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Data through 8/22/2014. 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 -0.15 1.88 0.53 4.11 6.59 6.71
Loomis Sayles Sr Floating Rate and F/I Y 0.02 3.65 0.89 6.25 --- ---
Catalyst/Princeton Floating Rt Inc I 0.00 3.44 0.94 7.07 --- ---
Loomis Sayles Sr Floating Rate and F/I A -0.10 3.41 0.82 5.89 --- ---
Loomis Sayles Sr Floating Rate and A LW -0.10 3.41 0.82 5.89 --- ---
Catalyst/Princeton Floating Rt Inc A LW -0.02 3.31 0.88 6.84 --- ---
Catalyst/Princeton Floating Rt Inc A -0.02 3.31 0.88 6.84 --- ---
BlackRock Secured Credit Portfolio Instl 0.52 3.26 1.15 6.37 6.48 ---
Fidelity® Series Floating Rate High IncF -0.11 3.09 0.70 5.64 --- ---
BlackRock Secured Credit Portfolio Inv A 0.50 3.09 1.19 6.21 6.22 ---
BlackRock Secured Credit Portfolio A LW 0.50 3.09 1.19 6.21 6.22 ---
Hartford Floating Rate High Inc Y -0.09 3.04 0.86 6.22 --- ---
Hartford Floating Rate High Inc R5 -0.09 3.04 0.86 6.22 --- ---
Fidelity® Series Floating Rate High Inc -0.12 3.03 0.68 5.53 --- ---
Hartford Floating Rate High Inc I -0.09 3.01 0.84 6.15 --- ---
Loomis Sayles Sr Floating Rate and F/I C -0.16 2.98 0.63 5.13 --- ---
Hartford Floating Rate High Inc R4 -0.11 2.87 0.78 5.90 --- ---
Hartford Floating Rate High Inc A LW -0.11 2.86 0.78 5.89 --- ---
Hartford Floating Rate High Inc A -0.11 2.86 0.78 5.89 --- ---
Guggenheim Floating Rate Strats Instl 0.11 2.86 0.85 5.38 --- ---
Oppenheimer Senior Floating Rt Pls I -0.31 2.85 0.72 --- --- ---
Oppenheimer Senior Floating Rt Pls Y -0.32 2.82 0.69 --- --- ---
Catalyst/Princeton Floating Rt Inc C 0.01 2.79 0.69 5.98 --- ---
Guggenheim Floating Rate Strategies A LW 0.14 2.74 0.82 5.17 --- ---
Guggenheim Floating Rate Strategies A 0.13 2.74 0.82 5.17 --- ---
Hartford Floating Rate High Inc R3 -0.14 2.69 0.71 5.58 --- ---
Oppenheimer Senior Floating Rt Pls A LW -0.34 2.64 0.62 --- --- ---
Oppenheimer Senior Floating Rt Pls A -0.34 2.64 0.62 --- --- ---
BlackRock Secured Credit Portfolio Inv C 0.44 2.60 0.90 5.31 5.39 ---
Metropolitan West Floating Rate Inc I 0.10 2.59 0.83 5.40 --- ---
Columbia Floating Rate I 0.00 2.58 0.76 4.85 7.75 7.80
Metropolitan West Floating Rate Inc M -0.02 2.46 0.78 5.20 --- ---
First Trust Short Duration High Inc I 0.18 2.46 0.84 5.28 --- ---
Columbia Floating Rate R5 -0.11 2.43 0.75 4.68 7.68 7.75
Hartford Floating Rate High Inc C -0.18 2.41 0.59 5.10 --- ---
Columbia Floating Rate Z -0.12 2.40 0.63 4.61 7.54 ---
Columbia Floating Rate R4 -0.12 2.40 0.74 4.61 --- ---
