Eaton Vance Floating-Rate Advantage Adv 0.70 1.16 1.78 5.14 5.01 4.25
Eaton Vance Floating-Rate Advantage A 0.70 1.16 1.78 5.23 5.04 4.27
Catalyst Floating Rate Income I 0.02 1.16 2.30 7.14 3.85 3.96
Columbia Floating Rate K 0.44 1.15 1.94 4.53 4.31 3.91
Columbia Floating Rate A 0.44 1.15 1.82 4.49 4.26 3.85
Oppenheimer Senior Floating Rt Pls A 0.50 1.14 2.39 3.88 4.31 ---
Catalyst Floating Rate Income A -0.01 1.14 2.23 6.76 3.54 3.68
Eaton Vance Floating-Rate Advantage B 0.66 1.11 1.69 4.86 4.68 3.90
Columbia Floating Rate R 0.41 1.11 1.75 4.23 4.00 3.60
Eaton Vance Floating-Rate Advantage I 0.72 1.10 1.85 5.40 5.27 4.51
Oppenheimer Senior Floating Rt Pls I 0.54 1.07 2.48 4.35 4.79 ---
Columbia Floating Rate Inst2 0.46 1.07 1.89 4.67 4.57 4.17
Columbia Floating Rate Adv 0.46 1.07 1.88 4.65 4.49 ---
Oppenheimer Senior Floating Rt Pls Y 0.53 1.06 2.45 4.14 4.57 ---
American Beacon Sound Point FlRtIn Y 0.56 1.06 1.61 5.08 --- ---
Prudential Floating Rate Income A 0.63 1.04 1.93 4.72 4.30 3.76
Columbia Floating Rate T 0.44 1.04 1.81 4.44 4.25 3.84
American Beacon Sound Point FlRtIn Inv 0.55 1.04 1.57 4.91 --- ---
Ziegler Floating Rate Institutional 0.60 1.03 1.74 5.52 --- ---
Invesco Floating Rate R6 0.57 1.03 1.74 4.28 4.23 3.90
Oppenheimer Senior Floating Rate A 0.47 1.02 2.32 3.91 4.71 4.14
Invesco Floating Rate Y 0.57 1.02 1.72 4.21 4.22 3.86
American Beacon Sound Point FlRtIn SP 0.63 1.02 1.54 4.94 5.50 ---
Ziegler Floating Rate A 0.58 1.01 1.71 5.23 --- ---
Putnam Floating Rate Income A 0.51 1.01 1.62 3.85 3.55 3.28
Lord Abbett Floating Rate R6 0.47 1.01 1.70 4.40 --- ---
Voya Floating Rate P 0.59 1.00 1.55 4.17 4.31 ---
Lord Abbett Floating Rate R5 0.36 1.00 1.68 4.34 --- ---
Lord Abbett Floating Rate I 0.35 1.00 1.68 4.21 4.75 4.20
JPMorgan Floating Rate Income R6 0.36 1.00 1.61 3.42 3.11 ---
Eaton Vance Floating-Rate Advantage C 0.65 1.00 1.56 4.61 4.49 3.74
Lord Abbett Floating Rate F 0.45 0.99 1.65 4.22 4.69 4.14
JPMorgan Floating Rate Income I 0.35 0.99 1.59 3.32 3.04 2.97
Invesco Floating Rate A 0.54 0.98 1.65 3.95 3.97 3.61
Catalyst Floating Rate Income C -0.07 0.98 2.03 5.99 2.78 2.89
Barings Global Floating Rate Y 0.70 0.98 1.53 4.32 5.01 ---
Barings Global Floating Rate I 0.71 0.98 1.53 4.32 5.02 ---
Lord Abbett Floating Rate R4 0.44 0.97 1.62 4.07 --- ---
Lord Abbett Floating Rate A 0.45 0.97 1.63 4.12 4.58 4.03
Loomis Sayles Sr Floating Rate and F/I Y 0.36 0.97 1.84 5.21 5.10 4.68
Loomis Sayles Sr Floating Rate and F/I N 0.37 0.97 1.85 --- --- ---
Eaton Vance Floating Rate Adv 0.59 0.97 1.53 4.28 4.27 3.50
American Beacon Sound Point FlRtIn Instl 0.57 0.97 1.52 5.11 5.82 5.92
Virtus Seix Floating Rate High Inc R6 0.52 0.96 1.63 4.17 4.50 ---
Hartford Floating Rate High Inc Y 0.59 0.96 1.77 5.13 5.12 4.21
Hartford Floating Rate High Inc R5 0.49 0.96 1.77 5.01 5.45 4.41
