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Data through 11/21/2014. 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 0.79 1.77 -0.07 2.40 5.55 5.90
Sound Point Floating Rate Income Instl 0.77 4.35 0.38 5.24 --- ---
Loomis Sayles Sr Floating Rate and F/I Y 0.75 3.83 0.17 4.55 7.74 ---
BlackRock Secured Credit Portfolio Instl 1.10 3.72 0.47 4.47 6.55 ---
Loomis Sayles Sr Floating Rate and F/I A 0.63 3.51 0.10 4.28 7.47 ---
Loomis Sayles Sr Floating Rate and A LW 0.63 3.51 0.10 4.28 7.47 ---
BlackRock Secured Credit Portfolio Inv A 1.08 3.49 0.41 4.31 6.32 ---
BlackRock Secured Credit Portfolio A LW 1.08 3.49 0.41 4.31 6.32 ---
Guggenheim Floating Rate Strats Instl 0.83 3.30 0.46 3.96 --- ---
Guggenheim Floating Rate Strategies A LW 0.81 3.07 0.39 3.71 --- ---
Guggenheim Floating Rate Strategies A 0.81 3.07 0.39 3.71 --- ---
Fidelity® Series Floating Rate High IncF 0.77 2.91 -0.17 3.51 7.32 ---
Metropolitan West Floating Rate Inc I 0.56 2.90 0.33 3.58 --- ---
Oppenheimer Senior Floating Rt Pls I 1.03 2.89 0.07 3.85 --- ---
Loomis Sayles Sr Floating Rate and F/I C 0.57 2.89 -0.08 3.53 6.68 ---
Voya Floating Rate P 0.97 2.84 0.81 3.47 --- ---
Oppenheimer Senior Floating Rt Pls Y 1.02 2.83 0.04 3.80 --- ---
Metropolitan West Floating Rate Inc M 0.65 2.82 0.38 3.48 --- ---
Fidelity® Series Floating Rate High Inc 0.77 2.82 -0.19 3.41 7.21 ---
BlackRock Secured Credit Portfolio Inv C 1.02 2.80 0.12 3.43 5.50 ---
Oppenheimer Senior Floating Rt Pls A LW 1.00 2.59 -0.02 3.53 --- ---
Oppenheimer Senior Floating Rt Pls A 1.00 2.59 -0.02 3.53 --- ---
BlackRock Floating Rate Income Instl 1.31 2.57 0.49 3.09 5.74 ---
First Trust Short Duration High Inc I 0.55 2.51 0.04 3.40 --- ---
T. Rowe Price Instl Floating Rate 0.99 2.46 0.34 3.04 5.57 5.98
Catalyst/Princeton Floating Rt Inc I 0.63 2.46 -0.86 3.42 --- ---
Columbia Floating Rate I 0.92 2.42 -0.04 3.04 6.49 6.90
Invesco Floating Rate R5 0.91 2.40 0.19 3.13 6.58 7.01
Invesco Floating Rate Y 0.91 2.38 0.18 3.11 6.50 6.96
Guggenheim Floating Rate Strategies C 0.74 2.38 0.20 2.92 --- ---
Prudential Floating Rate Income Z 0.96 2.37 0.20 3.03 5.74 ---
Columbia Floating Rate R5 0.92 2.37 -0.05 2.99 6.47 6.87
Voya Floating Rate W 1.01 2.34 0.64 2.89 5.75 ---
Voya Floating Rate I 0.92 2.34 0.65 2.79 5.73 ---
Credit Suisse Floating Rate Hi Inc Instl 0.80 2.34 0.18 2.83 5.74 7.86
T. Rowe Price Instl Floating Rate F 0.88 2.33 0.31 2.80 5.44 ---
Columbia Floating Rate Z 0.91 2.31 -0.07 2.92 6.36 ---
Columbia Floating Rate R4 0.91 2.31 -0.07 2.92 --- ---
