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Data through 10/1/2014. 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 -0.77 1.28 -0.72 3.08 6.24 5.95
Loomis Sayles Sr Floating Rate and F/I Y -0.39 3.45 -0.17 5.52 8.69 ---
Loomis Sayles Sr Floating Rate and F/I A -0.42 3.15 -0.24 5.25 8.41 ---
Loomis Sayles Sr Floating Rate and A LW -0.42 3.15 -0.24 5.25 8.41 ---
Loomis Sayles Sr Floating Rate and F/I C -0.47 2.70 -0.33 4.49 7.63 ---
Fidelity® Series Floating Rate High IncF -0.66 2.65 -0.39 4.67 --- ---
Guggenheim Floating Rate Strats Instl -0.35 2.64 0.05 4.66 --- ---
Fidelity® Series Floating Rate High Inc -0.67 2.57 -0.42 4.56 --- ---
Guggenheim Floating Rate Strategies A LW -0.37 2.45 -0.01 4.41 --- ---
Guggenheim Floating Rate Strategies A -0.37 2.45 -0.01 4.41 --- ---
BlackRock Secured Credit Portfolio Instl -1.03 2.41 -0.44 4.66 6.42 ---
Catalyst/Princeton Floating Rt Inc I -1.09 2.40 -1.00 5.11 --- ---
Metropolitan West Floating Rate Inc I -0.31 2.33 0.03 4.38 --- ---
Oppenheimer Senior Floating Rt Pls I -0.74 2.24 -0.68 4.61 --- ---
Catalyst/Princeton Floating Rt Inc A LW -1.11 2.23 -1.06 4.86 --- ---
Catalyst/Princeton Floating Rt Inc A -1.11 2.23 -1.06 4.86 --- ---
BlackRock Secured Credit Portfolio Inv A -0.95 2.21 -0.50 4.50 6.15 ---
BlackRock Secured Credit Portfolio A LW -0.95 2.21 -0.50 4.50 6.15 ---
Oppenheimer Senior Floating Rt Pls Y -0.75 2.20 -0.71 4.55 --- ---
Hartford Floating Rate High Inc Y -1.28 2.19 -1.19 4.39 7.78 ---
Hartford Floating Rate High Inc R5 -1.28 2.19 -1.19 4.39 7.78 ---
Metropolitan West Floating Rate Inc M -0.43 2.18 -0.02 4.28 --- ---
Hartford Floating Rate High Inc I -1.28 2.15 -1.20 4.33 7.83 ---
Oppenheimer Senior Floating Rt Pls A LW -0.77 1.99 -0.77 4.30 --- ---
Oppenheimer Senior Floating Rt Pls A -0.77 1.99 -0.77 4.30 --- ---
Hartford Floating Rate High Inc R4 -1.31 1.97 -1.26 4.08 7.46 ---
Hartford Floating Rate High Inc A LW -1.30 1.96 -1.26 4.08 7.53 ---
Hartford Floating Rate High Inc A -1.30 1.96 -1.26 4.08 7.53 ---
Columbia Floating Rate I -0.74 1.92 -0.53 3.77 7.36 6.96
Voya Floating Rate P -0.32 1.91 0.02 3.60 --- ---
Guggenheim Floating Rate Strategies C -0.43 1.88 -0.19 3.63 --- ---
Columbia Floating Rate R5 -0.74 1.88 -0.54 3.72 7.37 6.93
Credit Suisse Floating Rate Hi Inc Instl -0.53 1.87 -0.29 3.53 6.25 8.40
Columbia Floating Rate Z -0.75 1.83 -0.56 3.65 7.22 ---
Columbia Floating Rate R4 -0.75 1.83 -0.56 3.65 --- ---
First Trust Short Duration High Inc I -1.00 1.79 -0.80 3.80 --- ---
Invesco Floating Rate R6 -0.73 1.76 -0.44 3.63 --- ---