Columbia Floating Rate A Load Waived -0.14 2.34 0.67 4.35 7.35 7.42
Columbia Floating Rate A -0.14 2.34 0.67 4.35 7.35 7.42
Columbia Floating Rate W -0.14 2.32 0.65 4.35 7.31 7.40
JHancock Floating Rate Income NAV -0.06 2.31 0.78 4.74 7.28 7.14
First Trust Short Duration High Inc A LW 0.16 2.31 0.78 5.02 --- ---
First Trust Short Duration High Inc A 0.16 2.31 0.78 5.02 --- ---
Nuveen Symphony Floating Rate Income I 0.02 2.28 0.68 5.60 9.25 ---
Columbia Floating Rate K -0.13 2.27 0.58 4.42 7.38 7.46
Oppenheimer Senior Floating Rt Pls C -0.31 2.24 0.52 --- --- ---
Invesco Floating Rate R5 0.03 2.24 0.77 4.61 7.68 7.57
JHancock Floating Rate Income R6 -0.07 2.23 0.75 4.62 --- ---
Invesco Floating Rate Y 0.03 2.22 0.77 4.45 7.60 7.54
BlackRock Floating Rate Income Instl -0.14 2.21 0.59 4.43 6.99 ---
PL Floating Rate Income Advisor -0.10 2.20 0.61 4.46 --- ---
Invesco Floating Rate A 0.02 2.20 0.84 4.34 7.37 7.30
Guggenheim Floating Rate Strategies C 0.03 2.20 0.63 4.36 --- ---
Prudential Floating Rate Income Z -0.13 2.19 0.64 4.31 7.09 ---
Invesco Floating Rate A Load Waived 0.01 2.19 0.83 4.32 7.37 7.30
Hartford Floating Rate Y -0.10 2.18 0.69 4.55 7.30 7.40
Columbia Floating Rate R -0.05 2.18 0.61 4.21 7.08 ---
RidgeWorth Seix Floating RT High Inc I -0.15 2.17 0.63 4.35 6.84 6.63
JHancock Floating Rate Income 1 -0.17 2.17 0.66 4.69 7.19 7.07
Credit Suisse Floating Rate Hi Inc Instl -0.09 2.17 0.59 4.12 6.64 9.68
T. Rowe Price Instl Floating Rate F -0.01 2.16 0.65 4.16 6.62 ---
RS Floating Rate Y -0.13 2.16 0.48 4.70 7.14 ---
Lord Abbett Floating Rate I -0.07 2.16 0.66 4.20 7.60 6.70
T. Rowe Price Instl Floating Rate -0.10 2.15 0.68 4.30 6.70 6.55
Nuveen Symphony Floating Rate Income A 0.00 2.15 0.62 5.37 9.00 ---
Nuveen Symphony Floating Rate Incom A LW 0.00 2.15 0.62 5.37 9.00 ---
Hartford Floating Rate I -0.09 2.14 0.57 4.37 7.21 7.34
Voya Floating Rate P -0.02 2.13 0.83 4.15 --- ---
Hartford Floating Rate R5 -0.10 2.13 0.67 4.36 7.23 7.33
Payden Floating Rate Institutional -0.17 2.11 0.34 --- --- ---
JHancock Floating Rate Income I -0.18 2.11 0.64 4.60 7.10 7.00
PL Floating Rate Income I -0.20 2.10 0.61 4.38 8.16 ---
Oppenheimer Senior Floating Rate Y -0.21 2.09 0.63 4.48 7.05 8.70
Lord Abbett Floating Rate F -0.18 2.09 0.53 4.13 7.48 6.57
Virtus Senior Floating Rate I -0.17 2.08 0.49 4.43 6.82 6.57
Highland Floating Rate Opportunities Z -1.00 2.07 1.10 9.07 12.43 11.37
Dreyfus Floating Rate Income Y -0.01 2.06 0.68 --- --- ---
Dreyfus Floating Rate Income I -0.01 2.06 0.68 --- --- ---
