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Data through 1/23/2017. 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 0.56 0.43 1.85 10.84 2.74 4.30
Highland Floating Rate Opportunities Z 1.98 1.50 4.00 16.34 1.91 7.54
Highland Floating Rate Opportunities C 1.92 1.45 3.78 15.37 1.02 6.61
Highland Floating Rate Opportunities A 1.81 1.34 3.91 15.95 1.52 7.13
JHancock Floating Rate Income R6 1.37 1.25 3.02 14.82 2.51 4.19
JHancock Floating Rate Income NAV 1.37 1.25 3.14 14.82 2.54 4.25
JHancock Floating Rate Income I 1.36 1.25 3.11 14.84 2.42 4.12
JHancock Floating Rate Income 1 1.37 1.25 3.13 14.78 2.48 4.19
JHancock Floating Rate Income A 1.33 1.23 3.03 14.34 2.09 3.77
JHancock Floating Rate Income C 1.27 1.18 2.84 13.64 1.40 3.05
JHancock Floating Rate Income B 1.27 1.18 2.72 13.54 1.32 2.99
SunAmerica Senior Floating Rate C 0.86 0.84 2.27 11.87 2.57 4.02
Pacific Funds Floating Rate Income I 0.99 0.79 2.74 10.11 3.32 5.22
Barings Global Floating Rate Y 0.84 0.76 2.88 13.37 3.70 ---
Barings Global Floating Rate I 0.85 0.76 2.90 13.37 3.74 ---
Hartford Floating Rate High Inc R4 0.81 0.75 2.37 16.31 2.80 5.06
Catalyst/Princeton Floating Rt Inc I 0.75 0.75 3.35 13.35 1.63 ---
Catalyst/Princeton Floating Rt Inc A 0.73 0.75 3.18 13.06 1.38 ---
Barings Global Floating Rate A 0.83 0.75 2.84 13.07 3.41 ---
SunAmerica Senior Floating Rate A 0.89 0.74 2.34 12.06 2.84 4.30
Hartford Floating Rate High Inc R3 0.79 0.73 2.30 15.96 2.50 4.75
Hartford Floating Rate High Inc C 0.75 0.70 2.18 15.44 2.01 4.28
Barings Global Floating Rate C 0.77 0.70 2.68 12.27 2.67 ---
Pacific Funds Floating Rate Income C 0.90 0.69 2.37 8.88 2.27 4.17
Pacific Funds Floating Rate Income Adv 0.88 0.69 2.62 9.93 3.25 ---
Pacific Funds Floating Rate Income A 0.96 0.69 2.56 9.68 3.03 4.95
Credit Suisse Floating Rate Hi Inc Instl 0.75 0.69 2.46 11.25 3.90 5.06
Invesco Floating Rate Y 0.78 0.68 2.85 13.59 3.20 4.99
Invesco Floating Rate R5 0.78 0.68 2.71 13.42 3.17 5.01
Invesco Floating Rate A 0.76 0.67 2.78 13.29 2.94 4.73
Hartford Floating Rate High Inc Y 0.84 0.67 2.35 16.55 3.04 5.34
Hartford Floating Rate High Inc R5 0.83 0.67 2.45 16.53 3.41 5.56
Hartford Floating Rate High Inc I 0.83 0.67 2.33 16.45 3.00 5.32
Invesco Floating Rate R 0.74 0.65 2.58 13.00 2.65 4.47
Hartford Floating Rate High Inc A 0.71 0.65 2.27 16.18 2.74 5.04
Invesco Floating Rate C 0.72 0.64 2.52 12.62 2.38 4.21
Catalyst/Princeton Floating Rt Inc C 0.66 0.64 3.00 12.28 0.63 ---
Credit Suisse Floating Rate Hi Inc B 0.67 0.63 2.19 10.08 2.98 4.09
Hartford Floating Rate R5 0.65 0.60 2.24 13.51 3.02 4.53
Hartford Floating Rate R4 0.63 0.58 2.28 13.31 2.71 4.25
Eaton Vance Floating-Rate & Hi Inc Inst 0.74 0.57 2.21 13.41 3.50 4.84
Eaton Vance Floating-Rate & Hi Inc Adv 0.61 0.56 2.03 13.14 3.24 4.56
Fidelity® Series Floating Rate Hi Inc 0.64 0.55 2.13 12.28 2.73 4.92
