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Data through 4/23/2014. 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 -0.09 0.76 0.24 3.51 4.56 9.65
Loomis Sayles Sr Floating Rate and F/I Y 0.23 2.05 1.19 5.44 --- ---
Loomis Sayles Sr Floating Rate and F/I A 0.21 1.89 1.13 5.19 --- ---
Loomis Sayles Sr Floating Rate and A LW 0.21 1.89 1.13 5.19 --- ---
Loomis Sayles Sr Floating Rate and F/I C 0.15 1.72 0.96 4.36 --- ---
Fidelity® Series Floating Rate High IncF 0.45 1.72 0.95 5.04 --- ---
Fidelity® Series Floating Rate High Inc 0.44 1.69 0.93 4.93 --- ---
Catalyst/Princeton Floating Rt Inc I 0.11 1.68 0.91 6.19 --- ---
Catalyst/Princeton Floating Rt Inc A LW -0.01 1.53 0.76 5.87 --- ---
Catalyst/Princeton Floating Rt Inc A -0.01 1.53 0.76 5.87 --- ---
Guggenheim Floating Rate Strats Instl 0.04 1.39 0.71 4.81 --- ---
Guggenheim Floating Rate Strategies A LW 0.02 1.32 0.65 4.52 --- ---
Guggenheim Floating Rate Strategies A 0.02 1.32 0.65 4.52 --- ---
Hartford Floating Rate High Inc Y 0.11 1.31 0.74 4.84 --- ---
Hartford Floating Rate High Inc R5 0.11 1.31 0.74 4.84 --- ---
Hartford Floating Rate High Inc I 0.11 1.29 0.73 4.78 --- ---
Catalyst/Princeton Floating Rt Inc C -0.06 1.29 0.62 5.14 --- ---
BlackRock Secured Credit Portfolio Instl 0.06 1.28 0.62 4.36 6.41 ---
Metropolitan West Floating Rate Inc I 0.12 1.27 0.57 --- --- ---
Oppenheimer Senior Floating Rt Pls Y 0.00 1.26 0.55 --- --- ---
Oppenheimer Senior Floating Rt Pls I 0.01 1.25 0.56 --- --- ---
Hartford Floating Rate High Inc R4 0.09 1.23 0.67 4.43 --- ---
Hartford Floating Rate High Inc A LW 0.09 1.23 0.67 4.52 --- ---
Hartford Floating Rate High Inc A 0.09 1.23 0.67 4.52 --- ---
Metropolitan West Floating Rate Inc M 0.10 1.20 0.52 --- --- ---
BlackRock Secured Credit Portfolio Inv A 0.04 1.20 0.65 4.09 6.14 ---
BlackRock Secured Credit Portfolio A LW 0.04 1.20 0.65 4.09 6.14 ---
JHancock Floating Rate Income NAV 0.08 1.18 0.57 3.87 5.02 9.74
Oppenheimer Senior Floating Rt Pls A LW -0.02 1.17 0.48 --- --- ---
Oppenheimer Senior Floating Rt Pls A -0.02 1.17 0.48 --- --- ---
Hartford Floating Rate High Inc R3 0.06 1.16 0.59 4.12 --- ---
JHancock Floating Rate Income R6 0.07 1.14 0.54 3.76 --- ---
Credit Suisse Floating Rate Hi Inc Instl 0.04 1.11 0.44 3.64 4.98 13.93
Guggenheim Floating Rate Strategies C -0.05 1.08 0.50 3.77 --- ---
JHancock Floating Rate Income 1 -0.04 1.05 0.45 3.71 4.93 9.67
Nuveen Symphony Floating Rate Income I 0.16 1.04 0.57 5.91 --- ---
Hartford Floating Rate High Inc C 0.02 1.04 0.48 3.74 --- ---