PL Floating Rate Income A Load Waived -0.13 2.05 0.64 4.21 --- ---
PL Floating Rate Income A -0.13 2.05 0.64 4.21 --- ---
Prudential Floating Rate Income A -0.24 2.04 0.49 3.96 6.77 ---
Lord Abbett Floating Rate A Load Waived -0.19 2.03 0.50 4.01 7.37 6.47
Lord Abbett Floating Rate A -0.19 2.03 0.50 4.01 7.37 6.47
Prudential Floating Rate Income A LW -0.25 2.02 0.48 3.95 6.76 ---
Credit Suisse Floating Rate Hi Inc A LW 0.04 2.01 0.68 3.99 6.45 9.44
Credit Suisse Floating Rate Hi Inc A 0.04 2.01 0.68 3.99 6.45 9.44
JHancock Floating Rate Income A LW -0.10 2.00 0.66 4.24 6.76 6.60
JHancock Floating Rate Income A -0.10 2.00 0.66 4.24 6.76 6.60
RS Floating Rate A Load Waived -0.15 1.99 0.50 4.56 6.90 ---
RS Floating Rate A -0.15 1.99 0.50 4.56 6.90 ---
RidgeWorth Seix Floating RT High Inc A -0.07 1.97 0.56 4.03 6.56 6.30
RidgeWorth Seix Floating RT High In A LW -0.07 1.97 0.56 4.03 6.56 6.30
Highland Floating Rate Opportunities A -1.03 1.97 1.14 8.69 12.03 11.01
Highland Floating Rate Opportunitie A LW -1.03 1.97 1.14 8.69 12.03 11.01
Hartford Floating Rate A Load Waived -0.11 1.97 0.62 4.09 6.95 7.07
Hartford Floating Rate A -0.12 1.96 0.61 4.08 6.94 7.07
Dreyfus Floating Rate Income A LW 0.03 1.96 0.68 --- --- ---
Dreyfus Floating Rate Income A 0.03 1.96 0.68 --- --- ---
T. Rowe Price Floating Rate -0.14 1.95 0.59 3.78 5.93 ---
Payden Floating Rate Investor -0.18 1.94 0.29 --- --- ---
Oppenheimer Senior Floating Rate A LW -0.22 1.94 0.58 4.23 6.77 8.42
Hartford Floating Rate R4 -0.24 1.94 0.49 4.05 6.88 7.02
Oppenheimer Senior Floating Rate A -0.24 1.93 0.57 4.22 6.77 8.42
Eaton Vance Floating-Rate & Hi Inc Inst -0.10 1.93 0.66 4.15 6.78 7.50
Virtus Senior Floating Rate A LW -0.08 1.92 0.54 4.18 6.55 6.32
Virtus Senior Floating Rate A -0.08 1.92 0.54 4.18 6.55 6.32
Transamerica Floating Rate I -0.25 1.91 0.40 --- --- ---
Payden Floating Rate Adviser -0.20 1.91 0.25 --- --- ---
BlackRock Floating Rate Income Inv A LW -0.28 1.91 0.40 4.02 6.62 6.73
BlackRock Floating Rate Income Inv A -0.28 1.91 0.40 4.02 6.62 6.73
Invesco Floating Rate R -0.01 1.90 0.64 3.93 7.10 6.97
T. Rowe Price Floating Rate Adv -0.15 1.89 0.56 3.68 5.79 ---
JPMorgan Floating Rate Income R6 -0.06 1.89 0.41 --- --- ---
First Trust Short Duration High Inc C 0.10 1.87 0.59 4.24 --- ---
Fidelity® Floating Rate High Income -0.11 1.87 0.46 3.71 5.67 5.23
Deutsche Floating Rate Institutional -0.07 1.87 0.59 3.84 6.65 7.08
Pioneer Floating Rate K -0.11 1.86 0.49 --- --- ---