Eaton Vance Floating Rate I 0.60 0.55 2.26 12.74 3.25 4.35
Oppenheimer Senior Floating Rt Pls C 0.60 0.54 2.06 14.89 2.38 ---
Eaton Vance Floating-Rate Advantage I 0.69 0.54 2.31 14.78 3.90 5.38
Eaton Vance Floating Rate Adv 0.59 0.54 2.19 12.60 3.03 4.10
Hartford Floating Rate C 0.57 0.53 1.98 12.37 1.97 3.48
Hartford Floating Rate B 0.57 0.53 1.97 12.34 1.94 3.44
Credit Suisse Floating Rate Hi Inc A 0.73 0.53 2.24 10.77 3.65 4.79
Oppenheimer Senior Floating Rate Y 0.59 0.52 2.46 15.17 3.82 5.18
Eaton Vance Floating-Rate Advantage Adv 0.67 0.52 2.25 14.50 3.65 5.12
Eaton Vance Floating-Rate Advantage A 0.58 0.52 2.25 14.50 3.62 5.12
Eaton Vance Floating-Rate & Hi Inc B 0.55 0.52 1.85 12.31 2.48 3.80
Oppenheimer Senior Floating Rt Pls I 0.58 0.51 2.25 16.20 3.60 ---
Dunham Floating Rate Bond N 0.55 0.51 1.70 8.57 2.50 ---
Oppenheimer Senior Floating Rt Pls Y 0.68 0.50 2.33 15.96 3.46 ---
Loomis Sayles Sr Floating Rate and F/I Y 0.70 0.50 1.92 14.00 4.01 5.88
Loomis Sayles Sr Floating Rate and F/I A 0.70 0.50 1.86 13.60 3.75 5.64
Eaton Vance Floating-Rate Advantage B 0.55 0.50 2.17 14.10 3.27 4.74
Eaton Vance Floating Rate C 0.64 0.50 2.00 11.77 2.26 3.34
Eaton Vance Floating Rate B 0.53 0.50 2.00 11.65 2.22 3.32
Transamerica Floating Rate I 0.62 0.49 1.58 8.66 3.73 ---
RidgeWorth Seix Floating Rate Hi Inc IS 0.84 0.49 2.09 12.96 --- ---
RidgeWorth Seix Floating Rate Hi Inc I 0.71 0.49 1.95 12.85 3.43 4.72
Oppenheimer Senior Floating Rt Pls A 0.66 0.49 2.27 15.67 3.20 ---
Eaton Vance Floating-Rate Advantage C 0.54 0.49 2.13 13.95 3.13 4.60
Lord Abbett Floating Rate I 0.54 0.48 2.13 11.34 3.80 5.33
Lord Abbett Floating Rate F 0.53 0.48 2.00 11.25 3.70 5.22
Hartford Floating Rate Y 0.66 0.48 2.25 13.57 3.08 4.59
Hartford Floating Rate I 0.65 0.48 2.23 13.47 2.97 4.54
Credit Suisse Floating Rate Hi Inc C 0.67 0.48 2.04 9.93 2.88 4.02
Transamerica Floating Rate A 0.60 0.47 1.52 8.49 3.54 ---
Oppenheimer Senior Floating Rate B 0.53 0.47 2.26 14.29 3.05 4.31
Lord Abbett Floating Rate A 0.53 0.47 1.97 11.14 3.60 5.11
Columbia Floating Rate Z 0.55 0.47 1.82 11.27 3.49 5.05
Columbia Floating Rate I 0.56 0.47 1.84 11.37 3.60 5.20
Virtus Senior Floating Rate R6 0.55 0.46 --- --- --- ---
Virtus Senior Floating Rate I 0.55 0.46 2.01 9.90 2.91 4.47
Lord Abbett Floating Rate R3 0.51 0.46 2.01 10.94 3.33 4.83
Hartford Floating Rate A 0.63 0.46 2.16 13.17 2.69 4.24
Virtus Senior Floating Rate A 0.53 0.45 1.94 9.74 2.65 4.21
Lord Abbett Floating Rate R2 0.50 0.45 1.87 10.70 3.19 4.70
Fidelity® Series Floating Rate Hi Inc F 0.55 0.45 2.05 12.29 2.80 5.01
Columbia Floating Rate W 0.52 0.45 1.73 11.06 3.26 4.81
Columbia Floating Rate K 0.54 0.45 1.76 11.16 3.29 4.88
Lord Abbett Floating Rate C 0.48 0.44 1.92 10.44 2.94 4.43
Hartford Floating Rate R3 0.61 0.44 2.09 12.87 2.45 3.98
