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Data through 12/2/2016. 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 0.58 8.19 1.71 7.02 2.58 4.38
Oppenheimer Senior Floating Rt Pls I 0.96 12.23 3.30 10.05 3.50 ---
Hartford Floating Rate High Inc Y 0.69 12.23 2.46 10.10 2.85 5.31
Hartford Floating Rate High Inc R5 0.69 12.22 2.57 11.27 3.22 5.53
Hartford Floating Rate High Inc I 0.68 12.16 2.55 10.04 2.81 5.32
Hartford Floating Rate High Inc R4 0.66 11.91 2.39 9.85 2.57 5.01
Hartford Floating Rate High Inc A 0.66 11.91 2.38 9.77 2.55 5.04
Oppenheimer Senior Floating Rt Pls Y 0.85 11.89 3.17 9.71 3.33 ---
Oppenheimer Senior Floating Rt Pls A 0.83 11.75 3.10 9.55 3.06 ---
Oppenheimer Senior Floating Rate Y 1.03 11.75 3.49 10.37 3.62 5.28
Oppenheimer Senior Floating Rate I 0.88 11.62 3.40 10.28 3.64 ---
Hartford Floating Rate High Inc R3 0.63 11.61 2.31 9.46 2.28 4.70
Victory Floating Rate Y 0.57 11.60 1.66 9.93 2.64 4.68
Eaton Vance Floating-Rate Advantage I 0.58 11.59 2.63 10.14 3.68 5.52
Eaton Vance Floating-Rate Advantage Adv 0.56 11.34 2.57 9.87 3.42 5.26
Eaton Vance Floating-Rate Advantage A 0.47 11.34 2.57 9.87 3.43 5.26
Oppenheimer Senior Floating Rate A 0.88 11.33 3.29 9.94 3.32 4.98
Victory Floating Rate A 0.56 11.26 1.60 9.58 2.37 4.42
Oppenheimer Senior Floating Rate R 0.84 11.18 3.38 9.65 3.05 ---
Hartford Floating Rate High Inc C 0.59 11.14 2.19 8.95 1.78 4.25
Eaton Vance Floating-Rate Advantage B 0.43 10.99 2.49 9.50 3.07 4.90
Oppenheimer Senior Floating Rate B 0.96 10.96 3.29 9.53 2.85 4.43
Oppenheimer Senior Floating Rt Pls C 0.86 10.94 3.01 8.68 2.25 ---
Eaton Vance Floating-Rate Advantage C 0.52 10.84 2.44 9.34 2.91 4.74
Victory Floating Rate R 0.62 10.83 1.59 9.12 1.89 3.92
Franklin Floating Rate Daily Access Adv 0.33 10.77 2.22 9.91 3.26 4.55
Franklin Floating Rate Daily Access A 0.42 10.65 2.28 9.64 3.00 4.31
Oppenheimer Senior Floating Rate C 0.81 10.56 3.23 9.11 2.55 4.30
Victory Floating Rate C 0.49 10.55 1.40 8.70 1.60 3.61
Loomis Sayles Sr Floating Rate and F/I Y 0.49 10.39 1.87 8.69 3.95 6.06
RidgeWorth Seix Floating Rate Hi Inc I 0.84 10.34 2.18 8.77 3.36 4.88
RidgeWorth Seix Floating Rate Hi Inc IS 0.85 10.32 2.09 8.89 --- ---
Invesco Floating Rate Y 0.94 10.13 2.37 8.49 2.94 5.04
Hartford Floating Rate Y 0.70 10.13 2.58 8.54 2.86 4.66
Franklin Floating Rate Daily Access C 0.39 10.12 2.17 9.20 2.59 3.90
Hartford Floating Rate R5 0.82 10.07 2.56 8.48 2.80 4.60
JHancock Floating Rate Income R6 0.68 10.06 2.06 8.28 2.01 4.12
JHancock Floating Rate Income NAV 0.68 10.06 2.06 8.28 2.04 4.18
Barings Global Floating Rate Y 0.86 10.06 2.89 8.92 3.40 ---
Eaton Vance Floating-Rate & Hi Inc Inst 0.35 10.05 1.86 8.62 3.21 4.88
Loomis Sayles Sr Floating Rate and F/I A 0.37 10.04 1.81 8.31 3.69 5.79
Hartford Floating Rate I 0.70 10.04 2.44 8.44 2.75 4.61