Hartford Floating Rate High Inc R3 -1.33 1.74 -1.33 3.78 7.14 ---
BlackRock Secured Credit Portfolio Inv C -1.02 1.74 -0.59 3.73 5.40 ---
Invesco Floating Rate R5 -0.72 1.73 -0.34 3.70 7.26 6.87
Columbia Floating Rate W -0.77 1.72 -0.64 3.37 7.00 6.56
PL Floating Rate Income I -0.65 1.71 -0.40 3.67 7.81 ---
PL Floating Rate Income Advisor -0.65 1.71 -0.40 3.57 --- ---
Lord Abbett Floating Rate I -0.63 1.71 -0.54 3.45 7.16 6.13
Invesco Floating Rate Y -0.73 1.71 -0.47 3.67 7.23 6.78
T. Rowe Price Instl Floating Rate -0.63 1.70 -0.39 3.37 6.31 5.92
Columbia Floating Rate K -0.76 1.69 -0.60 3.46 7.07 6.62
Catalyst/Princeton Floating Rt Inc C -1.08 1.69 -1.25 4.17 --- ---
Prudential Floating Rate Income Z -0.57 1.68 -0.49 3.49 6.62 ---
Dreyfus Floating Rate Income Y -0.45 1.68 -0.30 3.20 --- ---
Pioneer Floating Rate Y -0.41 1.65 -0.24 3.08 5.70 5.67
Payden Floating Rate Institutional -0.62 1.65 -0.53 --- --- ---
Lord Abbett Floating Rate F -0.64 1.64 -0.66 3.26 7.04 6.00
Columbia Floating Rate A Load Waived -0.77 1.64 -0.73 3.28 6.96 6.55
Columbia Floating Rate A -0.77 1.64 -0.73 3.28 6.96 6.55
RidgeWorth Seix Floating RT High Inc I -0.75 1.61 -0.59 3.44 6.37 6.13
T. Rowe Price Instl Floating Rate F -0.64 1.60 -0.52 3.24 6.19 ---
Oppenheimer Senior Floating Rate Y -0.59 1.60 -0.56 3.68 6.71 7.66
First Trust Short Duration High Inc A LW -1.02 1.60 -0.86 3.59 --- ---
First Trust Short Duration High Inc A -1.02 1.60 -0.86 3.59 --- ---
Dreyfus Floating Rate Income I -0.53 1.60 -0.38 3.12 --- ---
Prudential Floating Rate Income A LW -0.59 1.59 -0.56 3.34 6.37 ---
Prudential Floating Rate Income A -0.59 1.59 -0.56 3.34 6.37 ---
Lord Abbett Floating Rate A Load Waived -0.65 1.57 -0.68 3.16 6.97 5.88
Lord Abbett Floating Rate A -0.65 1.57 -0.68 3.16 6.97 5.88
BlackRock Floating Rate Income Instl -0.73 1.55 -0.71 3.30 6.39 ---
Credit Suisse Floating Rate Hi Inc A LW -0.54 1.54 -0.35 3.11 6.01 8.14
Credit Suisse Floating Rate Hi Inc A -0.54 1.54 -0.35 3.11 6.01 8.14
Oppenheimer Senior Floating Rate I -0.59 1.53 -0.65 3.65 --- ---
JHancock Floating Rate Income NAV -0.88 1.53 -0.78 3.51 6.73 6.36
Dreyfus Floating Rate Income A LW -0.50 1.53 -0.34 3.04 --- ---
Transamerica Floating Rate I -0.56 1.52 -0.42 --- --- ---
PL Floating Rate Income A Load Waived -0.67 1.52 -0.46 3.31 --- ---
PL Floating Rate Income A -0.67 1.52 -0.46 3.31 --- ---
Invesco Floating Rate A Load Waived -0.75 1.52 -0.53 3.29 6.91 6.52
Invesco Floating Rate A -0.75 1.52 -0.53 3.29 6.91 6.52
Voya Floating Rate W -0.37 1.51 -0.05 3.02 6.43 ---
Voya Floating Rate I -0.37 1.51 -0.14 2.93 6.40 ---