First Trust Short Duration High Inc A LW 0.58 2.29 -0.02 3.14 --- ---
First Trust Short Duration High Inc A 0.58 2.29 -0.02 3.14 --- ---
Payden Floating Rate Institutional 0.72 2.28 0.27 2.79 --- ---
Dreyfus Floating Rate Income Y 0.75 2.28 0.21 3.02 --- ---
Dreyfus Floating Rate Income I 0.75 2.28 0.29 3.02 --- ---
Catalyst/Princeton Floating Rt Inc A LW 0.61 2.26 -0.92 3.18 --- ---
Catalyst/Princeton Floating Rt Inc A 0.61 2.26 -0.92 3.18 --- ---
Transamerica Floating Rate I 0.91 2.25 0.33 2.75 --- ---
RidgeWorth Seix Floating RT High Inc I 0.83 2.24 0.10 2.81 5.70 6.16
Pioneer Floating Rate K 0.92 2.20 0.35 --- --- ---
Columbia Floating Rate A Load Waived 1.00 2.20 -0.02 2.78 6.14 6.54
Columbia Floating Rate A 1.00 2.20 -0.02 2.78 6.14 6.54
BlackRock Floating Rate Income Inv A LW 1.19 2.20 0.31 2.78 5.38 5.83
BlackRock Floating Rate Income Inv A 1.19 2.20 0.31 2.78 5.38 5.83
Pioneer Floating Rate Y 0.91 2.19 0.35 2.67 5.13 5.66
Payden Floating Rate Investor 0.81 2.18 0.24 2.69 --- ---
Invesco Floating Rate R6 0.93 2.18 0.08 3.16 --- ---
Invesco Floating Rate A Load Waived 0.89 2.16 0.12 2.85 6.23 6.69
Invesco Floating Rate A 0.89 2.16 0.12 2.85 6.23 6.69
Lord Abbett Floating Rate I 0.82 2.15 0.03 2.72 6.34 6.11
Columbia Floating Rate W 0.88 2.15 -0.15 2.74 6.14 6.50
Prudential Floating Rate Income A LW 0.94 2.14 0.13 2.77 5.49 ---
Prudential Floating Rate Income A 0.94 2.14 0.13 2.77 5.49 ---
Columbia Floating Rate K 0.90 2.14 -0.11 2.72 6.21 6.59
PL Floating Rate Income Advisor 0.78 2.10 0.00 2.76 --- ---
Pioneer Floating Rate Z 0.90 2.07 0.30 2.54 4.90 ---
Payden Floating Rate Adviser 0.79 2.07 0.15 2.45 --- ---
Lord Abbett Floating Rate F 0.81 2.07 0.01 2.64 6.26 5.99
Dreyfus Floating Rate Income A LW 0.63 2.07 0.18 2.74 --- ---
Dreyfus Floating Rate Income A 0.63 2.07 0.18 2.74 --- ---
Virtus Senior Floating Rate I 0.87 2.06 0.00 2.60 5.72 6.00
T. Rowe Price Floating Rate 0.94 2.06 0.14 2.48 4.79 ---
Oppenheimer Senior Floating Rate Y 0.79 2.05 -0.02 2.94 6.06 7.20
PIMCO Senior Floating Rate Instl 0.93 2.03 0.47 2.85 4.81 ---
MainStay Floating Rate I 1.10 2.03 0.36 2.46 4.86 5.24
Transamerica Floating Rate A LW 0.79 2.02 0.27 2.47 --- ---
Transamerica Floating Rate A 0.79 2.02 0.27 2.47 --- ---
Voya Floating Rate A Load Waived 0.89 2.01 0.48 2.53 5.46 ---
Voya Floating Rate A 0.89 2.01 0.48 2.53 5.46 ---
PL Floating Rate Income I 0.78 2.01 -0.09 2.67 6.62 ---
Oppenheimer Senior Floating Rt Pls C 0.92 1.98 -0.23 2.72 --- ---
Lord Abbett Floating Rate A Load Waived 0.80 1.98 -0.01 2.53 6.14 5.87