Payden Floating Rate Investor 0.08 1.03 0.53 --- --- ---
Payden Floating Rate Institutional -0.02 1.03 0.53 --- --- ---
Oppenheimer Senior Floating Rt Pls C -0.09 1.03 0.29 --- --- ---
JHancock Floating Rate Income I -0.04 1.03 0.43 3.63 4.85 9.61
Columbia Floating Rate I -0.05 1.03 0.46 4.37 5.20 10.84
RS Floating Rate Y -0.11 1.02 0.37 3.84 5.07 ---
PL Floating Rate Income Advisor -0.04 1.02 0.35 3.85 --- ---
JHancock Floating Rate Income A LW 0.03 1.02 0.45 3.35 4.50 9.19
JHancock Floating Rate Income A 0.03 1.02 0.45 3.35 4.50 9.19
Columbia Floating Rate W 0.02 1.02 0.47 4.12 4.83 10.42
Columbia Floating Rate A Load Waived 0.02 1.02 0.48 4.09 4.81 10.44
Columbia Floating Rate A 0.02 1.02 0.48 4.09 4.81 10.44
Prudential Floating Rate Income Z -0.06 1.01 0.46 3.62 5.03 ---
Columbia Floating Rate R5 -0.06 1.01 0.44 4.43 5.16 10.80
Nuveen Symphony Floating Rate Income A 0.09 0.99 0.51 5.61 --- ---
Nuveen Symphony Floating Rate Incom A LW 0.09 0.99 0.51 5.61 --- ---
Columbia Floating Rate Z -0.06 0.99 0.43 4.24 5.03 ---
Columbia Floating Rate R4 0.04 0.99 0.43 4.24 --- ---
BlackRock Secured Credit Portfolio Inv C -0.03 0.97 0.37 3.33 5.36 ---
RS Floating Rate A Load Waived -0.03 0.96 0.31 3.61 4.83 ---
RS Floating Rate A -0.03 0.96 0.31 3.61 4.83 ---
PL Floating Rate Income A Load Waived -0.06 0.96 0.39 3.60 --- ---
PL Floating Rate Income A -0.06 0.96 0.39 3.60 --- ---
Payden Floating Rate Adviser -0.05 0.96 0.36 --- --- ---
Virtus Senior Floating Rate I -0.04 0.95 0.31 3.57 4.80 9.10
Lord Abbett Floating Rate F -0.01 0.95 0.37 3.80 5.37 8.74
Prudential Floating Rate Income A LW -0.18 0.94 0.30 3.26 4.74 ---
Prudential Floating Rate Income A -0.18 0.94 0.30 3.26 4.74 ---
Columbia Floating Rate R 0.00 0.94 0.42 3.83 4.59 ---
SunAmerica Senior Floating Rate C -0.06 0.93 0.24 2.99 3.70 12.03
PL Floating Rate Income I -0.13 0.93 0.35 3.86 --- ---
First Trust Short Duration High Inc I -0.11 0.93 0.49 4.17 --- ---
Transamerica Floating Rate I -0.06 0.92 0.41 --- --- ---
Pioneer Floating Rate Y 0.04 0.92 0.39 3.10 4.57 8.86
Lord Abbett Floating Rate A Load Waived -0.02 0.92 0.35 3.68 5.26 8.60
Lord Abbett Floating Rate A -0.02 0.92 0.35 3.68 5.26 8.60
ING Floating Rate P 0.03 0.92 0.43 --- --- ---
Columbia Floating Rate K -0.08 0.92 0.37 4.17 4.83 10.48
T. Rowe Price Instl Floating Rate -0.03 0.91 0.36 3.59 4.42 8.90
SunAmerica Senior Floating Rate A LW -0.15 0.90 0.19 3.30 3.97 12.36
SunAmerica Senior Floating Rate A -0.15 0.90 0.19 3.30 3.97 12.36