Barings Global Floating Rate I 0.86 10.04 2.87 8.90 3.43 ---
RidgeWorth Seix Floating Rate Hi Inc A 0.82 10.03 2.10 8.44 3.09 4.59
JHancock Floating Rate Income 1 0.67 10.00 2.04 8.22 1.98 4.13
Invesco Floating Rate R5 0.80 9.97 2.24 8.49 2.95 5.07
JHancock Floating Rate Income I 0.67 9.94 2.03 8.29 1.96 4.05
Eaton Vance Floating-Rate & Hi Inc Adv 0.44 9.92 1.80 8.48 2.95 4.62
Eaton Vance Floating-Rate & Hi Inc A 0.44 9.92 1.86 8.46 3.00 4.63
Invesco Floating Rate R6 0.79 9.87 2.28 8.29 2.94 ---
Invesco Floating Rate A 0.92 9.87 2.31 8.21 2.69 4.78
Barings Global Floating Rate A 0.87 9.78 2.83 8.62 3.09 ---
Hartford Floating Rate A 0.67 9.77 2.37 8.15 2.47 4.31
Eaton Vance Floating Rate I 0.44 9.71 2.14 8.56 2.96 4.38
Hartford Floating Rate R4 0.67 9.64 2.37 8.16 2.45 4.29
JHancock Floating Rate Income A 0.65 9.63 1.95 7.82 1.59 3.70
Invesco Floating Rate R 0.89 9.61 2.25 7.94 2.43 4.50
Highland Floating Rate Opportunities Z 1.29 9.59 2.84 6.98 1.28 7.26
Eaton Vance Floating Rate Adv 0.42 9.59 2.07 8.29 2.74 4.12
Eaton Vance Floating Rate A 0.41 9.52 2.04 8.27 2.70 4.12
Hartford Floating Rate R3 0.65 9.50 2.30 7.87 2.23 4.05
RidgeWorth Seix Floating Rate Hi Inc C 0.77 9.44 1.84 7.81 2.45 3.93
Fidelity® Series Floating Rate Hi Inc F 0.68 9.39 2.10 7.84 2.75 5.28
Loomis Sayles Sr Floating Rate and F/I C 0.30 9.32 1.52 7.52 2.90 5.00
Fidelity® Series Floating Rate Hi Inc 0.67 9.27 2.08 7.72 2.64 5.16
Invesco Floating Rate C 0.74 9.24 2.05 7.54 2.17 4.23
Lord Abbett Floating Rate R5 0.82 9.10 1.93 8.42 --- ---
Highland Floating Rate Opportunities A 1.12 9.09 2.60 6.47 0.89 6.89
Columbia Floating Rate Z 0.78 9.06 1.92 7.93 3.43 5.29
Barings Global Floating Rate C 0.83 9.06 2.68 7.84 2.35 ---
Hartford Floating Rate C 0.61 9.05 2.31 7.38 1.76 3.55
Eaton Vance Floating-Rate & Hi Inc C 0.38 9.05 1.61 7.55 2.18 3.85
Eaton Vance Floating-Rate & Hi Inc B 0.38 9.05 1.62 7.55 2.19 3.84
Lord Abbett Floating Rate R6 0.82 9.04 1.83 8.36 --- ---
Columbia Floating Rate Y 0.79 9.03 1.95 8.03 --- ---
Columbia Floating Rate I 0.68 9.03 1.83 7.91 3.50 5.39
Lord Abbett Floating Rate I 0.84 9.02 1.91 8.42 3.64 5.47
Hartford Floating Rate B 0.72 9.02 2.30 7.35 1.72 3.51
Nuveen Symphony Floating Rate Income R6 0.60 8.97 1.99 7.94 --- ---
Columbia Floating Rate R5 0.79 8.96 1.82 7.84 3.45 5.36
Fidelity® Floating Rate High Income 0.73 8.95 1.71 7.75 2.74 3.85
Columbia Floating Rate R4 0.78 8.94 1.81 7.81 3.39 ---
Lord Abbett Floating Rate F 0.83 8.93 1.77 8.20 3.55 5.38
JHancock Floating Rate Income B 0.59 8.93 1.78 7.08 0.86 2.94
JHancock Floating Rate Income C 0.70 8.90 1.77 7.19 0.91 2.98
Fidelity Advisor® Floating Rate Hi Inc I 0.62 8.90 1.70 7.70 2.69 3.80
Nuveen Symphony Floating Rate Income I 0.55 8.86 1.93 7.89 2.97 5.97
Lord Abbett Floating Rate R4 0.80 8.85 1.86 8.14 --- ---
