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Data through 5/1/2015. 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 0.87 2.84 2.73 2.37 4.37 4.61
Sound Point Floating Rate Income Instl 1.06 3.77 3.16 5.78 --- ---
Sound Point Floating Rate Income Inv 0.97 3.57 2.96 --- --- ---
Credit Suisse Floating Rate Hi Inc A LW 1.23 3.46 3.26 3.35 4.65 6.18
Credit Suisse Floating Rate Hi Inc A 1.23 3.46 3.26 3.35 4.65 6.18
RidgeWorth Seix Floating Rate Hi Inc I 0.98 3.43 3.15 3.05 4.65 5.07
Hartford Floating Rate High Inc Y 1.43 3.42 3.98 1.23 5.17 ---
Hartford Floating Rate High Inc R5 1.43 3.42 3.98 1.23 5.17 ---
Eaton Vance Floating-Rate Advantage I 0.97 3.42 3.09 3.58 5.15 5.77
Fidelity® Series Floating Rate High IncF 1.19 3.41 3.29 2.63 5.70 ---
Credit Suisse Floating Rate Hi Inc Instl 1.11 3.41 3.18 3.60 4.87 6.43
Hartford Floating Rate High Inc I 1.42 3.39 3.96 1.18 5.17 ---
Fidelity® Series Floating Rate High Inc 1.18 3.37 3.26 2.53 5.58 ---
Credit Suisse Floating Rate Hi Inc B 1.16 3.35 3.21 2.73 3.95 5.43
RidgeWorth Seix Floating Rate Hi Inc A 0.95 3.33 3.08 2.75 4.39 4.78
RidgeWorth Seix Floating Rate Hi In A LW 0.95 3.33 3.08 2.75 4.39 4.78
Eaton Vance Floating-Rate Advantage Adv 0.95 3.33 3.03 3.33 4.89 5.53
Eaton Vance Floating-Rate Advantage A LW 0.95 3.33 3.03 3.23 4.89 5.50
Eaton Vance Floating-Rate Advantage A 0.95 3.33 3.03 3.23 4.89 5.50
RS Floating Rate Y 0.89 3.32 3.02 1.20 4.16 4.76
Hartford Floating Rate High Inc R4 1.40 3.32 3.90 0.93 4.85 ---
Columbia Floating Rate I 1.00 3.32 3.07 3.10 5.13 5.54
Hartford Floating Rate High Inc A LW 1.40 3.31 3.89 0.92 4.88 ---
Hartford Floating Rate High Inc A 1.40 3.31 3.89 0.92 4.88 ---
Deutsche Floating Rate R6 1.12 3.31 3.17 --- --- ---
Deutsche Floating Rate Institutional 1.11 3.30 3.16 2.22 4.23 4.40
Columbia Floating Rate R5 1.00 3.29 3.16 3.17 5.11 5.51
Columbia Floating Rate Z 1.00 3.28 3.04 2.99 5.00 ---
Columbia Floating Rate R4 1.00 3.28 3.04 3.10 --- ---
Hartford Floating Rate I 1.18 3.27 3.33 2.14 4.27 4.82
Deutsche Floating Rate S 1.10 3.26 3.14 2.10 4.12 4.27
RS Floating Rate A Load Waived 0.77 3.24 2.96 0.95 3.90 4.55
RS Floating Rate A 0.77 3.24 2.96 0.95 3.90 4.55
Prudential Floating Rate Income Z 0.92 3.24 2.79 3.31 4.64 ---
Catalyst/Princeton Floating Rt Inc I 1.08 3.23 3.27 1.85 --- ---
Hartford Floating Rate High Inc R3 1.38 3.21 3.83 0.62 4.54 ---
Eaton Vance Floating-Rate Advantage B 0.92 3.21 2.94 2.87 4.52 5.14
Deutsche Floating Rate A Load Waived 1.09 3.21 3.10 2.05 3.96 4.10
Deutsche Floating Rate A 1.09 3.21 3.10 2.05 3.96 4.10
Columbia Floating Rate K 0.98 3.21 2.99 2.80 4.85 5.23