Hartford Floating Rate High Inc I 0.48 0.96 1.75 4.96 5.03 4.15
Hartford Floating Rate High Inc F 0.49 0.96 1.77 --- --- ---
Virtus Newfleet Senior Floating Rate R6 0.44 0.95 1.66 3.77 --- ---
Virtus Newfleet Senior Floating Rate I 0.54 0.95 1.64 3.71 3.76 3.49
Oppenheimer Senior Floating Rate I 0.51 0.95 2.41 4.25 5.05 4.48
Invesco Floating Rate R 0.52 0.95 1.58 3.69 3.66 3.32
Eaton Vance Floating Rate A 0.58 0.95 1.51 4.26 4.25 3.51
Virtus Seix Floating Rate High Inc I 0.40 0.94 1.49 4.07 4.34 3.86
Columbia Floating Rate C 0.37 0.94 1.63 3.72 3.49 3.06
Barings Global Floating Rate A 0.68 0.94 1.46 3.63 4.59 ---
Putnam Floating Rate Income Y 0.41 0.93 1.56 4.11 3.77 3.52
Prudential Floating Rate Income C 0.56 0.93 1.74 3.94 3.52 2.95
Oppenheimer Senior Floating Rate Y 0.50 0.93 2.26 4.17 4.97 4.40
Lord Abbett Floating Rate R3 0.31 0.93 1.55 3.70 4.25 3.71
Oppenheimer Senior Floating Rt Pls C 0.43 0.92 2.18 2.94 3.44 ---
Lord Abbett Floating Rate R2 0.41 0.92 1.52 3.71 4.18 3.60
Hartford Floating Rate High Inc R4 0.46 0.92 1.59 4.60 4.79 3.89
Hartford Floating Rate High Inc A 0.46 0.92 1.59 4.59 4.77 3.87
American Beacon Sound Point FlRtIn C 0.56 0.92 1.34 3.99 --- ---
American Beacon Sound Point FlRtIn A 0.53 0.92 1.43 4.70 --- ---
Voya Floating Rate W 0.54 0.91 1.38 3.47 3.61 3.50
Voya Floating Rate I 0.43 0.91 1.28 3.48 3.62 3.49
Virtus Newfleet Senior Floating Rate A 0.52 0.91 1.58 3.45 3.50 3.23
Hartford Floating Rate Y 0.50 0.91 1.63 4.50 4.57 3.82
Hartford Floating Rate R5 0.38 0.91 1.63 4.48 4.53 3.76
Fidelity® Series Floating Rate Hi Inc 0.40 0.91 1.78 4.85 3.94 3.78
Virtus Seix Floating Rate High Inc A 0.37 0.90 1.41 3.75 4.03 3.55
Hartford Floating Rate I 0.38 0.90 1.62 4.47 4.51 3.75
Putnam Floating Rate Income M 0.38 0.89 1.48 3.79 3.46 3.20
Eaton Vance Floating Rate I 0.50 0.89 1.48 4.54 4.49 3.76
Voya Floating Rate A 0.51 0.88 1.32 3.21 3.32 3.22
Principal Dynamic Fltng Rt Hi Inc Instl 0.34 0.88 1.59 3.91 3.85 ---
Lord Abbett Floating Rate C 0.27 0.88 1.35 3.34 3.89 3.34
Invesco Floating Rate R5 0.43 0.88 1.72 4.04 4.17 3.84
Hartford Floating Rate High Inc R3 0.43 0.88 1.51 4.28 4.49 3.59
Ziegler Floating Rate C 0.48 0.87 1.49 4.44 --- ---
Putnam Floating Rate Income B 0.37 0.87 1.56 3.64 3.30 3.05
Hartford Floating Rate A 0.36 0.87 1.55 4.19 4.23 3.47
Putnam Floating Rate Income R 0.36 0.86 1.43 3.58 3.25 3.00
Oppenheimer Senior Floating Rate R 0.45 0.86 2.13 3.65 4.45 3.85
JPMorgan Floating Rate Income A 0.33 0.86 1.41 3.05 2.74 2.70
Eaton Vance Floating Rate C 0.51 0.86 1.33 3.50 3.49 2.75
Voya Floating Rate R 0.49 0.85 1.26 2.95 3.06 2.97
Loomis Sayles Sr Floating Rate and F/I A 0.34 0.85 1.67 4.95 4.85 4.40
Pacific Funds Floating Rate Income Adv 0.54 0.84 1.35 4.17 4.66 3.92
Barings Global Floating Rate C 0.61 0.84 1.27 3.28 3.95 ---