Pioneer Floating Rate K -0.55 1.51 -0.39 --- --- ---
Oppenheimer Senior Floating Rt Pls C -0.83 1.51 -0.97 3.59 --- ---
Hartford Floating Rate High Inc C -1.27 1.50 -1.35 3.41 6.76 ---
Dreyfus Floating Rate Income A -0.52 1.50 -0.33 2.93 --- ---
JHancock Floating Rate Income 1 -0.89 1.49 -0.79 3.46 6.68 6.31
Nuveen Symphony Floating Rate Income I -1.24 1.47 -1.06 3.83 8.92 ---
Payden Floating Rate Investor -0.63 1.46 -0.55 --- --- ---
Franklin Floating Rate Daily Access Adv -0.39 1.46 -0.19 2.88 5.73 5.24
Columbia Floating Rate R -0.79 1.46 -0.68 3.14 6.73 ---
JHancock Floating Rate Income R6 -0.89 1.45 -0.81 3.40 6.58 ---
T. Rowe Price Floating Rate -0.70 1.42 -0.54 2.94 5.38 ---
RS Floating Rate Y -0.83 1.42 -0.80 3.54 6.75 ---
Pioneer Floating Rate Z -0.43 1.41 -0.44 2.65 5.48 ---
Pioneer Floating Rate A Load Waived -0.44 1.41 -0.33 2.60 5.30 5.38
Pioneer Floating Rate A -0.44 1.41 -0.33 2.60 5.30 5.38
RidgeWorth Seix Floating RT High Inc A -0.77 1.38 -0.66 3.13 6.08 5.83
RidgeWorth Seix Floating RT High In A LW -0.77 1.38 -0.66 3.13 6.08 5.83
Virtus Senior Floating Rate I -0.88 1.37 -0.75 3.23 6.45 5.93
Payden Floating Rate Adviser -0.68 1.36 -0.64 --- --- ---
T. Rowe Price Floating Rate Adv -0.71 1.35 -0.57 2.73 5.25 ---
Eaton Vance Floating-Rate & Hi Inc Inst -0.66 1.34 -0.56 3.10 6.43 6.62
Transamerica Floating Rate A LW -0.58 1.33 -0.59 --- --- ---
Transamerica Floating Rate A -0.58 1.33 -0.59 --- --- ---
Fidelity® Floating Rate High Income -0.74 1.33 -0.64 2.81 5.07 4.81
BlackRock Floating Rate Income Inv A LW -0.76 1.33 -0.79 3.00 6.06 5.86
BlackRock Floating Rate Income Inv A -0.76 1.33 -0.79 3.00 6.06 5.86
Voya Floating Rate A Load Waived -0.39 1.32 -0.21 2.77 6.17 ---
Voya Floating Rate A -0.39 1.32 -0.21 2.77 6.17 ---
JHancock Floating Rate Income I -1.00 1.32 -0.92 3.26 6.55 6.24
Hartford Floating Rate I -0.97 1.32 -0.89 3.16 6.61 6.50
Nuveen Symphony Floating Rate Income A -1.24 1.31 -1.10 3.61 8.68 ---
Nuveen Symphony Floating Rate Incom A LW -1.24 1.31 -1.10 3.61 8.68 ---
Oppenheimer Senior Floating Rate A LW -0.73 1.30 -0.74 3.30 6.38 7.33
Oppenheimer Senior Floating Rate A -0.73 1.30 -0.74 3.30 6.38 7.33
PIMCO Senior Floating Rate Instl -0.69 1.29 -0.54 2.82 5.29 ---
Eaton Vance Floating-Rate Advantage I -0.77 1.28 -0.53 3.18 7.19 7.62
Hartford Floating Rate Y -1.08 1.26 -0.99 3.11 6.65 6.57
MainStay Floating Rate I -0.73 1.24 -0.52 2.72 5.36 5.14
Lord Abbett Floating Rate R3 -0.67 1.24 -0.76 2.86 6.62 5.60
PIMCO Senior Floating Rate P -0.70 1.22 -0.56 2.71 5.19 ---