Credit Suisse Floating Rate Hi Inc A LW 0.02 0.89 0.38 3.38 4.70 13.63
Credit Suisse Floating Rate Hi Inc A 0.02 0.89 0.38 3.38 4.70 13.63
T. Rowe Price Instl Floating Rate F -0.04 0.87 0.33 3.35 4.36 ---
Lord Abbett Floating Rate I 0.00 0.87 0.29 3.87 5.45 8.85
JPMorgan Floating Rate Income R6 -0.06 0.87 0.38 --- --- ---
Invesco Floating Rate R5 0.01 0.87 0.34 4.02 5.44 11.01
First Trust Short Duration High Inc A LW -0.13 0.87 0.43 3.91 --- ---
First Trust Short Duration High Inc A -0.13 0.87 0.43 3.91 --- ---
RidgeWorth Seix Floating RT High Inc I -0.18 0.86 0.28 3.47 4.73 8.99
Invesco Floating Rate Y 0.01 0.86 0.33 3.87 5.39 11.08
Transamerica Floating Rate A LW -0.08 0.85 0.26 --- --- ---
Transamerica Floating Rate A -0.08 0.85 0.26 --- --- ---
T. Rowe Price Floating Rate 0.02 0.85 0.25 2.80 --- ---
Eaton Vance Floating-Rate & Hi Inc Inst 0.00 0.85 0.28 3.53 4.99 11.07
Dreyfus Floating Rate Income Y -0.06 0.85 0.29 --- --- ---
Dreyfus Floating Rate Income I -0.06 0.85 0.29 --- --- ---
Oppenheimer Senior Floating Rate Y 0.01 0.84 0.39 4.42 5.20 12.88
JPMorgan Floating Rate Income Select -0.17 0.84 0.25 3.75 --- ---
Pioneer Floating Rate A Load Waived 0.01 0.83 0.31 2.75 4.19 8.57
Pioneer Floating Rate A 0.01 0.83 0.31 2.75 4.19 8.57
Hartford Floating Rate Y -0.09 0.83 0.26 3.57 4.93 10.16
T. Rowe Price Floating Rate Adv -0.08 0.82 0.22 2.70 --- ---
ING Floating Rate I -0.03 0.82 0.27 3.33 4.94 ---
Fidelity® Floating Rate High Income -0.13 0.82 0.21 2.84 3.78 6.96
DWS Floating Rate Inst -0.17 0.82 0.19 3.25 4.45 10.42
Hartford Floating Rate R5 -0.09 0.81 0.24 3.50 4.86 10.05
Hartford Floating Rate I -0.09 0.81 0.13 3.50 4.84 10.09
BlackRock Floating Rate Income Instl -0.13 0.81 0.20 3.62 4.81 ---
RS Floating Rate K -0.09 0.80 0.17 3.13 4.27 ---
Nuveen Symphony Floating Rate Income C 0.08 0.79 0.32 4.82 --- ---
Columbia Floating Rate C -0.05 0.79 0.29 3.32 4.03 9.62
Invesco Floating Rate A Load Waived -0.14 0.78 0.27 3.61 5.09 10.83
Invesco Floating Rate A -0.14 0.78 0.27 3.61 5.09 10.83
Virtus Senior Floating Rate A LW -0.06 0.77 0.15 3.21 4.53 8.82
Virtus Senior Floating Rate A -0.06 0.77 0.15 3.21 4.53 8.82
Pioneer Floating Rate K -0.10 0.77 0.39 --- --- ---
Oppenheimer Senior Floating Rate A LW -0.01 0.77 0.33 4.15 4.92 12.59
Oppenheimer Senior Floating Rate A -0.01 0.77 0.33 4.15 4.92 12.59
Dreyfus Floating Rate Income A LW -0.09 0.77 0.21 --- --- ---
Dreyfus Floating Rate Income A -0.09 0.77 0.21 --- --- ---
RidgeWorth Seix Floating RT High Inc A -0.10 0.76 0.20 3.16 4.49 8.65
