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Data through 2/27/2015. 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 1.54 1.58 0.33 1.50 4.52 5.02
RS Floating Rate A Load Waived 2.14 2.37 -0.15 0.40 4.25 4.87
RS Floating Rate A 2.14 2.37 -0.15 0.40 4.25 4.87
RS Floating Rate Y 2.16 2.30 -0.19 0.65 4.49 5.06
RS Floating Rate C 2.17 2.24 -0.35 -0.29 3.46 4.21
RS Floating Rate K 2.09 2.17 -0.29 -0.14 3.76 4.45
BlackRock Secured Credit Portfolio Instl 1.75 2.17 0.78 3.69 5.87 6.03
RidgeWorth Seix Floating Rate Hi Inc I 2.02 2.11 0.64 2.05 4.78 5.54
RidgeWorth Seix Floating Rate Hi Inc A 1.99 2.06 0.56 1.86 4.49 5.22
RidgeWorth Seix Floating Rate Hi In A LW 1.99 2.06 0.56 1.86 4.49 5.22
BlackRock Secured Credit Portfolio Inv A 1.73 2.03 0.62 3.33 5.60 5.74
BlackRock Secured Credit Portfolio A LW 1.73 2.03 0.62 3.33 5.60 5.74
Virtus Senior Floating Rate I 1.92 2.01 0.79 2.06 4.79 5.40
BlackRock Secured Credit Portfolio Inv C 1.66 2.00 0.52 2.56 4.82 4.98
Eaton Vance Floating-Rate Advantage I 1.73 1.99 1.00 2.33 5.33 6.37
Virtus Senior Floating Rate A LW 1.89 1.97 0.72 1.90 4.53 5.15
Virtus Senior Floating Rate A 1.89 1.97 0.72 1.90 4.53 5.15
RidgeWorth Seix Floating Rate Hi Inc C 1.82 1.97 0.41 1.15 3.84 4.55
Neuberger Berman Floating Rate Inc Inst 1.66 1.97 0.93 2.30 4.40 5.35
Eaton Vance Floating-Rate Advantage Adv 1.71 1.95 0.93 2.08 5.07 6.13
Eaton Vance Floating-Rate Advantage A LW 1.71 1.95 0.84 2.08 5.07 6.13
Eaton Vance Floating-Rate Advantage A 1.71 1.95 0.84 2.08 5.07 6.13
Nuveen Symphony Floating Rate Income I 1.88 1.93 1.43 2.67 6.54 ---
First Trust Short Duration High Inc I 2.03 1.93 1.63 3.44 --- ---
Neuberger Berman Floating Rate Inc A LW 1.62 1.91 0.84 1.92 4.02 4.95
Neuberger Berman Floating Rate Inc A 1.62 1.91 0.84 1.92 4.02 4.95
Oppenheimer Senior Floating Rt Pls I 1.99 1.90 0.05 2.01 --- ---
Fidelity® Series Floating Rate High IncF 1.88 1.90 0.19 2.18 5.84 ---
Catalyst/Princeton Floating Rt Inc I 2.00 1.90 0.02 1.14 --- ---
Nuveen Symphony Floating Rate Income A 1.84 1.89 1.33 2.39 6.26 ---
Nuveen Symphony Floating Rate Incom A LW 1.84 1.89 1.33 2.39 6.26 ---
First Trust Short Duration High Inc A LW 1.99 1.89 1.54 3.16 --- ---
First Trust Short Duration High Inc A 1.99 1.89 1.54 3.16 --- ---
Eaton Vance Floating-Rate Advantage B 1.58 1.89 0.75 1.72 4.71 5.76
Fidelity® Series Floating Rate High Inc 1.87 1.88 0.16 2.07 5.73 ---
Eaton Vance Floating-Rate Advantage C 1.67 1.87 0.71 1.56 4.55 5.61
Fidelity® Floating Rate High Income 1.70 1.86 0.45 1.55 3.58 4.25
Fidelity Advisor® Floating Rate Hi Inc I 1.70 1.86 0.34 1.40 3.53 4.21