American Beacon Sound Point FlRtIn Y 0.51 0.44 1.83 8.31 --- ---
American Beacon Sound Point FlRtIn Instl 0.52 0.44 1.85 8.47 5.81 ---
RidgeWorth Seix Floating Rate Hi Inc C 0.72 0.43 1.84 11.98 2.52 3.81
MainStay Floating Rate I 0.48 0.43 1.72 9.51 2.93 3.97
First Trust Short Duration High Inc I 0.59 0.43 0.75 10.83 3.24 ---
Eaton Vance Floating-Rate & Hi Inc A 0.59 0.43 1.97 13.09 3.23 4.57
Columbia Floating Rate R 0.51 0.43 1.69 10.70 2.98 4.56
American Beacon Sound Point FlRtIn SP 0.50 0.43 1.81 8.18 --- ---
American Beacon Sound Point FlRtIn Inv 0.51 0.43 1.80 8.08 --- ---
Transamerica Floating Rate C 0.52 0.42 1.31 7.76 2.84 ---
JPMorgan Floating Rate Income Select 0.61 0.42 1.55 10.26 2.08 4.01
JPMorgan Floating Rate Income R6 0.61 0.42 1.57 10.37 2.19 ---
JPMorgan Floating Rate Income A 0.59 0.42 1.49 10.00 1.85 3.76
First Trust Short Duration High Inc A 0.57 0.42 0.73 10.54 2.99 ---
Eaton Vance Floating Rate A 0.57 0.42 2.15 12.43 2.98 4.09
BlackRock Floating Rate Income Inv A 0.47 0.42 1.87 8.49 3.10 4.34
American Beacon Sound Point FlRtIn A 0.49 0.42 1.72 7.99 --- ---
MainStay Floating Rate Inv 0.45 0.41 1.65 9.36 2.69 3.70
MainStay Floating Rate A 0.46 0.41 1.66 9.24 2.68 3.71
Fidelity Advisor® Floating Rate Hi Inc I 0.47 0.41 1.74 11.55 2.83 3.68
Dunham Floating Rate Bond C 0.53 0.41 1.47 7.73 1.77 ---
Dunham Floating Rate Bond A 0.51 0.41 1.62 8.18 2.25 ---
Virtus Senior Floating Rate C 0.47 0.40 1.64 8.79 1.89 3.42
Loomis Sayles Sr Floating Rate and F/I C 0.50 0.40 1.57 12.69 2.95 4.83
Eaton Vance Floating-Rate & Hi Inc C 0.55 0.40 1.84 12.18 2.47 3.78
Columbia Floating Rate B 0.47 0.40 1.55 10.28 2.47 4.03
Victory Floating Rate Y 0.52 0.39 1.80 14.85 2.70 4.51
Pioneer Floating Rate Y 0.45 0.38 1.26 7.79 3.06 4.24
Oppenheimer Senior Floating Rate A 0.57 0.38 2.26 14.72 3.52 4.88
Federated Floating Rate Strat Inc Instl 0.43 0.38 1.52 8.67 3.32 4.08
BlackRock Floating Rate Income Inv C 0.42 0.38 1.68 7.73 2.36 3.57
American Beacon Sound Point FlRtIn C 0.44 0.38 1.54 7.21 --- ---
Victory Floating Rate A 0.50 0.37 1.64 14.48 2.43 4.26
First Trust Short Duration High Inc C 0.51 0.37 0.49 9.75 2.22 ---
Fidelity Advisor® Floating Rate Hi Inc C 0.39 0.36 1.49 10.45 1.82 2.66
Federated Floating Rate Strat Inc R6 --- 0.36 --- --- --- ---
Federated Floating Rate Strat Inc A 0.31 0.36 1.43 8.29 2.96 3.71
Deutsche Floating Rate R6 0.36 0.36 1.84 6.24 --- ---
Columbia Floating Rate Y 0.45 0.36 1.73 11.38 --- ---
Columbia Floating Rate R5 0.45 0.36 1.71 11.29 3.52 5.14
Columbia Floating Rate R4 0.44 0.36 1.71 11.28 3.46 ---
T. Rowe Price Instl Floating Rate 0.43 0.35 1.61 8.79 3.63 4.67
RidgeWorth Seix Floating Rate Hi Inc A 0.68 0.35 1.87 12.51 3.12 4.43
Prudential Floating Rate Income Z 0.40 0.35 1.66 9.57 3.39 4.67
Prudential Floating Rate Income Q 0.51 0.35 1.68 9.59 --- ---
Eaton Vance Floating-Rate & Hi Inc R6 0.72 0.34 2.16 --- --- ---