Pioneer Floating Rate Y -0.11 1.85 0.48 3.53 6.00 6.22
Oppenheimer Senior Floating Rate I -0.22 1.85 0.64 4.59 --- ---
Columbia Floating Rate C -0.20 1.85 0.48 3.57 6.51 6.62
Lord Abbett Floating Rate R3 -0.11 1.84 0.53 3.70 7.10 6.21
JPMorgan Floating Rate Income Select -0.17 1.83 0.39 4.31 7.03 ---
Voya Floating Rate I -0.08 1.80 0.66 3.47 6.90 ---
MainStay Floating Rate I -0.18 1.80 0.55 3.54 5.98 5.69
Eaton Vance Floating-Rate Advantage I -0.21 1.79 0.56 4.03 7.75 8.65
SunAmerica Senior Floating Rate A LW -0.26 1.78 0.47 3.69 6.16 7.15
SunAmerica Senior Floating Rate A -0.26 1.78 0.47 3.69 6.16 7.15
Pioneer Floating Rate Z -0.13 1.77 0.43 3.40 5.86 ---
Lord Abbett Floating Rate R2 -0.12 1.77 0.51 3.71 6.99 6.24
Hartford Floating Rate R3 -0.15 1.77 0.53 3.89 6.63 6.78
Transamerica Floating Rate A LW -0.28 1.75 0.33 --- --- ---
Transamerica Floating Rate A -0.28 1.75 0.33 --- --- ---
Invesco Floating Rate C -0.03 1.74 0.58 3.81 6.80 6.75
Fidelity Advisor® Floating Rate Hi Inc I -0.21 1.74 0.45 3.56 5.62 5.20
Columbia Floating Rate B -0.20 1.74 0.37 3.57 6.51 6.62
Invesco Floating Rate R6 0.02 1.73 0.50 4.25 --- ---
Eaton Vance Floating-Rate Advantage A LW -0.14 1.72 0.59 3.86 7.51 8.40
Eaton Vance Floating-Rate Advantage A -0.14 1.72 0.59 3.86 7.51 8.40
SunAmerica Senior Floating Rate C -0.16 1.70 0.51 3.50 5.85 6.84
JPMorgan Floating Rate Income A LW -0.07 1.70 0.43 4.17 6.78 ---
JPMorgan Floating Rate Income A -0.07 1.70 0.43 4.17 6.78 ---
Eaton Vance Floating-Rate & Hi Inc A LW -0.09 1.70 0.51 3.88 6.45 7.21
Eaton Vance Floating-Rate & Hi Inc A -0.09 1.70 0.51 3.88 6.45 7.21
Voya Floating Rate W -0.08 1.69 0.56 3.47 6.88 ---
Nuveen Symphony Floating Rate Income C -0.02 1.69 0.43 4.57 8.16 ---
Goldman Sachs High Yield Fl Rate Instl -0.07 1.68 0.54 3.51 6.19 ---
Deutsche Floating Rate S -0.19 1.68 0.56 3.69 6.50 6.93
Deutsche Floating Rate A Load Waived -0.11 1.68 0.52 3.52 6.31 6.75
Deutsche Floating Rate A -0.11 1.68 0.52 3.52 6.31 6.75
RS Floating Rate K -0.19 1.67 0.37 4.06 6.35 ---
Franklin Floating Rate Daily Access Adv -0.09 1.67 0.55 3.39 5.98 5.65
Highland Floating Rate Opportunities C -1.07 1.66 1.02 8.30 11.48 10.46
Eaton Vance Floating-Rate & Hi Inc Adv -0.12 1.65 0.59 3.89 6.48 7.22
Pioneer Floating Rate A Load Waived -0.15 1.64 0.40 3.19 5.60 5.91
Pioneer Floating Rate A -0.15 1.64 0.40 3.19 5.60 5.91
Fidelity Advisor® Floating Rate Hi Inc T -0.14 1.63 0.36 3.32 5.27 4.87
Eaton Vance Floating-Rate Advantage Adv -0.24 1.62 0.58 3.75 7.48 8.38