Oppenheimer Senior Floating Rt Pls A LW 1.95 1.85 -0.04 1.65 --- ---
Oppenheimer Senior Floating Rt Pls A 1.95 1.85 -0.04 1.65 --- ---
Virtus Senior Floating Rate C 1.82 1.84 0.52 1.03 3.74 4.36
Prudential Floating Rate Income Z 1.45 1.84 0.61 2.19 4.76 ---
Payden Floating Rate Institutional 1.53 1.84 1.06 2.83 --- ---
Payden Floating Rate Investor 1.52 1.83 1.03 2.60 --- ---
MainStay Floating Rate I 1.76 1.83 0.38 1.77 3.95 4.53
Columbia Floating Rate I 1.63 1.83 0.59 2.23 5.23 5.98
Dunham Floating Rate Bond N 1.61 1.82 0.65 1.40 --- ---
Nuveen Symphony Floating Rate Income C 1.76 1.81 1.10 1.62 5.45 ---
Fidelity Advisor® Floating Rate Hi Inc A 1.68 1.81 0.28 1.16 3.28 3.95
Fidelity Advisor® Floating Rate Hi A LW 1.68 1.81 0.28 1.16 3.28 3.95
Eaton Vance Floating-Rate & Hi Inc Inst 1.52 1.81 0.85 2.01 4.78 5.64
Columbia Floating Rate Z 1.62 1.81 0.56 2.11 5.10 ---
Columbia Floating Rate R4 1.62 1.81 0.56 2.11 --- ---
Babson Global Floating Rate Y 1.75 1.81 0.35 1.25 --- ---
SunAmerica Senior Floating Rate A LW 1.62 1.80 0.22 1.19 4.36 4.62
SunAmerica Senior Floating Rate A 1.62 1.80 0.22 1.19 4.36 4.62
Prudential Floating Rate Income A LW 1.53 1.80 0.55 1.94 4.54 ---
Prudential Floating Rate Income A 1.53 1.80 0.55 1.94 4.54 ---
Lord Abbett Floating Rate A Load Waived 1.71 1.80 0.71 2.08 5.10 5.37
Lord Abbett Floating Rate A 1.71 1.80 0.71 2.08 5.10 5.37
Fidelity Advisor® Floating Rate Hi Inc T 1.67 1.80 0.35 1.17 3.18 3.87
MainStay Floating Rate Inv 1.63 1.79 0.21 1.56 3.68 4.20
MainStay Floating Rate A Load Waived 1.63 1.79 0.21 1.51 3.70 4.25
MainStay Floating Rate A 1.63 1.79 0.21 1.51 3.70 4.25
Hartford Floating Rate I 1.80 1.79 -0.11 1.18 4.40 5.34
BlackRock Floating Rate Income Instl 1.46 1.79 0.68 2.62 4.83 ---
T. Rowe Price Instl Floating Rate F 1.48 1.78 0.99 2.64 4.64 ---
Payden Floating Rate Adviser 1.58 1.78 1.06 2.53 --- ---
Oppenheimer Senior Floating Rt Pls Y 1.87 1.78 0.03 1.91 --- ---
Neuberger Berman Floating Rate Inc C 1.56 1.78 0.64 1.16 3.24 4.20
JPMorgan Floating Rate Income Select 1.57 1.78 0.16 1.28 4.69 ---
Dunham Floating Rate Bond A Load Waived 1.57 1.78 0.62 1.19 --- ---
Dunham Floating Rate Bond A 1.57 1.78 0.62 1.19 --- ---
First Trust Short Duration High Inc C 1.82 1.77 1.24 2.28 --- ---
Eaton Vance Floating-Rate & Hi Inc Adv 1.49 1.77 0.79 1.76 4.52 5.38
DoubleLine Floating Rate I 1.26 1.77 1.36 2.81 --- ---
Columbia Floating Rate W 1.60 1.77 0.50 1.93 4.87 5.61
Columbia Floating Rate K 1.60 1.77 0.52 1.93 4.95 5.67
Babson Global Floating Rate I 1.70 1.77 0.30 1.30 --- ---
Hartford Floating Rate R4 1.78 1.74 -0.18 0.76 4.10 5.02