Credit Suisse Floating Rate Hi Inc C 1.01 3.20 3.06 2.57 3.84 5.37
Hartford Floating Rate Y 1.07 3.19 3.36 2.10 4.32 4.88
Hartford Floating Rate R4 1.16 3.18 3.27 1.85 3.94 4.53
Hartford Floating Rate A Load Waived 1.16 3.18 3.27 1.88 4.01 4.56
Hartford Floating Rate A 1.16 3.18 3.27 1.88 4.01 4.56
Columbia Floating Rate W 0.97 3.18 2.95 2.79 4.77 5.17
Babson Global Floating Rate I 1.00 3.18 3.17 2.41 --- ---
DoubleLine Floating Rate I 0.69 3.17 2.56 4.12 --- ---
SunAmerica Senior Floating Rate A LW 1.10 3.16 2.93 2.49 4.29 4.07
SunAmerica Senior Floating Rate A 1.10 3.16 2.93 2.49 4.29 4.07
Prudential Floating Rate Income A LW 0.90 3.16 2.83 3.06 4.39 ---
Prudential Floating Rate Income A 0.90 3.16 2.83 3.06 4.39 ---
Hartford Floating Rate R5 1.07 3.16 3.34 2.04 4.25 4.83
Hartford Floating Rate High Inc C 1.43 3.16 3.80 0.26 4.13 ---
Eaton Vance Floating-Rate Advantage C 0.91 3.16 2.90 2.81 4.36 4.98
T. Rowe Price Instl Floating Rate F 0.77 3.15 2.68 3.58 4.59 ---
RidgeWorth Seix Floating Rate Hi Inc C 0.90 3.12 2.93 2.03 3.71 4.11
Loomis Sayles Sr Floating Rate and F/I A 1.03 3.11 3.20 3.08 5.60 ---
Loomis Sayles Sr Floating Rate and A LW 1.03 3.11 3.20 3.08 5.60 ---
Columbia Floating Rate R 0.95 3.11 2.91 2.48 4.48 ---
Oppenheimer Senior Floating Rt Pls I 0.80 3.10 3.09 2.58 --- ---
Virtus Senior Floating Rate I 1.00 3.09 2.90 2.82 4.63 4.84
T. Rowe Price Instl Floating Rate 0.78 3.09 2.71 3.71 4.69 4.90
Loomis Sayles Sr Floating Rate and F/I Y 0.96 3.09 3.16 3.25 5.82 ---
Hartford Floating Rate R3 1.13 3.08 3.19 1.59 3.70 4.28
DoubleLine Floating Rate N 0.67 3.08 2.50 3.85 --- ---
Columbia Floating Rate A Load Waived 0.97 3.08 2.98 2.73 4.74 5.16
Columbia Floating Rate A 0.97 3.08 2.98 2.73 4.74 5.16
Fidelity® Floating Rate High Income 1.03 3.06 2.81 2.45 3.61 3.96
Deutsche Floating Rate C 1.02 3.06 3.01 1.30 3.19 3.34
Eaton Vance Floating-Rate & Hi Inc Inst 0.94 3.05 2.70 3.02 4.63 5.16
Fidelity Advisor® Floating Rate Hi Inc I 1.03 3.04 2.80 2.30 3.57 3.89
Catalyst/Princeton Floating Rt Inc A LW 0.96 3.03 3.19 1.59 --- ---
Catalyst/Princeton Floating Rt Inc A 0.96 3.03 3.19 1.59 --- ---
Putnam Floating Rate Income Y 1.06 3.01 2.87 2.76 4.60 4.96
Franklin Floating Rate Daily Access Adv 0.96 3.01 2.70 2.97 4.05 4.40
Babson Global Floating Rate Y 0.90 3.01 2.96 2.25 --- ---
Virtus Senior Floating Rate A LW 0.98 3.00 2.83 2.56 4.37 4.59
Virtus Senior Floating Rate A 0.98 3.00 2.83 2.56 4.37 4.59
Lord Abbett Floating Rate A Load Waived 0.91 3.00 2.85 2.79 4.91 5.06
Lord Abbett Floating Rate A 0.91 3.00 2.85 2.79 4.91 5.06