RidgeWorth Seix Floating RT High In A LW -0.10 0.76 0.20 3.16 4.49 8.65
Pioneer Floating Rate Z -0.11 0.76 0.23 2.81 --- ---
MainStay Floating Rate I -0.08 0.73 0.20 2.85 4.15 8.05
Hartford Floating Rate A Load Waived -0.12 0.73 0.07 3.23 4.58 9.80
Hartford Floating Rate A -0.12 0.73 0.07 3.23 4.58 9.80
DWS Floating Rate A Load Waived -0.22 0.73 0.10 2.93 4.09 10.10
DWS Floating Rate A -0.22 0.73 0.10 2.93 4.09 10.10
Lord Abbett Floating Rate R3 -0.05 0.72 0.27 3.39 4.96 8.37
ING Floating Rate W -0.03 0.72 0.27 3.23 4.97 ---
Hartford Floating Rate R4 -0.12 0.72 0.06 3.08 4.55 9.74
RS Floating Rate C -0.20 0.71 0.11 2.79 3.96 ---
JHancock Floating Rate Income C -0.13 0.71 0.18 2.57 3.73 8.40
Prudential Floating Rate Income C -0.24 0.70 0.11 2.49 3.98 ---
Invesco Floating Rate R -0.04 0.70 0.21 3.36 4.83 10.38
Franklin Floating Rate Daily Access Adv 0.01 0.70 0.25 3.35 4.17 7.76
Fidelity Advisor® Floating Rate Hi Inc T -0.16 0.70 0.11 2.45 3.39 6.59
Fidelity Advisor® Floating Rate Hi Inc I -0.13 0.70 0.19 2.79 3.70 6.90
PL Floating Rate Income C -0.12 0.69 0.21 2.88 --- ---
Lord Abbett Floating Rate R2 -0.06 0.69 0.25 3.28 4.85 8.41
JPMorgan Floating Rate Income A LW -0.19 0.68 0.19 3.50 --- ---
JPMorgan Floating Rate Income A -0.19 0.68 0.19 3.50 --- ---
JHancock Floating Rate Income B -0.04 0.68 0.15 2.47 3.72 8.40
First Trust Short Duration High Inc C -0.24 0.68 0.24 3.09 --- ---
Eaton Vance Floating-Rate & Hi Inc A LW -0.10 0.68 0.15 3.09 4.70 10.80
Eaton Vance Floating-Rate & Hi Inc A -0.10 0.68 0.15 3.09 4.70 10.80
Columbia Floating Rate B -0.15 0.68 0.18 3.32 4.03 9.62
DWS Floating Rate S -0.19 0.67 0.14 3.09 4.27 10.28
Eaton Vance Floating-Rate & Hi Inc Adv -0.02 0.66 0.21 3.16 4.73 10.81
Credit Suisse Floating Rate Hi Inc B -0.05 0.66 0.19 2.61 3.92 12.79
Credit Suisse Floating Rate Hi Inc C -0.05 0.65 0.19 2.60 3.87 12.75
Virtus Senior Floating Rate C -0.13 0.64 0.06 2.43 3.78 8.03
ING Floating Rate A Load Waived -0.06 0.64 0.11 2.97 4.68 ---
ING Floating Rate A -0.06 0.64 0.11 2.97 4.68 ---
Hartford Floating Rate R3 -0.14 0.64 0.10 2.92 4.32 9.53
Goldman Sachs High Yield Fl Rate Instl -0.09 0.64 0.22 2.83 4.13 ---
Invesco Floating Rate C -0.06 0.62 0.14 3.09 4.61 10.12
Fidelity Advisor® Floating Rate Hi Inc A -0.15 0.62 0.03 2.54 3.48 6.65
Fidelity Advisor® Floating Rate Hi A LW -0.15 0.62 0.03 2.54 3.48 6.65
BlackRock Floating Rate Income Inv A LW -0.15 0.62 0.13 3.33 4.47 9.49
BlackRock Floating Rate Income Inv A -0.15 0.62 0.13 3.33 4.47 9.49