Eaton Vance Floating Rate C 0.35 8.84 1.89 7.48 1.97 3.35
Lord Abbett Floating Rate A 0.82 8.83 1.75 8.10 3.45 5.27
SunAmerica Senior Floating Rate A 0.55 8.80 1.68 7.65 2.57 4.22
Columbia Floating Rate A 0.76 8.80 1.86 7.65 3.17 5.03
Highland Floating Rate Opportunities C 1.08 8.75 2.48 5.94 0.44 6.37
Eaton Vance Floating Rate B 0.35 8.72 1.89 7.49 1.93 3.35
Columbia Floating Rate K 0.66 8.72 1.76 7.58 3.19 5.10
Fidelity Advisor® Floating Rate Hi Inc A 0.60 8.66 1.64 7.44 2.42 3.55
SunAmerica Senior Floating Rate C 0.53 8.65 1.74 7.47 2.30 3.94
Columbia Floating Rate W 0.76 8.63 1.72 7.48 3.16 5.01
Nuveen Symphony Floating Rate Income A 0.53 8.62 1.87 7.63 2.72 5.71
Fidelity Advisor® Floating Rate Hi Inc T 0.70 8.57 1.62 7.34 2.36 3.46
Columbia Floating Rate R 0.74 8.55 1.79 7.38 2.92 4.77
Lord Abbett Floating Rate R3 0.80 8.53 1.79 7.90 3.18 4.99
Lord Abbett Floating Rate R2 0.79 8.43 1.65 7.67 3.04 4.86
Putnam Floating Rate Income Y 0.45 8.23 1.29 7.19 2.77 4.77
Lord Abbett Floating Rate C 0.77 8.20 1.70 7.54 2.78 4.60
Credit Suisse Floating Rate Hi Inc Instl 0.84 8.13 2.04 7.10 3.70 5.10
Catalyst/Princeton Floating Rt Inc I 0.92 8.13 1.30 4.55 1.30 ---
Credit Suisse Floating Rate Hi Inc A 0.81 8.03 2.12 6.82 3.49 4.85
Putnam Floating Rate Income A 0.43 7.99 1.23 6.80 2.51 4.51
Columbia Floating Rate C 0.70 7.93 1.67 6.85 2.40 4.25
Columbia Floating Rate B 0.59 7.93 1.55 6.73 2.36 4.23
First Trust Short Duration High Inc I -0.12 7.91 -0.05 6.71 3.05 ---
Fidelity Advisor® Floating Rate Hi Inc C 0.65 7.91 1.45 6.64 1.68 2.78
Catalyst/Princeton Floating Rt Inc A 0.90 7.87 1.24 4.28 1.05 ---
Nuveen Symphony Floating Rate Income C 0.47 7.82 1.64 6.76 1.93 4.91
Putnam Floating Rate Income M 0.31 7.81 1.10 6.75 2.42 4.44
Shenkman Floating Rate High Income Instl 0.65 7.79 1.75 6.85 --- ---
JPMorgan Floating Rate Income R6 0.65 7.69 1.39 6.35 2.01 ---
Prudential Floating Rate Income Q 0.36 7.68 1.48 6.76 --- ---
Putnam Floating Rate Income B 0.30 7.66 1.18 6.59 2.26 4.28
Prudential Floating Rate Income Z 0.36 7.66 1.57 6.86 3.32 4.82
First Trust Short Duration High Inc A -0.15 7.65 -0.11 6.50 2.80 ---
Virtus Senior Floating Rate I 0.64 7.62 1.62 6.70 2.74 4.55
Putnam Floating Rate Income R 0.29 7.61 1.05 6.53 2.21 4.23
JPMorgan Floating Rate Income Select 0.64 7.59 1.36 6.23 1.94 4.13
MainStay Floating Rate I 0.45 7.56 1.41 6.58 2.80 4.09
Goldman Sachs High Yield Fl Rate Instl 0.36 7.54 0.82 6.42 2.81 4.08
Pacific Funds Floating Rate Income I 0.76 7.52 1.94 7.13 2.99 5.20
Prudential Floating Rate Income A 0.33 7.50 1.50 6.57 3.09 4.58
Voya Floating Rate P 0.40 7.48 1.73 6.79 3.72 ---
Pacific Funds Floating Rate Income Adv 0.75 7.46 1.93 7.06 2.98 ---
MainStay Floating Rate Inv 0.42 7.44 1.34 6.43 2.57 3.82
MainStay Floating Rate A 0.42 7.43 1.34 6.43 2.55 3.83