T. Rowe Price Floating Rate 0.75 2.99 2.65 3.34 4.07 ---
Neuberger Berman Floating Rate Inc Inst 0.63 2.98 2.63 2.97 4.11 4.90
First Trust Short Duration High Inc I 0.79 2.98 2.66 3.89 --- ---
BlackRock Secured Credit Portfolio Instl 0.64 2.98 2.60 3.89 5.88 5.97
RS Floating Rate C 0.70 2.97 2.76 0.16 3.11 3.87
Oppenheimer Senior Floating Rt Pls A LW 0.87 2.97 3.00 2.32 --- ---
Oppenheimer Senior Floating Rt Pls A 0.87 2.97 3.00 2.32 --- ---
MainStay Floating Rate A Load Waived 0.83 2.97 2.75 2.37 3.65 3.99
MainStay Floating Rate A 0.83 2.97 2.75 2.37 3.65 3.99
Babson Global Floating Rate A LW 0.87 2.97 2.98 2.03 --- ---
Babson Global Floating Rate A 0.87 2.97 2.98 2.03 --- ---
T. Rowe Price Floating Rate Adv 0.75 2.96 2.62 3.23 3.97 ---
MainStay Floating Rate Inv 0.83 2.96 2.75 2.40 3.64 3.95
Fidelity Advisor® Floating Rate Hi Inc A 1.01 2.96 2.74 2.06 3.32 3.66
Fidelity Advisor® Floating Rate Hi A LW 1.01 2.96 2.74 2.06 3.32 3.66
RS Floating Rate K 0.72 2.95 2.82 0.40 3.37 4.11
Oppenheimer Senior Floating Rt Pls Y 0.79 2.95 2.96 2.48 --- ---
Lord Abbett Floating Rate I 0.82 2.95 2.79 2.86 5.10 5.24
MainStay Floating Rate I 0.85 2.94 2.82 2.62 3.91 4.25
Columbia Floating Rate B 0.91 2.94 2.78 2.08 3.96 4.37
Voya Floating Rate P 0.67 2.93 2.64 4.15 --- ---
SunAmerica Senior Floating Rate C 0.94 2.93 2.86 2.18 3.98 3.76
BlackRock Floating Rate Income Instl 0.65 2.93 2.54 3.35 4.67 ---
Putnam Floating Rate Income A LW 1.04 2.92 2.80 2.39 4.34 4.69
Putnam Floating Rate Income A 1.04 2.92 2.80 2.39 4.34 4.69
Lord Abbett Floating Rate F 0.92 2.92 2.88 2.89 5.02 5.17
Putnam Floating Rate Income M 1.03 2.90 2.79 2.45 4.29 4.64
Eaton Vance Floating-Rate & Hi Inc A LW 0.90 2.89 2.56 2.74 4.36 4.89
Eaton Vance Floating-Rate & Hi Inc A 0.90 2.89 2.56 2.74 4.36 4.89
BlackRock Secured Credit Portfolio Inv A 0.62 2.89 2.63 3.74 5.61 5.70
BlackRock Secured Credit Portfolio A LW 0.62 2.89 2.63 3.74 5.61 5.70
Payden Floating Rate SI 0.58 2.88 2.52 3.16 --- ---
JPMorgan Floating Rate Income Select 0.95 2.88 2.62 2.03 4.58 ---
Payden Floating Rate Investor 0.58 2.86 2.50 3.03 --- ---
Neuberger Berman Floating Rate Inc A LW 0.60 2.86 2.53 2.59 3.72 4.51
Neuberger Berman Floating Rate Inc A 0.60 2.86 2.53 2.59 3.72 4.51
Invesco Floating Rate Y 0.95 2.85 2.95 2.88 5.20 5.30
Invesco Floating Rate R6 0.80 2.85 2.80 2.83 --- ---
Invesco Floating Rate R5 0.94 2.85 2.95 2.90 5.27 5.35
First Trust Short Duration High Inc A LW 0.72 2.85 2.55 3.58 --- ---
First Trust Short Duration High Inc A 0.72 2.85 2.55 3.58 --- ---
Eaton Vance Floating-Rate & Hi Inc Adv 0.81 2.85 2.52 2.64 4.37 4.88