Oppenheimer Senior Floating Rate B -0.06 0.61 0.32 3.69 4.32 11.92
Invesco Floating Rate R6 -0.12 0.61 0.23 3.98 --- ---
Goldman Sachs High Yield Fl Rate IR -0.10 0.61 0.20 2.84 4.10 ---
Dunham Floating Rate Bond N -0.18 0.61 0.01 --- --- ---
Transamerica Floating Rate C -0.16 0.60 0.16 --- --- ---
Lord Abbett Floating Rate C -0.08 0.60 0.07 2.99 4.52 7.83
RidgeWorth Seix Floating RT High Inc C -0.26 0.58 -0.05 2.53 3.78 7.94
PIMCO Senior Floating Rate Instl -0.02 0.58 0.29 2.77 --- ---
Oppenheimer Senior Floating Rate I 0.00 0.58 0.46 4.57 --- ---
JPMorgan Floating Rate Income C -0.13 0.58 0.08 3.00 --- ---
Eaton Vance Floating-Rate Advantage I -0.22 0.58 0.04 3.55 5.46 13.29
Dreyfus Floating Rate Income C -0.15 0.57 0.02 --- --- ---
PIMCO Senior Floating Rate P -0.02 0.56 0.27 2.67 --- ---
MainStay Floating Rate Inv -0.20 0.56 0.04 2.48 3.84 7.68
ING Floating Rate R -0.08 0.56 0.15 2.72 4.42 ---
Fidelity Advisor® Floating Rate Hi Inc B -0.19 0.56 0.00 2.01 2.94 6.10
Dunham Floating Rate Bond A Load Waived -0.20 0.56 0.06 --- --- ---
Dunham Floating Rate Bond A -0.20 0.56 0.06 --- --- ---
MainStay Floating Rate A Load Waived -0.20 0.55 0.03 2.49 3.89 7.76
MainStay Floating Rate A -0.20 0.55 0.03 2.49 3.89 7.76
Oppenheimer Senior Floating Rate C -0.08 0.54 0.15 3.50 4.37 12.01
Goldman Sachs High Yield Fl Rate A LW -0.12 0.53 0.14 2.58 3.75 ---
Goldman Sachs High Yield Fl Rate A -0.12 0.53 0.14 2.58 3.75 ---
Eaton Vance Floating-Rate & Hi Inc B -0.09 0.53 0.03 2.48 3.94 9.97
PIMCO Senior Floating Rate D -0.04 0.51 0.22 2.46 --- ---
PIMCO Senior Floating Rate A LW -0.04 0.51 0.22 2.46 --- ---
PIMCO Senior Floating Rate A -0.04 0.51 0.22 2.46 --- ---
Franklin Floating Rate Daily Access A LW -0.12 0.51 0.08 3.09 3.91 7.49
Franklin Floating Rate Daily Access A -0.12 0.51 0.08 3.09 3.91 7.49
Eaton Vance Floating-Rate Advantage Adv -0.16 0.51 -0.02 3.30 5.20 13.01
Eaton Vance Floating-Rate Advantage A LW -0.25 0.51 -0.11 3.30 5.19 13.04
Eaton Vance Floating-Rate Advantage A -0.25 0.51 -0.11 3.30 5.19 13.04
Hartford Floating Rate C -0.18 0.50 -0.01 2.46 3.81 8.99
Putnam Floating Rate Income Y -0.02 0.49 0.15 3.56 5.00 9.39
Putnam Floating Rate Income B -0.06 0.49 0.04 3.21 4.54 8.82
Fidelity Advisor® Floating Rate Hi Inc C -0.21 0.49 -0.05 1.77 2.71 5.86
Eaton Vance Floating-Rate Advantage B -0.19 0.49 -0.10 2.95 4.86 12.68
Hartford Floating Rate B -0.19 0.48 -0.02 2.42 3.78 8.93
DWS Floating Rate C -0.34 0.48 -0.04 2.17 3.35 9.28
Neuberger Berman Floating Rate Inc Inst -0.18 0.47 -0.05 2.57 4.65 ---