Virtus Senior Floating Rate A 0.62 7.36 1.56 6.43 2.52 4.29
JPMorgan Floating Rate Income A 0.63 7.36 1.31 5.98 1.67 3.87
Goldman Sachs High Yield Fl Rate IR 0.24 7.34 0.69 6.22 2.68 3.98
Credit Suisse Floating Rate Hi Inc C 0.75 7.27 1.93 6.02 2.72 4.07
Pacific Funds Floating Rate Income A 0.74 7.23 1.97 6.81 2.73 ---
Goldman Sachs High Yield Fl Rate A 0.33 7.21 0.63 6.06 2.46 3.70
Catalyst/Princeton Floating Rt Inc C 0.95 7.18 1.06 3.64 0.30 ---
Putnam Floating Rate Income C 0.36 7.12 1.05 6.00 1.70 3.71
Credit Suisse Floating Rate Hi Inc B 0.74 7.11 1.93 6.01 2.77 4.11
T. Rowe Price Instl Floating Rate 0.59 7.10 1.29 6.52 3.56 4.85
T. Rowe Price Instl Floating Rate F 0.57 7.09 1.36 6.38 3.46 4.77
Neuberger Berman Floating Rate Inc Inst 0.60 7.08 1.27 5.99 2.73 4.44
Federated Floating Rate Strat Inc Instl 0.59 7.03 1.42 6.35 3.24 4.15
BlackRock Floating Rate Income Instl 0.76 7.01 1.67 6.29 3.31 4.79
First Trust Short Duration High Inc C -0.21 6.93 -0.34 5.66 2.03 ---
T. Rowe Price Floating Rate 0.68 6.90 1.38 6.27 3.22 4.30
Transamerica Floating Rate I 0.27 6.89 1.30 6.25 3.58 ---
JPMorgan Floating Rate Income C 0.58 6.87 1.18 5.45 1.15 3.35
Transamerica Floating Rate A 0.25 6.86 1.24 6.21 3.42 ---
Goldman Sachs High Yield Fl Rate R 0.20 6.85 0.57 5.69 2.18 3.45
PIMCO Senior Floating Rate Instl 0.42 6.84 1.13 5.95 2.77 4.00
Voya Floating Rate I 0.45 6.82 1.56 6.19 3.11 4.75
Voya Floating Rate W 0.34 6.81 1.56 6.18 3.07 4.74
American Beacon Sound Point FlRtIn Instl 0.55 6.81 1.90 6.64 5.54 ---
Prudential Floating Rate Income C 0.27 6.76 1.21 5.77 2.29 3.77
Dunham Floating Rate Bond N 0.73 6.75 1.39 5.94 2.38 ---
PIMCO Senior Floating Rate P 0.41 6.74 1.11 5.84 2.67 3.89
Dreyfus Floating Rate Income I 0.57 6.73 1.41 5.79 2.74 ---
T. Rowe Price Floating Rate Adv 0.56 6.71 1.23 6.07 3.13 4.18
Neuberger Berman Floating Rate Inc A 0.57 6.71 1.18 5.60 2.35 4.05
Dreyfus Floating Rate Income Y 0.49 6.70 1.43 5.76 2.74 ---
MainStay Floating Rate B 0.35 6.69 1.26 5.63 1.80 3.07
BlackRock Floating Rate Income Inv A 0.73 6.69 1.49 5.84 2.99 4.45
Federated Floating Rate Strat Inc A 0.56 6.68 1.33 5.87 2.88 3.79
American Beacon Sound Point FlRtIn Y 0.53 6.65 1.86 --- --- ---
Virtus Senior Floating Rate C 0.55 6.62 1.37 5.63 1.71 3.51
MainStay Floating Rate C 0.35 6.58 1.16 5.52 1.80 3.05
Voya Floating Rate A 0.42 6.57 1.50 5.92 2.81 4.49
Guggenheim Floating Rate Strats Instl 0.18 6.57 1.13 5.90 3.69 5.80
PIMCO Senior Floating Rate D 0.40 6.55 1.06 5.63 2.47 3.69
PIMCO Senior Floating Rate A 0.40 6.55 1.06 5.63 2.47 3.69
American Beacon Sound Point FlRtIn SP 0.56 6.53 1.86 6.26 --- ---
Dunham Floating Rate Bond A 0.60 6.52 1.33 5.68 2.10 ---
Pacific Funds Floating Rate Income C 0.68 6.51 1.68 6.03 1.94 ---
Dreyfus Floating Rate Income A 0.46 6.49 1.33 5.51 2.48 ---