Nuveen Symphony Floating Rate Income I 0.56 2.83 2.30 2.83 6.01 ---
BlackRock Floating Rate Income Inv A LW 0.63 2.83 2.46 3.03 4.38 4.75
BlackRock Floating Rate Income Inv A 0.63 2.83 2.46 3.03 4.38 4.75
Babson Global Floating Rate C 0.91 2.83 2.91 1.29 --- ---
Hartford Floating Rate C 0.98 2.82 2.97 1.01 3.20 3.76
Fidelity Advisor® Floating Rate Hi Inc T 0.90 2.82 2.61 1.97 3.22 3.56
Dunham Floating Rate Bond N 0.90 2.82 2.60 2.19 --- ---
Columbia Floating Rate C 0.91 2.82 2.79 1.97 3.96 4.37
JPMorgan Floating Rate Income R6 0.96 2.81 2.65 2.14 --- ---
JHancock Floating Rate Income R6 0.96 2.81 2.82 1.58 4.22 ---
JHancock Floating Rate Income NAV 0.96 2.81 2.82 1.63 4.30 4.91
Hartford Floating Rate B 0.97 2.81 3.08 0.95 3.15 3.72
Franklin Floating Rate Daily Access A LW 0.82 2.81 2.52 2.60 3.75 4.12
Franklin Floating Rate Daily Access A 0.82 2.81 2.52 2.60 3.75 4.12
Voya Floating Rate W 0.72 2.80 2.46 3.55 4.72 ---
Prudential Floating Rate Income C 0.83 2.80 2.74 2.18 3.57 ---
JHancock Floating Rate Income 1 0.95 2.80 2.81 1.58 4.25 4.86
Franklin Floating Rate Daily Access C 0.90 2.79 2.53 2.30 3.38 3.73
Dreyfus Floating Rate Income I 0.82 2.79 2.54 3.14 --- ---
Catalyst/Princeton Floating Rt Inc C 0.89 2.79 2.91 0.82 --- ---
Lord Abbett Floating Rate R3 0.78 2.78 2.66 2.37 4.61 4.76
Loomis Sayles Sr Floating Rate and F/I C 0.87 2.78 2.93 2.32 4.77 ---
JHancock Floating Rate Income I 1.06 2.78 2.80 1.50 4.17 4.79
Payden Floating Rate Adviser 0.65 2.77 2.53 2.97 --- ---
Nuveen Symphony Floating Rate Income A 0.54 2.76 2.24 2.57 5.74 ---
Nuveen Symphony Floating Rate Incom A LW 0.54 2.76 2.24 2.57 5.74 ---
Invesco Floating Rate A Load Waived 0.79 2.76 2.75 2.50 4.94 5.04
Invesco Floating Rate A 0.79 2.76 2.75 2.50 4.94 5.04
Goldman Sachs High Yield Fl Rate Instl 0.85 2.76 2.52 3.03 4.09 ---
Guggenheim Floating Rate Strats Instl 0.73 2.75 2.44 3.86 6.15 ---
Transamerica Floating Rate I 0.62 2.74 2.19 3.45 --- ---
Putnam Floating Rate Income B 0.91 2.74 2.64 2.18 4.09 4.46
Lord Abbett Floating Rate R2 0.77 2.74 2.75 2.27 4.50 4.72
Dunham Floating Rate Bond A Load Waived 0.78 2.74 2.54 2.00 --- ---
Dunham Floating Rate Bond A 0.78 2.74 2.54 2.00 --- ---
Dreyfus Floating Rate Income Y 0.75 2.74 2.49 3.11 --- ---
Virtus Senior Floating Rate C 0.91 2.73 2.64 1.78 3.58 3.81
Voya Floating Rate A Load Waived 0.70 2.72 2.40 3.20 4.47 ---
Voya Floating Rate A 0.70 2.72 2.40 3.20 4.47 ---
Putnam Floating Rate Income R 0.90 2.72 2.62 2.13 4.04 4.41
Eaton Vance Floating Rate I 0.92 2.72 2.50 2.82 4.06 4.47
Voya Floating Rate I 0.62 2.70 2.47 3.46 4.69 ---