Hartford Floating Rate A Load Waived 1.77 1.74 -0.18 0.90 4.13 5.05
Hartford Floating Rate A 1.77 1.74 -0.18 0.90 4.13 5.05
Catalyst/Princeton Floating Rt Inc A LW 1.94 1.74 -0.05 0.89 --- ---
Catalyst/Princeton Floating Rt Inc A 1.94 1.74 -0.05 0.89 --- ---
BlackRock Floating Rate Income Inv A LW 1.44 1.74 0.69 2.40 4.51 5.18
BlackRock Floating Rate Income Inv A 1.44 1.74 0.69 2.40 4.51 5.18
DoubleLine Floating Rate N 1.22 1.73 1.28 2.62 --- ---
Credit Suisse Floating Rate Hi Inc Instl 1.58 1.73 0.74 2.32 4.93 7.10
JPMorgan Floating Rate Income A LW 1.62 1.72 0.15 1.06 4.45 ---
JPMorgan Floating Rate Income A 1.62 1.72 0.15 1.06 4.45 ---
Columbia Floating Rate R 1.57 1.72 0.33 1.61 4.62 ---
Babson Global Floating Rate A LW 1.78 1.72 0.23 0.95 --- ---
Babson Global Floating Rate A 1.78 1.72 0.23 0.95 --- ---
T. Rowe Price Instl Floating Rate 1.39 1.70 0.93 2.78 4.74 5.35
Lord Abbett Floating Rate I 1.61 1.70 0.63 2.15 5.25 5.55
Hartford Floating Rate R3 1.75 1.70 -0.25 0.62 3.83 4.77
Franklin Floating Rate Daily Access Adv 1.44 1.70 0.59 1.87 4.24 4.60
Eaton Vance Floating-Rate & Hi Inc A LW 1.43 1.70 0.80 1.78 4.50 5.36
Eaton Vance Floating-Rate & Hi Inc A 1.43 1.70 0.80 1.78 4.50 5.36
Dunham Floating Rate Bond C 1.60 1.70 1.09 1.31 --- ---
Deutsche Floating Rate R6 1.45 1.70 0.07 --- --- ---
Deutsche Floating Rate Institutional 1.45 1.70 0.07 0.89 4.21 4.85
Columbia Floating Rate R5 1.50 1.70 0.47 2.07 5.17 5.93
Sound Point Floating Rate Income Instl 1.09 1.69 1.45 4.45 --- ---
Lord Abbett Floating Rate F 1.71 1.69 0.73 2.18 5.21 5.46
JPMorgan Floating Rate Income R6 1.59 1.69 0.20 1.39 --- ---
Fidelity Advisor® Floating Rate Hi Inc C 1.60 1.69 0.18 0.50 2.51 3.17
Credit Suisse Floating Rate Hi Inc A LW 1.55 1.69 0.53 2.07 4.65 6.81
Credit Suisse Floating Rate Hi Inc A 1.55 1.69 0.53 2.07 4.65 6.81
Sound Point Floating Rate Income Inv 1.18 1.68 1.57 --- --- ---
Lord Abbett Floating Rate C 1.64 1.68 0.52 1.39 4.41 4.65
Hartford Floating Rate Y 1.69 1.68 -0.21 1.13 4.44 5.37
Deutsche Floating Rate S 1.56 1.68 0.15 0.76 4.10 4.74
MainStay Floating Rate C 1.56 1.67 0.12 0.80 2.90 3.45
MainStay Floating Rate B 1.56 1.67 0.12 0.80 2.90 3.43
Hartford Floating Rate R5 1.68 1.67 -0.22 1.06 4.37 5.32
Dreyfus Floating Rate Income Y 1.51 1.67 0.74 2.36 --- ---
T. Rowe Price Floating Rate 1.37 1.66 0.93 2.37 4.05 ---
Putnam Floating Rate Income Y 1.55 1.66 0.89 1.91 4.96 5.30
Franklin Floating Rate Daily Access A LW 1.41 1.66 0.53 1.72 3.98 4.34
Franklin Floating Rate Daily Access A 1.41 1.66 0.53 1.72 3.98 4.34
Dreyfus Floating Rate Income I 1.50 1.66 0.71 2.33 --- ---