AIG Senior Floating Rate A 0.44 0.84 1.53 3.86 4.06 3.47
Shenkman Floating Rate High Income Instl 0.32 0.83 1.45 3.94 3.70 ---
Shenkman Floating Rate High Income F 0.31 0.83 1.33 --- --- ---
Oppenheimer Senior Floating Rate B 0.42 0.83 2.18 3.38 4.19 3.57
Hartford Floating Rate R3 0.33 0.83 1.48 3.91 3.96 3.19
Virtus Seix Floating Rate High Inc C 0.32 0.82 1.26 3.13 3.42 2.93
JPMorgan Floating Rate Income C 0.29 0.82 1.29 2.55 2.23 2.19
Hartford Floating Rate High Inc C 0.39 0.82 1.39 3.81 3.95 3.10
Goldman Sachs High Yield Fl Rate Instl 0.31 0.82 1.44 3.74 3.53 3.30
Virtus Newfleet Senior Floating Rate C 0.45 0.81 1.38 2.67 2.72 2.46
Goldman Sachs High Yield Fl Rate Inv 0.30 0.81 1.42 3.65 3.40 3.21
Eaton Vance Floating-Rate & Hi Inc Inst 0.29 0.81 1.44 4.59 4.63 4.02
MainStay Floating Rate I 0.41 0.80 1.32 4.16 4.00 3.43
Hartford Floating Rate F 0.39 0.80 1.64 --- --- ---
BlackRock Floating Rate Income Instl 0.42 0.80 1.32 3.92 4.05 3.84
Victory Floating Rate Y 0.24 0.79 1.67 4.28 4.16 3.48
Putnam Floating Rate Income C 0.31 0.79 1.42 3.06 2.73 2.48
Oppenheimer Senior Floating Rate C 0.28 0.79 2.00 3.00 3.93 3.37
Loomis Sayles Sr Floating Rate and F/I C 0.28 0.79 1.57 4.18 4.08 3.63
Fidelity® Floating Rate High Income 0.32 0.79 1.52 4.14 3.98 3.35
Eaton Vance Floating Rate R6 0.46 0.79 1.56 4.54 --- ---
Voya Floating Rate C 0.35 0.78 1.03 2.33 2.54 2.45
Principal Dynamic Fltng Rt Hi Inc A 0.24 0.78 1.38 3.55 3.49 ---
Pioneer Floating Rate Y 0.47 0.78 1.39 3.89 3.86 3.47
Invesco Floating Rate C 0.36 0.78 1.52 3.41 3.40 3.06
First Investors Floating Rate Instl 0.33 0.78 1.21 3.78 3.57 ---
Fidelity Advisor® Floating Rate Hi Inc I 0.32 0.78 1.50 4.08 3.92 3.30
Eaton Vance Floating-Rate & Hi Inc Adv 0.38 0.78 1.37 4.32 4.37 3.78
MainStay Floating Rate B 0.42 0.77 1.16 3.18 2.99 2.42
Hartford Floating Rate C 0.40 0.77 1.36 3.42 3.47 2.72
Goldman Sachs High Yield Fl Rate A 0.28 0.77 1.36 3.39 3.17 2.97
Victory Floating Rate A 0.22 0.76 1.62 4.06 3.89 3.25
Transamerica Floating Rate I 0.26 0.76 1.26 3.80 4.25 ---
MainStay Floating Rate Inv 0.39 0.76 1.36 3.96 3.76 3.19
MainStay Floating Rate A 0.38 0.76 1.37 4.00 3.78 3.19
Fidelity Advisor® Floating Rate Hi Inc M 0.30 0.76 1.45 3.84 3.62 2.98
Fidelity Advisor® Floating Rate Hi Inc A 0.30 0.76 1.45 3.73 3.69 3.03
Eaton Vance Floating-Rate & Hi Inc A 0.28 0.76 1.35 4.31 4.37 3.76
BlackRock Floating Rate Income Inv C 0.32 0.76 1.06 2.95 2.98 2.79
BlackRock Floating Rate Income Inv A 0.39 0.76 1.25 3.60 3.72 3.54
Hartford Floating Rate R4 0.36 0.75 1.55 4.17 4.22 3.43
Eaton Vance Floating Rate B 0.40 0.75 1.22 3.50 3.45 2.73
DoubleLine Floating Rate I 0.34 0.75 1.28 4.18 3.34 3.18
AIG Senior Floating Rate W 0.46 0.75 1.59 --- --- ---
Transamerica Floating Rate T1 0.24 0.74 1.21 --- --- ---
Pacific Funds Floating Rate Income I 0.45 0.74 1.26 4.03 4.69 3.92