Oppenheimer Senior Floating Rt Pls C 0.81 2.70 2.80 1.51 --- ---
MainStay Floating Rate B 0.76 2.70 2.56 1.74 2.90 3.17
Fidelity Advisor® Floating Rate Hi Inc C 0.94 2.70 2.55 1.30 2.54 2.89
Fidelity Advisor® Floating Rate Hi Inc B 0.86 2.69 2.51 1.55 2.79 3.10
Dreyfus Floating Rate Income A LW 0.80 2.69 2.53 2.88 --- ---
Dreyfus Floating Rate Income A 0.80 2.69 2.53 2.88 --- ---
JPMorgan Floating Rate Income A LW 0.83 2.68 2.56 1.73 4.31 ---
JPMorgan Floating Rate Income A 0.83 2.68 2.56 1.73 4.31 ---
Putnam Floating Rate Income C 0.86 2.67 2.49 1.62 3.56 3.91
JHancock Floating Rate Income A LW 0.92 2.67 2.72 1.18 3.80 4.38
JHancock Floating Rate Income A 0.92 2.67 2.72 1.18 3.80 4.38
Guggenheim Floating Rate Strats A LW 0.70 2.67 2.38 3.61 5.90 ---
Guggenheim Floating Rate Strats A 0.70 2.67 2.38 3.61 5.90 ---
Pacific Funds Floating Rate Income I 1.29 2.66 3.16 1.86 4.93 ---
Lord Abbett Floating Rate C 0.75 2.66 2.57 2.00 4.22 4.32
Transamerica Floating Rate A LW 0.60 2.65 2.12 3.18 --- ---
Transamerica Floating Rate A 0.60 2.65 2.12 3.18 --- ---
Pacific Funds Floating Rate Income Adv 1.18 2.65 3.04 1.74 --- ---
Goldman Sachs High Yield Fl Rate A LW 0.82 2.65 2.43 2.68 3.74 ---
Goldman Sachs High Yield Fl Rate A 0.82 2.65 2.43 2.68 3.74 ---
First Trust Short Duration High Inc C 0.71 2.65 2.41 2.81 --- ---
Eaton Vance Floating Rate Adv 0.78 2.64 2.44 2.45 3.80 4.22
BlackRock Secured Credit Portfolio Inv C 0.56 2.64 2.34 2.86 4.83 4.91
Goldman Sachs High Yield Fl Rate IR 0.74 2.63 2.39 2.83 4.00 ---
BlackRock Floating Rate Income Inv C1 0.56 2.63 2.31 2.53 3.88 ---
Neuberger Berman Floating Rate Inc C 0.53 2.60 2.34 1.82 2.94 3.73
Eaton Vance Floating-Rate & Hi Inc C 0.74 2.60 2.33 1.87 3.56 4.10
Eaton Vance Floating-Rate & Hi Inc B 0.74 2.60 2.33 1.87 3.59 4.10
MainStay Floating Rate C 0.65 2.59 2.45 1.63 2.86 3.17
Eaton Vance Floating Rate A Load Waived 0.77 2.59 2.39 2.49 3.80 4.21
Eaton Vance Floating Rate A 0.77 2.59 2.39 2.49 3.80 4.21
Pacific Funds Floating Rate Income A LW 1.17 2.57 2.99 1.49 4.66 ---
Pacific Funds Floating Rate Income A 1.17 2.57 2.99 1.49 4.66 ---
Dunham Floating Rate Bond C 0.74 2.57 2.41 2.11 --- ---
BlackRock Floating Rate Income Inv C 0.56 2.57 2.27 2.26 3.60 ---
Voya Floating Rate R 0.58 2.54 2.24 2.95 4.14 ---
Invesco Floating Rate R 0.77 2.54 2.68 2.24 4.63 4.75
JPMorgan Floating Rate Income C 0.80 2.53 2.35 1.27 3.77 ---
Nuveen Symphony Floating Rate Income C 0.48 2.50 2.05 1.77 4.92 ---
Voya Floating Rate C 0.53 2.47 2.22 2.43 3.66 ---
Metropolitan West Floating Rate Inc I 0.78 2.47 2.48 3.24 --- ---
Invesco Floating Rate C 0.75 2.46 2.63 1.98 4.37 4.49