Columbia Floating Rate A 0.53 0.34 1.75 10.99 3.24 4.79
BlackRock Floating Rate Income Instl 0.49 0.34 1.85 8.84 3.39 4.66
T. Rowe Price Floating Rate 0.41 0.33 1.46 8.36 3.28 4.12
Putnam Floating Rate Income Y 0.49 0.33 1.40 10.02 2.79 4.55
Prudential Floating Rate Income A 0.38 0.33 1.59 9.26 3.12 4.42
Oppenheimer Senior Floating Rate C 0.51 0.33 2.07 13.85 2.75 4.20
Goldman Sachs High Yield Fl Rate IR 0.38 0.33 1.00 9.11 2.74 3.82
Goldman Sachs High Yield Fl Rate Instl 0.49 0.33 1.13 9.32 2.86 3.91
Eaton Vance Floating Rate R6 0.70 0.33 --- --- --- ---
Dreyfus Floating Rate Income Y 0.42 0.33 1.59 9.07 2.75 ---
Dreyfus Floating Rate Income I 0.50 0.33 1.58 9.10 2.75 ---
Dreyfus Floating Rate Income C 0.41 0.33 1.32 7.99 1.70 ---
Dreyfus Floating Rate Income A 0.40 0.33 1.50 8.82 2.49 ---
Victory Floating Rate C 0.43 0.32 1.54 13.68 1.65 3.45
T. Rowe Price Floating Rate Adv 0.39 0.32 1.51 8.26 3.21 4.02
JPMorgan Floating Rate Income C 0.45 0.32 1.26 9.47 1.29 3.22
Putnam Floating Rate Income M 0.47 0.31 1.32 9.71 2.48 4.23
Putnam Floating Rate Income A 0.36 0.31 1.34 9.76 2.53 4.28
Pioneer Floating Rate C 0.36 0.31 0.98 6.65 1.96 3.12
Goldman Sachs High Yield Fl Rate A 0.47 0.31 1.04 8.96 2.51 3.54
First Investors Floating Rate Instl 0.42 0.31 1.31 7.18 2.24 ---
Fidelity® Floating Rate High Income 0.37 0.31 1.65 11.49 2.84 3.71
Payden Floating Rate SI 0.35 0.30 1.52 7.59 3.46 ---
Payden Floating Rate Investor 0.35 0.30 1.48 7.49 3.32 ---
Goldman Sachs High Yield Fl Rate R 0.35 0.30 0.88 8.58 2.23 3.29
First Investors Floating Rate Advisor 0.40 0.30 1.27 6.97 2.01 ---
Fidelity Advisor® Floating Rate Hi Inc A 0.45 0.30 1.68 11.28 2.56 3.44
Prudential Floating Rate Income C 0.33 0.29 1.41 8.46 2.33 3.60
PENN Capital Senior Fltng Rt Inc Instl 0.39 0.29 1.56 7.21 --- ---
Metropolitan West Floating Rate Inc I 0.34 0.29 1.35 6.89 3.15 ---
MainStay Floating Rate R3 0.43 0.29 1.57 --- --- ---
First Investors Floating Rate A 0.39 0.29 1.22 6.65 1.79 ---
Fidelity Advisor® Floating Rate Hi Inc T 0.44 0.29 1.55 11.07 2.46 3.32
Columbia Floating Rate C 0.36 0.29 1.44 10.16 2.47 4.01
Guggenheim Floating Rate Strats Instl 0.36 0.28 1.39 8.41 3.73 5.76
Guggenheim Floating Rate Strats P 0.34 0.27 1.65 8.50 --- ---
Guggenheim Floating Rate Strats A 0.34 0.27 1.37 8.17 3.49 5.51
Goldman Sachs High Yield Fl Rate C 0.31 0.27 0.85 8.15 1.72 2.79
Voya Floating Rate I 0.35 0.26 1.40 8.31 3.12 4.56
MainStay Floating Rate C 0.40 0.26 1.45 8.43 1.89 2.93
MainStay Floating Rate B 0.40 0.26 1.34 8.42 1.89 2.91
Invesco Floating Rate R6 0.71 0.26 2.72 13.44 3.17 ---
Voya Floating Rate A 0.33 0.25 1.33 8.03 2.82 4.30
Oppenheimer Senior Floating Rate R 0.65 0.25 2.23 14.54 3.33 ---
Victory Floating Rate R 0.45 0.24 1.51 13.88 1.89 3.73
T. Rowe Price Instl Floating Rate F 0.32 0.24 1.46 8.55 3.49 4.56