Lord Abbett Floating Rate A 0.80 1.98 -0.01 2.53 6.14 5.87
Columbia Floating Rate R 0.98 1.98 -0.08 2.53 5.87 ---
T. Rowe Price Floating Rate Adv 0.93 1.97 0.11 2.37 4.65 ---
RidgeWorth Seix Floating RT High Inc A 0.92 1.97 0.03 2.50 5.42 5.83
RidgeWorth Seix Floating RT High In A LW 0.92 1.97 0.03 2.50 5.42 5.83
Hartford Floating Rate High Inc Y 0.40 1.97 -0.95 2.98 7.15 ---
Hartford Floating Rate High Inc R5 0.40 1.97 -0.95 2.99 7.15 ---
DoubleLine Floating Rate I 0.96 1.97 0.53 2.40 --- ---
Credit Suisse Floating Rate Hi Inc A LW 0.63 1.97 0.12 2.56 5.45 7.59
Credit Suisse Floating Rate Hi Inc A 0.63 1.97 0.12 2.56 5.45 7.59
PIMCO Senior Floating Rate P 0.92 1.95 0.44 2.75 4.70 ---
Nuveen Symphony Floating Rate Income I 0.55 1.95 -0.33 2.99 7.98 ---
Hartford Floating Rate Y 0.97 1.93 -0.11 2.64 5.83 6.43
Hartford Floating Rate High Inc I 0.40 1.92 -0.96 2.93 7.19 ---
JHancock Floating Rate Income NAV 0.75 1.90 -0.40 2.46 5.71 6.44
PL Floating Rate Income A Load Waived 0.86 1.89 -0.06 2.51 --- ---
PL Floating Rate Income A 0.86 1.89 -0.06 2.51 --- ---
Pioneer Floating Rate A Load Waived 0.88 1.89 0.26 2.34 4.72 5.33
Pioneer Floating Rate A 0.88 1.89 0.26 2.34 4.72 5.33
Hartford Floating Rate R5 0.96 1.87 -0.13 2.45 5.76 6.34
Eaton Vance Floating-Rate Advantage I 1.06 1.87 0.12 2.56 6.30 7.47
Hartford Floating Rate I 0.84 1.86 -0.24 2.45 5.74 6.37
DoubleLine Floating Rate N 1.03 1.85 0.46 2.23 --- ---
Virtus Senior Floating Rate A LW 0.85 1.83 -0.06 2.45 5.45 5.75
Virtus Senior Floating Rate A 0.85 1.83 -0.06 2.45 5.45 5.75
Oppenheimer Senior Floating Rate I 0.78 1.83 -0.02 3.02 --- ---
Oppenheimer Senior Floating Rate A LW 0.76 1.83 -0.08 2.69 5.77 6.93
Oppenheimer Senior Floating Rate A 0.76 1.83 -0.08 2.69 5.77 6.93
JPMorgan Floating Rate Income Select 0.88 1.83 -0.01 2.41 5.78 ---
Goldman Sachs High Yield Fl Rate Instl 1.07 1.83 0.28 2.43 4.81 ---
Neuberger Berman Floating Rate Inc Inst 1.16 1.82 0.41 2.25 5.50 ---
JPMorgan Floating Rate Income R6 0.89 1.82 0.02 2.51 --- ---
JHancock Floating Rate Income R6 0.75 1.81 -0.41 2.36 5.60 ---
Invesco Floating Rate R 0.87 1.81 -0.07 2.47 5.92 6.39
Eaton Vance Floating-Rate & Hi Inc Inst 0.69 1.81 -0.10 2.45 5.73 6.47
Voya Floating Rate R 0.87 1.79 0.42 2.28 5.17 ---
PIMCO Senior Floating Rate D 0.90 1.78 0.39 2.54 4.50 ---
PIMCO Senior Floating Rate A LW 0.90 1.78 0.39 2.54 4.50 ---
PIMCO Senior Floating Rate A 0.90 1.78 0.39 2.54 4.50 ---
Franklin Floating Rate Daily Access Adv 0.62 1.78 0.12 2.22 5.12 5.25