Goldman Sachs High Yield Fl Rate R 0.69 2.46 2.27 2.43 3.48 ---
Pioneer Floating Rate K 0.74 2.44 2.27 2.85 --- ---
Dreyfus Floating Rate Income C 0.66 2.44 2.27 2.04 --- ---
Pioneer Floating Rate Y 0.75 2.43 2.26 2.83 4.21 4.61
JHancock Floating Rate Income C 0.86 2.43 2.53 0.49 3.09 3.67
Guggenheim Floating Rate Strats C 0.68 2.42 2.19 2.87 5.13 ---
Transamerica Floating Rate C 0.44 2.40 1.94 2.42 --- ---
Oppenheimer Senior Floating Rate Y 0.64 2.40 2.38 2.12 4.70 5.41
Metropolitan West Floating Rate Inc M 0.66 2.40 2.43 3.03 --- ---
Oppenheimer Senior Floating Rate I 0.62 2.39 2.36 2.17 --- ---
Goldman Sachs High Yield Fl Rate C 0.75 2.39 2.13 1.91 2.97 ---
Pioneer Floating Rate Z 0.87 2.38 2.23 2.80 4.07 ---
First Investors Floating Rate Advisor 0.80 2.38 2.52 1.10 --- ---
Eaton Vance Floating Rate C 0.72 2.38 2.25 1.68 3.02 3.42
Eaton Vance Floating Rate B 0.83 2.38 2.25 1.79 3.02 3.44
First Investors Floating Rate Instl 0.82 2.34 2.47 1.28 --- ---
Pioneer Floating Rate A Load Waived 0.72 2.32 2.19 2.48 3.80 4.29
Pioneer Floating Rate A 0.72 2.32 2.19 2.48 3.80 4.29
Pacific Funds Floating Rate Income C 1.21 2.32 2.90 0.84 3.90 ---
Oppenheimer Senior Floating Rate A LW 0.62 2.32 2.32 1.87 4.43 5.16
Oppenheimer Senior Floating Rate A 0.62 2.32 2.32 1.87 4.43 5.16
JHancock Floating Rate Income B 0.86 2.32 2.54 0.32 3.03 3.62
First Investors Floating Rate A 0.78 2.29 2.46 0.92 --- ---
PIMCO Senior Floating Rate Instl 0.51 2.25 1.92 2.82 4.09 ---
Highland Floating Rate Opportunities A 1.45 2.25 3.30 2.68 9.57 7.73
Highland Floating Rate Opportunitie A LW 1.45 2.25 3.30 2.68 9.57 7.73
Highland Floating Rate Opportunities Z 1.49 2.24 3.40 2.90 9.91 8.08
PIMCO Senior Floating Rate P 0.51 2.22 1.89 2.72 3.99 ---
Oppenheimer Senior Floating Rate R 0.70 2.20 2.34 1.59 --- ---
PIMCO Senior Floating Rate D 0.49 2.15 1.84 2.51 3.78 ---
PIMCO Senior Floating Rate A LW 0.49 2.15 1.84 2.52 3.78 ---
PIMCO Senior Floating Rate A 0.49 2.15 1.84 2.52 3.78 ---
Oppenheimer Senior Floating Rate B 0.70 2.14 2.31 1.36 3.89 4.55
Highland Floating Rate Opportunities C 1.54 2.08 3.31 2.18 9.04 7.20
Pioneer Floating Rate C 0.66 2.07 1.99 1.74 3.08 3.50
PIMCO Senior Floating Rate R 0.47 2.07 1.78 2.26 3.52 ---
Oppenheimer Senior Floating Rate C 0.55 2.06 2.12 1.11 3.82 4.57
PIMCO Senior Floating Rate C 0.43 1.90 1.66 1.75 3.01 ---
RidgeWorth Seix Floating Rate Hi Inc IS 0.99 --- 3.17 --- --- ---
Prudential Floating Rate Income Q --- --- --- --- --- ---
Nuveen Symphony Floating Rate Income R6 0.56 --- 2.30 --- --- ---
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