Lord Abbett Floating Rate F3 0.41 0.74 1.63 --- --- ---
Goldman Sachs High Yield Fl Rate R 0.26 0.74 1.29 3.14 2.89 2.70
Dreyfus Floating Rate Income Y 0.24 0.74 1.21 3.70 3.42 ---
Delaware Floating Rate Instl 0.44 0.74 1.31 4.08 2.45 1.92
T. Rowe Price Instl Floating Rate 0.44 0.73 1.26 3.95 4.24 3.96
Lord Abbett Floating Rate T 0.40 0.73 1.58 --- --- ---
First Investors Floating Rate A 0.30 0.73 1.11 3.40 3.15 ---
Credit Suisse Floating Rate Hi Inc Instl 0.41 0.73 1.23 4.14 4.88 4.16
Pacific Funds Floating Rate Income A 0.42 0.72 1.29 3.82 4.38 3.63
Metropolitan West Floating Rate Inc M 0.35 0.71 1.26 3.69 3.58 ---
MainStay Floating Rate R3 0.35 0.71 1.16 3.51 --- ---
Delaware Floating Rate A 0.42 0.71 1.24 3.82 2.16 1.67
Deutsche Floating Rate R6 0.34 0.70 1.13 2.35 1.20 ---
Deutsche Floating Rate Institutional 0.34 0.70 1.01 2.34 1.11 1.64
Victory Floating Rate R 0.17 0.69 1.48 3.48 3.34 2.72
Goldman Sachs High Yield Fl Rate R6 0.38 0.69 --- --- --- ---
Deutsche Floating Rate S 0.33 0.69 0.99 2.23 1.04 1.54
Credit Suisse Floating Rate Hi Inc A 0.39 0.69 1.16 4.03 4.67 3.93
Deutsche Floating Rate A 0.32 0.68 0.95 2.08 0.89 1.41
AIG Senior Floating Rate C 0.41 0.68 1.33 3.55 3.70 3.13
Goldman Sachs High Yield Fl Rate C 0.21 0.67 1.16 2.61 2.40 2.18
Eaton Vance Floating-Rate & Hi Inc C 0.20 0.67 1.18 3.54 3.59 2.99
Eaton Vance Floating-Rate & Hi Inc B 0.31 0.67 1.18 3.55 3.59 3.01
Delaware Floating Rate R 0.40 0.67 1.17 3.55 1.94 1.42
BlackRock Floating Rate Income K 0.38 0.67 1.38 3.99 --- ---
Victory Floating Rate C 0.15 0.66 1.41 3.23 3.06 2.43
Pacific Funds Floating Rate Income C 0.46 0.66 1.11 3.11 3.63 2.89
MainStay Floating Rate C 0.31 0.66 1.06 3.07 2.95 2.39
First Investors Floating Rate Advisor 0.21 0.66 1.06 3.53 3.34 ---
Fidelity Advisor® Floating Rate Hi Inc C 0.23 0.66 1.26 3.07 2.91 2.28
Dunham Floating Rate Bond N 0.25 0.66 1.12 3.04 3.27 ---
Neuberger Berman Floating Rate Inc Inst 0.27 0.65 1.25 3.90 3.48 3.25
Dreyfus Floating Rate Income I 0.24 0.65 1.21 3.60 3.40 ---
Pioneer Floating Rate C 0.38 0.64 1.27 2.79 2.74 2.36
Metropolitan West Floating Rate Inc I 0.27 0.64 1.21 3.79 3.76 ---
Guggenheim Floating Rate Strats Instl 0.32 0.64 1.10 3.79 4.04 4.26
Dunham Floating Rate Bond A 0.33 0.64 1.16 2.91 3.05 ---
Transamerica Floating Rate C 0.27 0.63 1.00 2.78 3.33 ---
Transamerica Floating Rate A 0.24 0.63 1.19 3.55 4.07 ---
Nuveen Symphony Floating Rate Income I 0.32 0.63 1.48 3.25 3.67 4.10
Dreyfus Floating Rate Income A 0.21 0.63 1.14 3.37 3.12 ---
Nuveen Symphony Floating Rate Income R6 0.32 0.62 1.47 3.36 3.76 ---
DoubleLine Floating Rate N 0.32 0.62 1.22 3.81 3.04 2.94
T. Rowe Price Instl Floating Rate F 0.32 0.61 1.23 3.84 4.08 3.81
Penn Capital Defensive Fltng Rt Inc Inst 0.31 0.61 1.27 3.89 --- ---
Nuveen Symphony Floating Rate Income A 0.30 0.61 1.41 3.01 3.42 3.83