Franklin Floating Rate Daily Access Adv 0.32 0.24 1.62 13.31 3.35 4.41
Deutsche Floating Rate S 0.24 0.24 1.57 6.00 0.47 2.80
Deutsche Floating Rate Institutional 0.36 0.24 1.60 6.10 0.55 2.92
Deutsche Floating Rate C 0.24 0.24 1.34 5.00 -0.41 1.89
Deutsche Floating Rate A 0.36 0.24 1.65 5.86 0.33 2.65
Voya Floating Rate R 0.41 0.23 1.37 7.77 2.61 4.04
Pioneer Floating Rate K 0.45 0.23 1.26 7.80 3.12 ---
Neuberger Berman Floating Rate Inc Inst 0.26 0.23 1.26 8.62 2.70 4.11
Franklin Floating Rate Daily Access A 0.29 0.23 1.56 13.03 3.09 4.17
Federated Floating Rate Strat Inc C 0.26 0.23 1.27 7.60 2.31 ---
Lord Abbett Floating Rate R6 0.61 0.22 2.04 11.43 --- ---
Guggenheim Floating Rate Strats C 0.28 0.22 1.18 7.36 2.72 4.73
Pioneer Floating Rate A 0.42 0.21 1.18 7.45 2.70 3.85
GuideStone Funds Flexible Income Inv 0.31 0.21 1.34 7.30 1.53 ---
Voya Floating Rate P 0.41 0.20 1.57 9.03 3.77 ---
Voya Floating Rate C 0.27 0.20 1.13 7.22 2.06 3.52
Shenkman Floating Rate High Income Instl 0.37 0.20 1.77 9.78 --- ---
Payden Floating Rate Adviser 0.33 0.20 1.32 7.19 3.09 ---
Neuberger Berman Floating Rate Inc A 0.33 0.20 1.16 8.22 2.33 3.72
Franklin Floating Rate Daily Access C 0.26 0.20 1.45 12.58 2.68 3.74
DoubleLine Floating Rate N 0.25 0.20 1.23 5.77 2.48 ---
DoubleLine Floating Rate I 0.27 0.20 1.29 5.94 2.71 ---
BlackRock Floating Rate Income K 0.55 0.20 1.97 --- --- ---
BlackRock Floating Rate Income Inv C1 0.48 0.20 1.76 8.01 2.63 3.86
Putnam Floating Rate Income R 0.34 0.18 1.16 9.49 2.23 4.00
Putnam Floating Rate Income B 0.34 0.18 1.17 9.55 2.28 4.05
Metropolitan West Floating Rate Inc M 0.33 0.18 1.30 6.67 2.95 ---
Voya Floating Rate W 0.35 0.16 1.40 8.29 3.11 4.57
Ziegler Floating Rate Institutional 0.23 0.15 1.43 --- --- ---
Ziegler Floating Rate A 0.21 0.15 1.38 --- --- ---
Putnam Floating Rate Income C 0.31 0.15 1.03 8.95 1.71 3.47
Nuveen Symphony Floating Rate Income I 0.66 0.15 1.85 11.58 3.09 5.57
Nuveen Symphony Floating Rate Income C 0.58 0.15 1.66 10.54 2.07 4.52
Neuberger Berman Floating Rate Inc C 0.27 0.15 0.97 7.42 1.53 2.95
Ziegler Floating Rate C 0.19 0.12 1.25 --- --- ---
Oppenheimer Senior Floating Rate I 0.70 0.12 2.37 15.22 3.87 ---
Lord Abbett Floating Rate R5 0.60 0.11 2.03 11.37 --- ---
Lord Abbett Floating Rate R4 0.58 0.11 1.96 11.08 --- ---
T. Rowe Price Floating Rate I 0.47 0.10 --- --- --- ---
Nuveen Symphony Floating Rate Income R6 0.66 0.10 1.91 11.70 --- ---
Nuveen Symphony Floating Rate Income A 0.64 0.10 1.79 11.32 2.84 5.31
PIMCO Senior Floating Rate P 0.33 0.00 1.26 8.55 2.69 3.79
PIMCO Senior Floating Rate Instl 0.34 0.00 1.28 8.65 2.79 3.89
PIMCO Senior Floating Rate D 0.31 0.00 1.20 8.33 2.48 3.58
PIMCO Senior Floating Rate C 0.25 0.00 1.01 7.53 1.72 2.81
PIMCO Senior Floating Rate A 0.31 0.00 1.20 8.33 2.48 3.58
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