RidgeWorth Seix Floating RT High Inc C -0.23 1.58 0.40 3.41 5.89 5.61
Lord Abbett Floating Rate C -0.15 1.58 0.43 3.30 6.66 5.73
Fidelity Advisor® Floating Rate Hi Inc A -0.23 1.58 0.28 3.31 5.36 4.93
Fidelity Advisor® Floating Rate Hi A LW -0.23 1.58 0.28 3.31 5.36 4.93
PIMCO Senior Floating Rate Instl -0.08 1.56 0.50 3.59 6.08 ---
MainStay Floating Rate Inv -0.30 1.56 0.39 3.19 5.64 5.34
Putnam Floating Rate Income Y -0.23 1.55 0.41 4.17 7.10 6.61
Dunham Floating Rate Bond N -0.16 1.54 0.43 --- --- ---
Voya Floating Rate A Load Waived -0.10 1.53 0.50 3.21 6.63 ---
Voya Floating Rate A -0.10 1.53 0.50 3.21 6.63 ---
Prudential Floating Rate Income C -0.32 1.53 0.29 3.17 5.96 ---
MainStay Floating Rate A Load Waived -0.31 1.52 0.38 3.17 5.68 5.40
MainStay Floating Rate A -0.31 1.52 0.38 3.17 5.68 5.40
Credit Suisse Floating Rate Hi Inc C -0.03 1.52 0.48 3.22 5.59 8.63
Credit Suisse Floating Rate Hi Inc B -0.17 1.52 0.34 3.22 5.65 8.63
Goldman Sachs High Yield Fl Rate IR -0.18 1.51 0.41 3.31 6.13 ---
Franklin Floating Rate Daily Access A LW -0.11 1.51 0.49 3.25 5.71 5.41
Franklin Floating Rate Daily Access A -0.11 1.51 0.49 3.25 5.71 5.41
PIMCO Senior Floating Rate P -0.09 1.50 0.47 3.48 5.97 ---
Neuberger Berman Floating Rate Inc Inst -0.17 1.50 0.35 3.43 6.67 ---
RS Floating Rate C -0.21 1.49 0.21 3.64 6.04 ---
Oppenheimer Senior Floating Rate B -0.39 1.49 0.33 3.67 6.14 7.73
Hartford Floating Rate C -0.19 1.48 0.42 3.31 6.16 6.26
Eaton Vance Floating-Rate Advantage B -0.27 1.48 0.49 3.49 7.10 8.04
Hartford Floating Rate B -0.18 1.46 0.41 3.39 6.13 6.23
Oppenheimer Senior Floating Rate C -0.29 1.45 0.39 3.48 6.18 7.85
JHancock Floating Rate Income C -0.26 1.45 0.38 3.55 5.96 5.84
DoubleLine Floating Rate I -0.16 1.44 0.50 2.86 --- ---
PL Floating Rate Income C -0.29 1.43 0.36 3.37 --- ---
Virtus Senior Floating Rate C -0.26 1.42 0.23 3.38 5.74 5.54
Dreyfus Floating Rate Income C -0.09 1.42 0.41 --- --- ---
BlackRock Floating Rate Income Inv C -0.25 1.41 0.21 3.24 5.82 ---
Putnam Floating Rate Income A LW -0.25 1.40 0.34 3.80 6.80 6.32
Putnam Floating Rate Income A -0.25 1.40 0.34 3.80 6.80 6.32
Oppenheimer Senior Floating Rate R -0.39 1.40 0.38 3.97 --- ---
Putnam Floating Rate Income B -0.16 1.39 0.41 3.70 6.64 6.07
JHancock Floating Rate Income B -0.16 1.39 0.46 3.44 5.96 5.82
PIMCO Senior Floating Rate D -0.11 1.38 0.42 3.28 5.76 ---
PIMCO Senior Floating Rate A LW -0.11 1.38 0.42 3.28 5.76 ---
PIMCO Senior Floating Rate A -0.11 1.38 0.42 3.28 5.76 ---
DoubleLine Floating Rate N -0.18 1.38 0.43 2.71 --- ---