BlackRock Floating Rate Income Inv C1 0.31 0.61 1.19 3.07 3.23 3.06
Pioneer Floating Rate A 0.30 0.60 1.32 3.57 3.50 3.08
Neuberger Berman Floating Rate Inc C 0.27 0.60 0.96 2.74 2.33 2.11
Neuberger Berman Floating Rate Inc A 0.24 0.60 1.16 3.51 3.13 2.87
Guggenheim Floating Rate Strats P 0.29 0.60 1.04 3.54 --- ---
Guggenheim Floating Rate Strats A 0.29 0.60 1.04 3.58 3.80 4.01
Dunham Floating Rate Bond C 0.29 0.60 1.04 2.40 2.53 ---
Delaware Floating Rate C 0.35 0.60 1.04 3.04 1.44 0.92
T. Rowe Price Floating Rate I 0.30 0.59 1.10 3.55 --- ---
Nuveen Symphony Floating Rate Income C 0.28 0.59 1.27 2.28 2.66 3.06
JHancock Floating Rate Income R6 -0.08 0.59 1.37 2.09 3.28 2.92
JHancock Floating Rate Income NAV -0.08 0.59 1.38 2.10 3.28 2.96
JHancock Floating Rate Income 1 -0.09 0.59 1.36 2.05 3.23 2.91
Federated Floating Rate Strat Inc Instl 0.13 0.59 1.04 3.49 3.99 3.55
Eaton Vance Floating-Rate & Hi Inc R6 0.36 0.59 1.41 4.55 --- ---
Credit Suisse Floating Rate Hi Inc C 0.31 0.59 0.96 3.25 3.88 3.16
Payden Floating Rate SI 0.18 0.58 0.99 3.13 3.74 ---
JHancock Floating Rate Income I 0.03 0.58 1.47 2.11 3.17 2.86
Federated Floating Rate Strat Inc R6 0.15 0.56 1.01 3.46 --- ---
Dreyfus Floating Rate Income C 0.23 0.56 1.01 2.63 2.37 ---
JHancock Floating Rate Income A -0.11 0.55 1.29 1.71 2.86 2.51
Federated Floating Rate Strat Inc A 0.10 0.55 0.96 3.13 3.63 3.18
Guggenheim Floating Rate Strats C 0.22 0.51 0.85 2.81 3.03 3.23
Power Floating Rate Index I 0.20 0.50 --- --- --- ---
Deutsche Floating Rate C 0.25 0.49 0.76 1.33 0.11 0.64
T. Rowe Price Floating Rate 0.19 0.47 1.07 3.43 3.85 3.49
Payden Floating Rate Investor 0.17 0.47 0.96 3.03 3.63 ---
Federated Floating Rate Strat Inc C 0.05 0.47 0.79 2.46 2.97 ---
JHancock Floating Rate Income C -0.06 0.45 1.21 1.10 2.14 1.81
JHancock Floating Rate Income B -0.06 0.45 1.21 1.09 2.17 1.79
First Trust Short Duration High Inc A -0.17 0.45 1.01 3.70 3.41 3.71
T. Rowe Price Floating Rate Adv 0.17 0.44 1.02 3.33 3.75 3.36
First Trust Short Duration High Inc I -0.15 0.43 1.08 3.98 3.81 4.05
Power Floating Rate Index A 0.00 0.40 --- --- --- ---
Leader Floating Rate Investor 0.28 0.36 0.53 2.47 --- ---
PIMCO Senior Floating Rate Instl 0.14 0.34 1.03 3.95 3.49 3.27
PIMCO Senior Floating Rate P 0.13 0.33 1.01 3.85 3.38 3.17
Leader Floating Rate Institutional 0.21 0.33 0.64 2.88 --- ---
PIMCO Senior Floating Rate D 0.12 0.32 0.95 3.64 3.18 2.96
PIMCO Senior Floating Rate A 0.12 0.32 0.95 3.64 3.18 2.96
Power Floating Rate Index C 0.00 0.30 --- --- --- ---
First Trust Short Duration High Inc C -0.24 0.30 0.82 2.87 2.65 2.93
PIMCO Senior Floating Rate C 0.05 0.26 0.76 2.87 2.41 2.20
Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store RSS feed
© Copyright 2018 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Content Partnersblack arrow