JPMorgan Floating Rate Income R6 -0.81 1.22 -0.81 --- --- ---
Invesco Floating Rate R -0.89 1.21 -0.59 3.03 6.64 6.25
Hartford Floating Rate R5 -1.08 1.21 -1.00 3.05 6.54 6.47
Putnam Floating Rate Income Y -0.78 1.20 -0.68 3.11 6.70 6.03
Fidelity Advisor® Floating Rate Hi Inc I -0.75 1.19 -0.65 2.76 4.98 4.77
Virtus Senior Floating Rate A LW -0.90 1.18 -0.81 2.97 6.18 5.66
Virtus Senior Floating Rate A -0.90 1.18 -0.81 2.97 6.18 5.66
SunAmerica Senior Floating Rate A LW -0.77 1.18 -0.76 2.88 5.73 6.12
SunAmerica Senior Floating Rate A -0.77 1.18 -0.76 2.88 5.73 6.12
JHancock Floating Rate Income A LW -0.92 1.17 -0.89 3.02 6.21 5.82
JHancock Floating Rate Income A -0.92 1.17 -0.89 3.02 6.21 5.82
Lord Abbett Floating Rate R2 -0.68 1.16 -0.78 2.75 6.51 5.62
Franklin Floating Rate Daily Access A LW -0.41 1.16 -0.36 2.62 5.43 4.98
Franklin Floating Rate Daily Access A -0.41 1.16 -0.36 2.62 5.43 4.98
JPMorgan Floating Rate Income Select -0.92 1.14 -0.94 3.09 6.45 ---
Eaton Vance Floating-Rate & Hi Inc A LW -0.73 1.14 -0.64 2.79 6.16 6.36
Eaton Vance Floating-Rate & Hi Inc A -0.73 1.14 -0.64 2.79 6.16 6.36
Voya Floating Rate R -0.42 1.13 -0.17 2.52 5.88 ---
RS Floating Rate A Load Waived -0.94 1.13 -0.98 3.19 6.51 ---
RS Floating Rate A -0.94 1.13 -0.98 3.19 6.51 ---
Invesco Floating Rate C -0.80 1.13 -0.54 2.90 6.43 5.99
Deutsche Floating Rate Institutional -0.83 1.13 -0.69 2.71 6.06 6.17
Hartford Floating Rate A Load Waived -0.99 1.12 -0.95 2.89 6.34 6.24
Hartford Floating Rate A -0.99 1.12 -0.95 2.89 6.34 6.24
Oppenheimer Senior Floating Rate R -0.63 1.11 -0.79 3.04 --- ---
Hartford Floating Rate R4 -1.00 1.10 -0.96 2.74 6.27 6.19
MainStay Floating Rate Inv -0.64 1.09 -0.57 2.49 5.10 4.82
Eaton Vance Floating-Rate Advantage Adv -0.70 1.09 -0.59 2.92 6.96 7.36
Eaton Vance Floating-Rate Advantage A LW -0.79 1.09 -0.59 2.92 6.92 7.35
Eaton Vance Floating-Rate Advantage A -0.79 1.09 -0.59 2.92 6.92 7.35
SunAmerica Senior Floating Rate C -0.68 1.07 -0.70 2.70 5.47 5.84
PIMCO Senior Floating Rate D -0.71 1.07 -0.61 2.51 4.98 ---
PIMCO Senior Floating Rate A LW -0.71 1.07 -0.61 2.51 4.98 ---
PIMCO Senior Floating Rate A -0.71 1.07 -0.61 2.51 4.98 ---
Columbia Floating Rate C -0.94 1.07 -0.92 2.51 6.16 5.76
Columbia Floating Rate B -0.83 1.07 -0.81 2.62 6.20 5.78
Goldman Sachs High Yield Fl Rate Instl -0.69 1.06 -0.67 2.68 5.39 ---
MainStay Floating Rate A Load Waived -0.64 1.05 -0.58 2.46 5.13 4.90
MainStay Floating Rate A -0.64 1.05 -0.58 2.46 5.13 4.90
Lord Abbett Floating Rate C -0.70 1.05 -0.75 2.57 6.26 5.15
First Trust Short Duration High Inc C -1.08 1.03 -1.05 2.77 --- ---