JPMorgan Floating Rate Income C 1.54 1.65 -0.01 0.47 3.91 ---
Eaton Vance Floating-Rate & Hi Inc C 1.43 1.65 0.59 0.99 3.75 4.61
Eaton Vance Floating-Rate & Hi Inc B 1.43 1.65 0.59 0.99 3.77 4.60
Deutsche Floating Rate A Load Waived 1.55 1.65 0.11 0.62 3.93 4.57
Deutsche Floating Rate A 1.55 1.65 0.11 0.62 3.93 4.57
Columbia Floating Rate A Load Waived 1.59 1.65 0.39 1.75 4.83 5.60
Columbia Floating Rate A 1.59 1.65 0.39 1.75 4.83 5.60
T. Rowe Price Floating Rate Adv 1.37 1.64 0.91 2.27 3.91 ---
Dreyfus Floating Rate Income A LW 1.55 1.64 0.71 2.15 --- ---
Dreyfus Floating Rate Income A 1.55 1.64 0.71 2.15 --- ---
Deutsche Floating Rate C 1.48 1.64 -0.07 -0.12 3.16 3.80
Columbia Floating Rate B 1.53 1.64 0.31 1.10 4.09 4.83
SunAmerica Senior Floating Rate C 1.60 1.63 0.15 0.89 4.05 4.28
Hartford Floating Rate C 1.71 1.63 -0.36 0.16 3.36 4.28
Fidelity Advisor® Floating Rate Hi Inc B 1.52 1.63 0.15 0.65 2.71 3.39
Catalyst/Princeton Floating Rt Inc C 1.83 1.63 -0.25 0.02 --- ---
Transamerica Floating Rate I 1.21 1.62 1.13 2.70 --- ---
Putnam Floating Rate Income A LW 1.42 1.62 0.80 1.63 4.65 5.01
Putnam Floating Rate Income A 1.42 1.62 0.80 1.63 4.65 5.01
Lord Abbett Floating Rate R3 1.56 1.62 0.51 1.66 4.79 5.05
BlackRock Floating Rate Income Inv C 1.37 1.62 0.50 1.64 3.73 ---
Putnam Floating Rate Income M 1.53 1.61 0.79 1.58 4.64 4.95
Oppenheimer Senior Floating Rt Pls C 1.78 1.61 -0.34 0.84 --- ---
Lord Abbett Floating Rate R2 1.55 1.61 0.48 1.56 4.69 5.07
Babson Global Floating Rate C 1.61 1.60 0.04 0.23 --- ---
Invesco Floating Rate Y 1.62 1.59 0.27 2.15 5.35 5.74
Invesco Floating Rate R5 1.62 1.59 0.28 2.17 5.43 5.82
Franklin Floating Rate Daily Access C 1.38 1.59 0.43 1.32 3.57 3.92
Transamerica Floating Rate A LW 1.19 1.58 1.06 2.38 --- ---
Transamerica Floating Rate A 1.19 1.58 1.06 2.38 --- ---
Prudential Floating Rate Income C 1.56 1.57 0.25 1.08 3.72 ---
Dreyfus Floating Rate Income C 1.49 1.57 0.45 1.30 --- ---
Credit Suisse Floating Rate Hi Inc C 1.48 1.57 0.34 1.32 3.85 6.00
Credit Suisse Floating Rate Hi Inc B 1.48 1.57 0.34 1.32 3.86 6.04
Guggenheim Floating Rate Strats Instl 1.22 1.55 0.87 3.20 6.30 ---
Guggenheim Floating Rate Strats A LW 1.24 1.55 0.85 2.99 6.09 ---
Guggenheim Floating Rate Strats A 1.24 1.55 0.85 2.99 6.09 ---
Goldman Sachs High Yield Fl Rate Instl 1.24 1.55 0.85 2.16 4.09 ---
Voya Floating Rate P 1.30 1.54 0.86 3.14 --- ---
Invesco Floating Rate A Load Waived 1.59 1.54 0.21 1.77 5.09 5.48
Invesco Floating Rate A 1.59 1.54 0.21 1.77 5.09 5.48
Voya Floating Rate W 1.24 1.53 0.79 2.45 4.88 ---
Voya Floating Rate I 1.34 1.53 0.79 2.56 4.90 ---