Goldman Sachs High Yield Fl Rate IR 1.06 1.76 0.26 2.34 4.75 ---
Fidelity® Floating Rate High Income 0.82 1.76 0.00 2.17 4.36 4.92
JHancock Floating Rate Income 1 0.64 1.75 -0.41 2.30 5.62 6.37
MainStay Floating Rate Inv 0.97 1.74 0.21 2.25 4.53 4.90
SunAmerica Senior Floating Rate A LW 0.83 1.73 -0.01 2.37 5.16 5.76
SunAmerica Senior Floating Rate A 0.83 1.73 -0.01 2.37 5.16 5.76
Hartford Floating Rate High Inc R4 0.38 1.72 -1.03 2.68 6.83 ---
Lord Abbett Floating Rate R3 0.78 1.71 -0.08 2.34 5.88 5.61
Hartford Floating Rate High Inc A LW 0.38 1.71 -1.02 2.67 6.89 ---
Hartford Floating Rate High Inc A 0.38 1.71 -1.02 2.67 6.89 ---
First Trust Short Duration High Inc C 0.52 1.71 -0.16 2.37 --- ---
Nuveen Symphony Floating Rate Income A 0.48 1.70 -0.43 2.65 7.69 ---
Nuveen Symphony Floating Rate Incom A LW 0.48 1.70 -0.43 2.65 7.69 ---
MainStay Floating Rate A Load Waived 0.97 1.69 0.19 2.21 4.56 4.96
MainStay Floating Rate A 0.97 1.69 0.19 2.21 4.56 4.96
JHancock Floating Rate Income I 0.63 1.66 -0.44 2.32 5.56 6.29
RS Floating Rate Y 0.59 1.65 -0.48 2.35 5.87 ---
Eaton Vance Floating-Rate Advantage Adv 1.04 1.65 0.06 2.31 6.04 7.23
Eaton Vance Floating-Rate Advantage A LW 1.04 1.65 0.06 2.31 6.04 7.23
Eaton Vance Floating-Rate Advantage A 1.04 1.65 0.06 2.31 6.04 7.23
Lord Abbett Floating Rate R2 0.88 1.63 0.00 2.24 5.77 5.63
Hartford Floating Rate A Load Waived 0.82 1.62 -0.31 2.18 5.47 6.08
Hartford Floating Rate A 0.82 1.62 -0.31 2.18 5.47 6.08
Fidelity Advisor® Floating Rate Hi Inc I 0.72 1.61 -0.12 2.11 4.32 4.86
Hartford Floating Rate R4 0.82 1.59 -0.32 2.15 5.45 6.05
Eaton Vance Floating-Rate & Hi Inc A LW 0.65 1.58 -0.10 2.18 5.43 6.20
Eaton Vance Floating-Rate & Hi Inc A 0.65 1.58 -0.10 2.18 5.43 6.20
PIMCO Senior Floating Rate R 0.88 1.57 0.32 2.28 4.24 ---
Invesco Floating Rate C 0.72 1.57 -0.14 2.20 5.66 6.14
Franklin Floating Rate Daily Access A LW 0.71 1.56 0.17 2.08 4.85 4.99
Franklin Floating Rate Daily Access A 0.71 1.56 0.17 2.08 4.85 4.99
Catalyst/Princeton Floating Rt Inc C 0.54 1.55 -1.12 2.45 --- ---
Goldman Sachs High Yield Fl Rate A LW 1.04 1.53 0.19 2.09 4.42 ---
Goldman Sachs High Yield Fl Rate A 1.04 1.53 0.19 2.09 4.42 ---
Columbia Floating Rate C 0.94 1.52 -0.32 2.01 5.34 5.75
BlackRock Floating Rate Income Inv C1 1.14 1.52 0.18 2.24 4.87 ---
BlackRock Floating Rate Income Inv C 1.12 1.52 0.13 2.02 4.59 ---
JPMorgan Floating Rate Income A LW 0.86 1.51 -0.08 2.14 5.49 ---
JPMorgan Floating Rate Income A 0.86 1.51 -0.08 2.14 5.49 ---
Fidelity Advisor® Floating Rate Hi Inc A 0.80 1.50 -0.07 1.98 4.10 4.64