Eaton Vance Floating-Rate & Hi Inc Adv -0.80 1.03 -0.74 2.84 6.17 6.37
Deutsche Floating Rate S -0.84 1.03 -0.72 2.69 5.95 6.04
Deutsche Floating Rate A Load Waived -0.75 1.03 -0.75 2.53 5.78 5.87
Deutsche Floating Rate A -0.75 1.03 -0.75 2.53 5.78 5.87
Prudential Floating Rate Income C -0.65 1.02 -0.74 2.57 5.60 ---
Putnam Floating Rate Income A LW -0.80 1.01 -0.85 2.85 6.44 5.77
Putnam Floating Rate Income A -0.80 1.01 -0.85 2.85 6.44 5.77
Fidelity Advisor® Floating Rate Hi Inc A -0.77 1.01 -0.71 2.52 4.76 4.50
Fidelity Advisor® Floating Rate Hi A LW -0.77 1.01 -0.71 2.52 4.76 4.50
DoubleLine Floating Rate I -0.62 1.00 -0.48 2.27 --- ---
Putnam Floating Rate Income M -0.80 0.98 -0.75 2.80 6.39 5.71
Credit Suisse Floating Rate Hi Inc C -0.61 0.98 -0.53 2.34 5.16 7.30
Credit Suisse Floating Rate Hi Inc B -0.61 0.98 -0.53 2.34 5.22 7.33
Putnam Floating Rate Income B -0.82 0.97 -0.79 2.65 6.23 5.51
BlackRock Floating Rate Income Inv C1 -0.81 0.96 -0.90 2.51 5.55 ---
JPMorgan Floating Rate Income A LW -0.85 0.95 -0.91 2.83 6.19 ---
JPMorgan Floating Rate Income A -0.85 0.95 -0.91 2.83 6.19 ---
Fidelity Advisor® Floating Rate Hi Inc T -0.87 0.95 -0.74 2.32 4.63 4.42
RidgeWorth Seix Floating RT High Inc C -0.82 0.93 -0.81 2.40 5.41 5.15
Neuberger Berman Floating Rate Inc Inst -0.75 0.93 -0.72 2.51 6.29 ---
Oppenheimer Senior Floating Rate B -0.65 0.92 -0.86 2.77 5.80 6.70
Dreyfus Floating Rate Income C -0.65 0.92 -0.59 2.22 --- ---
DoubleLine Floating Rate N -0.64 0.90 -0.45 2.10 --- ---
Goldman Sachs High Yield Fl Rate IR -0.80 0.89 -0.79 2.48 5.29 ---
PIMCO Senior Floating Rate R -0.73 0.88 -0.67 2.26 4.72 ---
PL Floating Rate Income C -0.74 0.87 -0.74 2.57 --- ---
Eaton Vance Floating Rate I -0.56 0.87 -0.48 2.45 5.60 5.88
Franklin Floating Rate Daily Access C -0.45 0.86 -0.46 2.10 5.01 4.56
First Investors Floating Rate Instl -0.63 0.86 -0.58 --- --- ---
RS Floating Rate K -0.90 0.84 -1.00 2.79 6.00 ---
Transamerica Floating Rate C -0.65 0.83 -0.69 --- --- ---
Eaton Vance Floating-Rate Advantage B -0.82 0.83 -0.77 2.57 6.55 7.00
Putnam Floating Rate Income R -0.71 0.82 -0.80 2.59 6.17 5.51
Nuveen Symphony Floating Rate Income C -1.24 0.80 -1.23 2.89 7.87 ---
Hartford Floating Rate R3 -1.13 0.79 -1.13 2.48 5.99 5.93
Eaton Vance Floating Rate Adv -0.58 0.79 -0.43 2.20 5.33 5.62
BlackRock Floating Rate Income Inv C -0.82 0.76 -0.98 2.23 5.27 ---
Voya Floating Rate C -0.46 0.75 -0.40 2.00 5.38 ---
Eaton Vance Floating Rate A Load Waived -0.55 0.75 -0.50 2.24 5.36 5.61
Eaton Vance Floating Rate A -0.55 0.75 -0.50 2.24 5.36 5.61