Pioneer Floating Rate C -0.19 0.45 -0.02 1.84 3.40 7.71
PIMCO Senior Floating Rate R -0.06 0.45 0.16 2.21 --- ---
Eaton Vance Floating Rate I -0.12 0.45 0.01 2.85 4.34 10.09
Oppenheimer Senior Floating Rate N -0.04 0.44 0.44 4.05 --- ---
Putnam Floating Rate Income A LW -0.15 0.42 0.09 3.31 4.75 9.13
Putnam Floating Rate Income A -0.15 0.42 0.09 3.31 4.75 9.13
Eaton Vance Floating-Rate & Hi Inc C -0.20 0.42 0.03 2.39 3.95 9.95
DoubleLine Floating Rate N -0.26 0.42 -0.07 2.62 --- ---
Putnam Floating Rate Income M -0.05 0.41 0.08 3.25 4.69 9.05
ING Floating Rate C -0.22 0.41 -0.08 2.20 3.90 ---
BlackRock Floating Rate Income Inv C -0.22 0.39 -0.06 2.55 3.70 ---
Franklin Floating Rate Daily Access C -0.16 0.38 -0.02 2.68 3.50 7.07
DoubleLine Floating Rate I -0.23 0.38 -0.11 2.56 --- ---
Eaton Vance Floating Rate Adv -0.14 0.37 -0.05 2.59 4.08 9.79
Putnam Floating Rate Income R -0.06 0.36 0.03 3.16 4.49 8.86
Goldman Sachs High Yield Fl Rate R -0.24 0.36 -0.02 2.22 3.51 ---
Neuberger Berman Floating Rate Inc A LW -0.21 0.35 -0.14 2.19 4.26 ---
Neuberger Berman Floating Rate Inc A -0.21 0.35 -0.14 2.19 4.26 ---
Eaton Vance Floating-Rate Advantage C -0.29 0.35 -0.14 2.78 4.69 12.48
PIMCO Senior Floating Rate C -0.10 0.33 0.03 1.71 --- ---
MainStay Floating Rate C -0.16 0.33 -0.14 1.82 3.07 6.90
MainStay Floating Rate B -0.26 0.33 -0.14 1.71 3.07 6.91
First Investors Floating Rate Instl -0.14 0.31 0.01 --- --- ---
Goldman Sachs High Yield Fl Rate C -0.19 0.30 -0.15 1.72 3.00 ---
Eaton Vance Floating Rate A Load Waived -0.23 0.29 -0.13 2.51 4.08 9.78
Eaton Vance Floating Rate A -0.23 0.29 -0.13 2.51 4.08 9.78
BlackRock Floating Rate Income Inv C1 -0.21 0.27 -0.01 2.84 3.98 ---
First Investors Floating Rate Advisor -0.25 0.26 -0.04 --- --- ---
Dunham Floating Rate Bond C -0.27 0.26 -0.13 --- --- ---
Putnam Floating Rate Income C -0.22 0.24 -0.21 2.54 3.98 8.30
First Investors Floating Rate A -0.28 0.19 -0.11 --- --- ---
Eaton Vance Floating Rate C -0.21 0.14 -0.24 1.82 3.31 8.97
Neuberger Berman Floating Rate Inc C -0.27 0.12 -0.42 1.43 3.47 ---
Eaton Vance Floating Rate B -0.32 0.03 -0.35 1.71 3.27 8.97
Highland Floating Rate Opportunities A -0.78 -0.60 -0.95 11.26 9.39 13.21
Highland Floating Rate Opportunitie A LW -0.78 -0.60 -0.95 11.26 9.39 13.21
Highland Floating Rate Opportunities Z -0.87 -0.61 -0.86 11.66 9.78 13.58
Highland Floating Rate Opportunities C -0.82 -0.75 -1.07 10.70 8.90 12.65
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