Fidelity Advisor® Floating Rate Hi A LW 0.80 1.50 -0.07 1.98 4.10 4.64
Neuberger Berman Floating Rate Inc A LW 1.13 1.48 0.32 1.87 5.11 ---
Neuberger Berman Floating Rate Inc A 1.13 1.48 0.32 1.87 5.11 ---
JHancock Floating Rate Income A LW 0.71 1.48 -0.51 1.98 5.19 5.90
JHancock Floating Rate Income A 0.71 1.48 -0.51 1.98 5.19 5.90
Eaton Vance Floating-Rate & Hi Inc Adv 0.56 1.47 -0.17 2.19 5.43 6.19
SunAmerica Senior Floating Rate C 0.68 1.46 -0.21 1.94 4.81 5.45
Prudential Floating Rate Income C 0.87 1.46 -0.06 2.00 4.66 ---
Hartford Floating Rate High Inc R3 0.35 1.46 -1.10 2.37 6.51 ---
Voya Floating Rate C 0.93 1.43 0.39 1.87 4.71 ---
RidgeWorth Seix Floating RT High Inc C 0.76 1.43 -0.12 1.89 4.72 5.15
Fidelity Advisor® Floating Rate Hi Inc T 0.79 1.42 -0.10 1.78 3.97 4.55
Transamerica Floating Rate C 0.82 1.41 0.07 1.75 --- ---
Columbia Floating Rate B 0.83 1.41 -0.32 1.90 5.30 5.72
Dreyfus Floating Rate Income C 0.64 1.40 -0.01 1.94 --- ---
Deutsche Floating Rate Institutional 0.58 1.39 -0.35 1.95 5.31 5.92
Lord Abbett Floating Rate C 0.75 1.36 -0.18 1.84 5.45 5.17
Hartford Floating Rate R3 0.91 1.36 -0.27 1.88 5.16 5.80
Dunham Floating Rate Bond N 0.68 1.36 -0.08 1.70 --- ---
RS Floating Rate A Load Waived 0.57 1.34 -0.54 2.10 5.60 ---
RS Floating Rate A 0.57 1.34 -0.54 2.10 5.60 ---
Eaton Vance Floating-Rate Advantage B 0.91 1.33 -0.04 1.95 5.67 6.85
Goldman Sachs High Yield Fl Rate R 1.02 1.31 0.14 1.84 4.19 ---
Eaton Vance Floating Rate I 0.78 1.31 0.08 1.92 4.93 5.74
Credit Suisse Floating Rate Hi Inc C 0.57 1.30 -0.21 1.80 4.66 6.76
Credit Suisse Floating Rate Hi Inc B 0.57 1.30 -0.21 1.80 4.67 6.80
Deutsche Floating Rate S 0.67 1.27 -0.39 1.82 5.15 5.79
Oppenheimer Senior Floating Rate B 0.72 1.25 -0.21 2.17 5.16 6.28
Deutsche Floating Rate A Load Waived 0.65 1.24 -0.43 1.67 5.01 5.62
Deutsche Floating Rate A 0.65 1.24 -0.43 1.67 5.01 5.62
Putnam Floating Rate Income A LW 0.67 1.23 -0.17 2.07 5.66 5.78
Putnam Floating Rate Income A 0.67 1.23 -0.17 2.07 5.66 5.78
Pioneer Floating Rate C 0.82 1.23 0.08 1.60 3.94 4.54
Oppenheimer Senior Floating Rate R 0.61 1.23 -0.16 2.30 --- ---
Franklin Floating Rate Daily Access C 0.68 1.20 -0.04 1.67 4.44 4.57
Eaton Vance Floating-Rate Advantage C 1.00 1.19 -0.07 1.79 5.52 6.69
Eaton Vance Floating Rate Adv 0.76 1.19 0.02 1.66 4.67 5.48
Virtus Senior Floating Rate C 0.79 1.15 -0.25 1.58 4.66 4.96
Oppenheimer Senior Floating Rate C 0.70 1.15 -0.27 1.92 5.16 6.36
Eaton Vance Floating Rate A Load Waived 0.74 1.15 0.05 1.73 4.68 5.50