American Beacon Sound Point FlRtIn Inv 0.55 6.43 1.84 --- --- ---
Guggenheim Floating Rate Strats A 0.18 6.38 1.13 5.68 3.45 5.56
Pioneer Floating Rate K 0.32 6.37 1.12 5.50 --- ---
Guggenheim Floating Rate Strats P 0.18 6.36 1.09 5.66 --- ---
American Beacon Sound Point FlRtIn A 0.49 6.36 1.78 --- --- ---
Goldman Sachs High Yield Fl Rate C 0.26 6.35 0.45 5.27 1.66 2.95
Voya Floating Rate R 0.30 6.34 1.33 5.56 2.53 4.19
Payden Floating Rate SI 0.62 6.25 1.28 5.70 3.44 ---
Transamerica Floating Rate C 0.19 6.22 1.15 5.61 2.69 ---
BlackRock Floating Rate Income Inv C1 0.68 6.22 1.39 5.36 2.51 3.96
Pioneer Floating Rate Y 0.17 6.21 1.12 5.34 3.04 4.36
Federated Floating Rate Strat Inc C 0.51 6.07 1.18 5.20 2.22 ---
Dunham Floating Rate Bond C 0.67 6.05 1.22 5.17 1.60 ---
Pioneer Floating Rate A 0.29 6.04 1.04 5.14 2.68 3.99
Payden Floating Rate Investor 0.61 6.04 1.25 5.60 3.31 ---
BlackRock Floating Rate Income Inv C 0.67 6.00 1.31 5.10 2.24 3.68
Neuberger Berman Floating Rate Inc C 0.50 5.98 0.99 4.81 1.58 3.28
First Investors Floating Rate Instl 0.50 5.97 1.14 5.28 2.22 ---
PENN Capital Senior Fltng Rt Inc Instl 0.54 5.96 1.42 5.11 --- ---
Voya Floating Rate C 0.36 5.84 1.31 5.02 2.04 3.71
PIMCO Senior Floating Rate C 0.34 5.83 0.87 4.84 1.70 2.92
Dreyfus Floating Rate Income C 0.48 5.82 1.24 4.72 1.69 ---
Payden Floating Rate Adviser 0.49 5.77 1.18 5.31 3.11 ---
First Investors Floating Rate Advisor 0.38 5.77 0.70 5.06 1.97 ---
Guggenheim Floating Rate Strats C 0.18 5.71 1.01 4.94 2.69 4.78
American Beacon Sound Point FlRtIn C 0.44 5.65 1.60 --- --- ---
First Investors Floating Rate A 0.37 5.59 1.05 4.82 1.77 ---
GuideStone Funds Flexible Income Inv 0.45 5.57 1.21 4.37 1.51 ---
Metropolitan West Floating Rate Inc I 0.39 5.35 1.24 5.03 3.19 ---
Metropolitan West Floating Rate Inc M 0.37 5.26 1.29 4.93 3.02 ---
Pioneer Floating Rate C 0.23 5.18 0.84 4.38 1.94 3.23
DoubleLine Floating Rate I 0.39 4.48 1.12 3.95 2.63 ---
DoubleLine Floating Rate N 0.37 4.23 1.06 3.68 2.40 ---
Deutsche Floating Rate R6 0.77 3.98 1.60 2.42 --- ---
Deutsche Floating Rate Institutional 0.65 3.85 1.60 2.42 0.54 3.16
Deutsche Floating Rate S 0.64 3.76 1.57 2.31 0.46 3.02
Deutsche Floating Rate A 0.75 3.62 1.53 2.16 0.32 2.86
Deutsche Floating Rate C 0.57 2.90 1.22 1.40 -0.46 2.10
Ziegler Floating Rate Institutional 0.53 --- 1.60 --- --- ---
Ziegler Floating Rate C 0.47 --- 1.39 --- --- ---
Ziegler Floating Rate A 0.56 --- 1.60 --- --- ---
Virtus Senior Floating Rate R6 --- --- --- --- --- ---
T. Rowe Price Floating Rate I --- --- --- --- --- ---
MainStay Floating Rate R3 0.39 --- 1.26 --- --- ---
Eaton Vance Floating-Rate & Hi Inc R6 0.43 --- 1.94 --- --- ---
Eaton Vance Floating Rate R6 --- --- --- --- --- ---
BlackRock Floating Rate Income K 0.75 --- 1.60 --- --- ---
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