Goldman Sachs High Yield Fl Rate IR 1.24 1.53 0.83 2.07 4.03 ---
Eaton Vance Floating Rate I 1.37 1.53 0.80 1.72 4.19 4.90
Columbia Floating Rate C 1.41 1.53 0.20 0.99 4.05 4.81
PIMCO Senior Floating Rate Instl 1.51 1.51 1.00 2.64 4.39 ---
JHancock Floating Rate Income R6 1.57 1.51 -0.35 0.60 4.26 ---
JHancock Floating Rate Income NAV 1.57 1.51 -0.35 0.67 4.36 5.42
Hartford Floating Rate B 1.71 1.51 -0.49 -0.02 3.27 4.21
JHancock Floating Rate Income 1 1.57 1.50 -0.36 0.62 4.31 5.37
Invesco Floating Rate R 1.57 1.50 0.27 1.64 4.83 5.25
Putnam Floating Rate Income C 1.35 1.49 0.44 0.81 3.85 4.23
PIMCO Senior Floating Rate P 1.49 1.49 0.97 2.52 4.28 ---
Goldman Sachs High Yield Fl Rate A LW 1.22 1.49 0.76 1.81 3.74 ---
Goldman Sachs High Yield Fl Rate A 1.22 1.49 0.76 1.81 3.74 ---
Eaton Vance Floating Rate Adv 1.34 1.49 0.63 1.46 3.93 4.62
Voya Floating Rate A Load Waived 1.21 1.48 0.71 2.19 4.63 ---
Voya Floating Rate A 1.21 1.48 0.71 2.19 4.63 ---
Putnam Floating Rate Income B 1.40 1.47 0.62 1.30 4.44 4.78
Invesco Floating Rate C 1.55 1.47 0.07 1.37 4.57 4.99
Transamerica Floating Rate C 1.13 1.46 0.88 1.74 --- ---
Putnam Floating Rate Income R 1.40 1.46 0.61 1.24 4.38 4.73
PIMCO Senior Floating Rate D 1.46 1.46 0.90 2.30 4.07 ---
PIMCO Senior Floating Rate A LW 1.46 1.46 0.91 2.31 4.07 ---
PIMCO Senior Floating Rate A 1.46 1.46 0.91 2.31 4.07 ---
Eaton Vance Floating Rate A Load Waived 1.31 1.46 0.64 1.42 3.93 4.62
Eaton Vance Floating Rate A 1.31 1.46 0.64 1.42 3.93 4.62
Voya Floating Rate R 1.20 1.45 0.66 2.05 4.34 ---
Goldman Sachs High Yield Fl Rate R 1.30 1.45 0.70 1.57 3.51 ---
JHancock Floating Rate Income A LW 1.53 1.43 -0.46 0.21 3.86 4.89
JHancock Floating Rate Income A 1.53 1.43 -0.46 0.21 3.86 4.89
PIMCO Senior Floating Rate R 1.42 1.42 0.82 2.03 3.81 ---
BlackRock Floating Rate Income Inv C1 1.40 1.40 0.60 1.88 4.02 ---
Guggenheim Floating Rate Strats C 1.13 1.39 0.62 2.18 5.29 ---
Oppenheimer Senior Floating Rate I 1.76 1.38 0.41 1.90 --- ---
Loomis Sayles Sr Floating Rate and F/I A 1.58 1.38 -0.15 2.14 5.89 ---
Loomis Sayles Sr Floating Rate and A LW 1.58 1.38 -0.15 2.14 5.89 ---
JHancock Floating Rate Income I 1.46 1.38 -0.38 0.53 4.22 5.28
Voya Floating Rate C 1.15 1.37 0.43 1.43 3.85 ---
Oppenheimer Senior Floating Rate Y 1.41 1.37 0.07 1.51 4.89 5.99
Goldman Sachs High Yield Fl Rate C 1.15 1.37 0.47 1.05 2.96 ---
Eaton Vance Floating Rate C 1.28 1.37 0.43 0.70 3.16 3.85
Eaton Vance Floating Rate B 1.28 1.37 0.54 0.69 3.16 3.85
Pioneer Floating Rate K 1.23 1.36 0.52 2.14 --- ---
PIMCO Senior Floating Rate C 1.34 1.34 0.66 1.49 3.28 ---