Voya Floating Rate R -0.12 1.37 0.44 2.96 6.37 ---
Putnam Floating Rate Income M -0.14 1.37 0.33 3.86 6.75 6.28
Eaton Vance Floating Rate I -0.10 1.37 0.52 3.14 6.06 6.63
Goldman Sachs High Yield Fl Rate A LW -0.21 1.35 0.35 3.06 5.79 ---
Goldman Sachs High Yield Fl Rate A -0.21 1.35 0.35 3.06 5.79 ---
Fidelity Advisor® Floating Rate Hi Inc B -0.17 1.34 0.26 2.88 4.81 4.38
BlackRock Floating Rate Income Inv C1 -0.35 1.34 0.23 3.47 6.10 ---
Transamerica Floating Rate C -0.35 1.33 0.32 --- --- ---
JPMorgan Floating Rate Income C -0.13 1.32 0.20 3.51 6.23 ---
Dunham Floating Rate Bond A Load Waived -0.18 1.31 0.28 --- --- ---
Dunham Floating Rate Bond A -0.18 1.31 0.28 --- --- ---
Eaton Vance Floating-Rate Advantage C -0.28 1.29 0.36 3.23 6.93 7.85
Eaton Vance Floating-Rate & Hi Inc B -0.18 1.29 0.41 3.12 5.68 6.43
Neuberger Berman Floating Rate Inc A LW -0.21 1.26 0.26 3.05 6.28 ---
Neuberger Berman Floating Rate Inc A -0.21 1.26 0.26 3.05 6.28 ---
Putnam Floating Rate Income R -0.16 1.25 0.39 3.65 6.58 6.08
Franklin Floating Rate Daily Access C -0.15 1.25 0.39 2.72 5.29 4.97
PIMCO Senior Floating Rate R -0.13 1.24 0.36 3.02 5.50 ---
Goldman Sachs High Yield Fl Rate R -0.22 1.19 0.29 2.80 5.56 ---
Fidelity Advisor® Floating Rate Hi Inc C -0.19 1.19 0.20 2.64 4.58 4.15
Eaton Vance Floating Rate Adv -0.24 1.19 0.44 2.87 5.79 6.34
Deutsche Floating Rate C -0.24 1.18 0.33 2.68 5.53 5.96
Pioneer Floating Rate C -0.21 1.16 0.21 2.44 4.87 5.11
Eaton Vance Floating-Rate & Hi Inc C -0.18 1.16 0.29 3.11 5.69 6.41
Eaton Vance Floating Rate A Load Waived -0.22 1.12 0.35 2.89 5.77 6.36
Eaton Vance Floating Rate A -0.22 1.12 0.35 2.89 5.77 6.36
First Investors Floating Rate Instl -0.23 1.11 0.32 --- --- ---
MainStay Floating Rate C -0.26 1.07 0.30 2.53 4.89 4.58
MainStay Floating Rate B -0.26 1.07 0.20 2.42 4.89 4.58
Voya Floating Rate C -0.26 1.05 0.31 2.44 5.84 ---
First Investors Floating Rate Advisor -0.24 1.00 0.28 --- --- ---
Putnam Floating Rate Income C -0.31 0.96 0.16 3.02 6.03 5.54
Goldman Sachs High Yield Fl Rate C -0.17 0.96 0.15 2.38 5.04 ---
PIMCO Senior Floating Rate C -0.17 0.95 0.23 2.51 4.98 ---
First Investors Floating Rate A -0.17 0.93 0.30 --- --- ---
Dunham Floating Rate Bond C -0.32 0.92 0.24 --- --- ---
Neuberger Berman Floating Rate Inc C -0.27 0.78 0.07 2.28 5.48 ---
Eaton Vance Floating Rate C -0.30 0.71 0.26 2.11 5.01 5.56
Eaton Vance Floating Rate B -0.20 0.70 0.25 2.10 5.01 5.59
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