Oppenheimer Senior Floating Rate C -0.79 0.73 -0.92 2.53 5.78 6.76
First Investors Floating Rate Advisor -0.64 0.72 -0.62 --- --- ---
Pioneer Floating Rate C -0.64 0.71 -0.66 1.85 4.52 4.53
Eaton Vance Floating-Rate Advantage C -0.83 0.71 -0.72 2.41 6.40 6.83
Goldman Sachs High Yield Fl Rate A LW -0.82 0.70 -0.85 2.23 5.00 ---
Goldman Sachs High Yield Fl Rate A -0.82 0.70 -0.85 2.23 5.00 ---
Dunham Floating Rate Bond N -0.91 0.68 -1.01 --- --- ---
JHancock Floating Rate Income C -0.97 0.67 -1.06 2.33 5.46 5.09
Neuberger Berman Floating Rate Inc A LW -0.78 0.65 -0.81 2.13 5.90 ---
Neuberger Berman Floating Rate Inc A -0.78 0.65 -0.81 2.13 5.90 ---
RS Floating Rate C -1.01 0.64 -1.16 2.48 5.69 ---
Fidelity Advisor® Floating Rate Hi Inc B -0.91 0.62 -0.84 1.88 4.18 3.94
Virtus Senior Floating Rate C -0.96 0.61 -1.09 2.20 5.38 4.88
Eaton Vance Floating-Rate & Hi Inc B -0.86 0.58 -0.93 2.07 5.37 5.58
Putnam Floating Rate Income C -0.75 0.56 -0.93 2.09 5.65 4.98
Fidelity Advisor® Floating Rate Hi Inc C -0.82 0.55 -0.89 1.75 3.98 3.73
MainStay Floating Rate B -0.70 0.52 -0.76 1.73 4.32 4.06
JPMorgan Floating Rate Income C -0.98 0.51 -1.12 2.27 5.65 ---
Goldman Sachs High Yield Fl Rate R -0.84 0.51 -0.91 1.97 4.73 ---
Dunham Floating Rate Bond A Load Waived -0.93 0.51 -1.07 --- --- ---
Dunham Floating Rate Bond A -0.93 0.51 -1.07 --- --- ---
PIMCO Senior Floating Rate C -0.77 0.50 -0.80 1.74 4.20 ---
First Investors Floating Rate A -0.77 0.49 -0.70 --- --- ---
JHancock Floating Rate Income B -0.99 0.48 -1.09 2.23 5.37 5.05
Deutsche Floating Rate C -0.91 0.47 -0.93 1.77 5.02 5.08
Hartford Floating Rate C -1.17 0.46 -1.24 2.02 5.52 5.43
Eaton Vance Floating-Rate & Hi Inc C -0.86 0.46 -0.93 2.07 5.38 5.57
Hartford Floating Rate B -1.06 0.43 -1.14 1.98 5.49 5.38
MainStay Floating Rate C -0.81 0.41 -0.86 1.73 4.28 4.04
Goldman Sachs High Yield Fl Rate C -0.78 0.23 -1.04 1.57 4.25 ---
Eaton Vance Floating Rate C -0.64 0.23 -0.62 1.43 4.55 4.84
Dunham Floating Rate Bond C -0.98 0.13 -1.09 --- --- ---
Eaton Vance Floating Rate B -0.64 0.12 -0.73 1.43 4.55 4.82
Neuberger Berman Floating Rate Inc C -0.85 0.09 -0.99 1.37 5.07 ---
Highland Floating Rate Opportunities Z -1.51 -0.01 -2.70 5.01 12.55 9.59
Highland Floating Rate Opportunities A -1.66 -0.27 -2.90 4.52 12.10 9.21
Highland Floating Rate Opportunitie A LW -1.66 -0.27 -2.90 4.52 12.10 9.21
Highland Floating Rate Opportunities C -1.71 -0.63 -3.03 4.15 11.61 8.67
Deutsche Floating Rate R6 --- --- --- --- --- ---
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