Eaton Vance Floating Rate A 0.74 1.15 0.05 1.73 4.68 5.50
PIMCO Senior Floating Rate C 0.84 1.14 0.20 1.77 3.72 ---
Putnam Floating Rate Income Y 0.47 1.10 -0.44 1.98 5.81 5.97
Highland Floating Rate Opportunities Z 0.50 1.09 -1.05 3.12 12.23 9.57
PL Floating Rate Income C 0.70 1.08 -0.35 1.66 --- ---
Hartford Floating Rate High Inc C 0.31 1.08 -1.30 1.91 6.06 ---
Dunham Floating Rate Bond A Load Waived 0.66 1.07 -0.24 1.36 --- ---
Dunham Floating Rate Bond A 0.66 1.07 -0.24 1.36 --- ---
Putnam Floating Rate Income B 0.65 1.06 -0.22 1.75 5.41 5.51
MainStay Floating Rate C 1.01 1.06 0.12 1.49 3.75 4.15
MainStay Floating Rate B 0.91 1.06 0.02 1.49 3.75 4.15
Nuveen Symphony Floating Rate Income C 0.42 1.05 -0.58 1.92 6.87 ---
Fidelity Advisor® Floating Rate Hi Inc B 0.76 1.03 -0.20 1.35 3.52 4.08
JPMorgan Floating Rate Income C 0.82 1.02 -0.19 1.58 4.95 ---
Hartford Floating Rate C 0.87 0.95 -0.39 1.42 4.70 5.30
Highland Floating Rate Opportunities A 0.59 0.91 -1.02 2.76 11.88 9.22
Highland Floating Rate Opportunitie A LW 0.59 0.91 -1.02 2.76 11.88 9.22
Putnam Floating Rate Income R 0.65 0.90 -0.24 1.70 5.36 5.50
Eaton Vance Floating-Rate & Hi Inc B 0.50 0.90 -0.35 1.43 4.64 5.41
RS Floating Rate K 0.52 0.87 -0.68 1.61 5.11 ---
Putnam Floating Rate Income M 0.46 0.87 -0.49 1.70 5.50 5.66
Goldman Sachs High Yield Fl Rate C 0.98 0.85 0.01 1.23 3.68 ---
First Investors Floating Rate Instl 0.59 0.83 -0.28 1.44 --- ---
Fidelity Advisor® Floating Rate Hi Inc C 0.63 0.82 -0.36 1.11 3.29 3.84
Neuberger Berman Floating Rate Inc C 1.06 0.80 0.13 1.11 4.32 ---
Eaton Vance Floating-Rate & Hi Inc C 0.50 0.79 -0.35 1.31 4.65 5.39
Hartford Floating Rate B 0.75 0.78 -0.54 1.35 4.61 5.24
JHancock Floating Rate Income C 0.54 0.76 -0.68 1.19 4.42 5.15
RS Floating Rate C 0.50 0.73 -0.74 1.31 4.79 ---
First Investors Floating Rate Advisor 0.57 0.68 -0.32 1.19 --- ---
JHancock Floating Rate Income B 0.65 0.67 -0.70 1.20 4.40 5.13
Dunham Floating Rate Bond C 0.71 0.64 -0.27 0.90 --- ---
Putnam Floating Rate Income C 0.60 0.59 -0.36 1.19 4.84 5.01
Deutsche Floating Rate C 0.52 0.56 -0.57 0.92 4.25 4.84
First Investors Floating Rate A 0.55 0.53 -0.40 1.06 --- ---
Eaton Vance Floating Rate C 0.70 0.52 -0.17 1.01 3.89 4.70
Highland Floating Rate Opportunities C 0.55 0.47 -1.14 2.39 11.34 8.68
Eaton Vance Floating Rate B 0.70 0.41 -0.17 0.90 3.89 4.68
Sound Point Floating Rate Income Inv 0.67 --- 0.29 --- --- ---
Deutsche Floating Rate R6 0.58 --- --- --- --- ---
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