Oppenheimer Senior Floating Rate A LW 1.39 1.32 0.00 1.26 4.61 5.74
Oppenheimer Senior Floating Rate A 1.39 1.32 0.00 1.26 4.61 5.74
Loomis Sayles Sr Floating Rate and F/I Y 1.52 1.32 -0.18 2.40 6.13 ---
Pioneer Floating Rate A Load Waived 1.20 1.30 0.43 1.63 3.97 4.60
Pioneer Floating Rate A 1.20 1.30 0.43 1.63 3.97 4.60
Oppenheimer Senior Floating Rate R 1.66 1.28 0.23 1.29 --- ---
Pacific Funds Floating Rate Income Adv 1.67 1.27 -0.52 0.67 --- ---
Pacific Funds Floating Rate Income A LW 1.64 1.23 -0.60 0.39 4.92 ---
Pacific Funds Floating Rate Income A 1.64 1.23 -0.60 0.39 4.92 ---
JHancock Floating Rate Income C 1.36 1.21 -0.74 -0.57 3.14 4.15
JHancock Floating Rate Income B 1.36 1.21 -0.64 -0.55 3.08 4.13
Invesco Floating Rate R6 1.61 1.21 0.25 2.04 --- ---
Pioneer Floating Rate Y 1.07 1.20 0.36 1.97 4.33 4.92
Oppenheimer Senior Floating Rate C 1.32 1.20 -0.19 0.51 3.98 5.15
Pioneer Floating Rate Z 1.06 1.18 0.47 1.81 4.15 ---
Pacific Funds Floating Rate Income I 1.58 1.17 -0.61 0.58 5.15 ---
Loomis Sayles Sr Floating Rate and F/I C 1.47 1.17 -0.35 1.38 5.07 ---
Metropolitan West Floating Rate Inc I 1.31 1.15 0.44 2.51 --- ---
Oppenheimer Senior Floating Rate B 1.34 1.12 -0.13 0.75 4.02 5.07
Metropolitan West Floating Rate Inc M 1.30 1.12 0.29 2.31 --- ---
Hartford Floating Rate High Inc I 1.97 1.06 -1.15 0.10 5.27 ---
Hartford Floating Rate High Inc R4 1.96 1.04 -1.22 -0.24 4.95 ---
Hartford Floating Rate High Inc A LW 1.96 1.04 -1.22 -0.15 4.98 ---
Hartford Floating Rate High Inc A 1.96 1.04 -1.22 -0.15 4.98 ---
Pioneer Floating Rate C 0.98 1.03 0.09 0.89 3.15 3.80
Hartford Floating Rate High Inc R3 1.93 1.02 -1.29 -0.45 4.63 ---
Pacific Funds Floating Rate Income C 1.52 1.01 -0.85 -0.40 4.12 ---
First Investors Floating Rate Advisor 1.32 1.00 -0.41 -0.03 --- ---
Hartford Floating Rate High Inc C 1.89 0.98 -1.41 -0.99 4.19 ---
First Investors Floating Rate A 1.30 0.98 -0.47 -0.22 --- ---
Hartford Floating Rate High Inc Y 1.88 0.97 -1.24 0.05 5.23 ---
Hartford Floating Rate High Inc R5 1.88 0.97 -1.15 -0.04 5.23 ---
First Investors Floating Rate Instl 1.23 0.91 -0.36 0.25 --- ---
Highland Floating Rate Opportunities A 0.80 -0.03 -0.90 0.44 9.90 8.07
Highland Floating Rate Opportunitie A LW 0.80 -0.03 -0.90 0.44 9.90 8.07
Highland Floating Rate Opportunities Z 0.83 -0.10 -0.94 0.79 10.24 8.45
Highland Floating Rate Opportunities C 0.63 -0.23 -1.15 -0.05 9.32 7.51
RidgeWorth Seix Floating Rate Hi Inc IS --- --- --- --- --- ---
Nuveen Symphony Floating Rate Income R6 --- --- --- --- --- ---
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