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Data through 6/18/2013. 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 -0.47 2.97 1.02 8.58 6.86 4.72
Highland Floating Rate Opportunities Z 1.27 8.97 5.94 20.81 11.12 1.01
Highland Floating Rate Opportunities A 1.24 8.79 5.99 20.36 10.73 0.68
Highland Floating Rate Opportunitie A LW 1.24 8.79 5.99 20.36 10.73 0.68
Highland Floating Rate Opportunities B 1.22 8.47 5.76 19.97 10.30 0.31
Highland Floating Rate Opportunities C 1.07 8.40 5.72 19.80 10.14 0.16
ING Senior Income I -0.63 5.60 2.39 14.76 9.27 5.91
ING Senior Income W -0.70 5.58 2.38 14.88 9.27 5.95
ING Senior Income A Load Waived -0.65 5.46 2.31 14.42 8.97 5.58
ING Senior Income A -0.65 5.46 2.31 14.42 8.97 5.58
ING Senior Income B -0.70 5.31 2.19 13.99 8.46 5.08
ING Senior Income C -0.70 5.23 2.19 13.92 8.43 5.07
Invesco Senior Loan IB -0.50 5.14 2.03 13.36 9.37 4.18
Invesco Senior Loan IC -0.37 5.08 2.00 13.30 9.43 4.17
Invesco Senior Loan B -0.38 5.04 1.97 13.49 8.89 3.57
Invesco Senior Loan A Load Waived -0.38 5.04 1.97 13.43 9.41 4.16
Invesco Senior Loan A -0.38 5.04 1.97 13.43 9.41 4.16
Invesco Senior Loan C -0.44 4.69 1.79 12.53 8.58 3.39
Catalyst/Princeton Floating Rt Inc I -0.51 4.22 1.23 --- --- ---
Nuveen Symphony Floating Rate Income I -0.39 4.20 1.82 11.25 --- ---
Catalyst/Princeton Floating Rt Inc A LW -0.53 4.12 1.17 --- --- ---
Catalyst/Princeton Floating Rt Inc A -0.53 4.12 1.17 --- --- ---
Nuveen Symphony Floating Rate Income A -0.41 4.05 1.76 10.99 --- ---
Nuveen Symphony Floating Rate Incom A LW -0.41 4.05 1.76 10.99 --- ---
Guggenheim Floating Rate Strats Instl -0.36 3.94 1.46 10.70 --- ---
Guggenheim Floating Rate Strategies A LW -0.38 3.84 1.39 10.49 --- ---
Guggenheim Floating Rate Strategies A -0.38 3.84 1.39 10.49 --- ---
Nuveen Symphony Floating Rate Income C -0.48 3.73 1.57 10.12 --- ---
Catalyst/Princeton Floating Rt Inc C -0.69 3.64 0.88 --- --- ---
Hartford Floating Rate High Inc I -0.75 3.61 1.13 10.28 --- ---
Hartford Floating Rate High Inc Y -0.74 3.54 1.24 10.24 --- ---
Hartford Floating Rate High Inc R5 -0.74 3.54 1.24 10.24 --- ---
Invesco Floating Rate R5 -0.42 3.51 1.13 9.85 7.76 5.10
Fidelity Series Floating Rate High Inc F -0.38 3.51 1.00 10.17 --- ---
PL Floating Rate Income Advisor -0.46 3.50 1.20 --- --- ---
Hartford Floating Rate High Inc A LW -0.68 3.50 1.17 10.00 --- ---
Hartford Floating Rate High Inc A -0.68 3.50 1.17 10.00 --- ---
Oppenheimer Senior Floating Rate Y -0.18 3.49 1.46 8.81 7.50 6.50
Guggenheim Floating Rate Strategies C -0.45 3.49 1.20 9.67 --- ---
Fidelity Series Floating Rate High Inc -0.39 3.45 0.97 10.05 --- ---
Lord Abbett Floating Rate I -0.36 3.44 1.03 9.61 7.11 5.42
Hartford Floating Rate High Inc R4 -0.77 3.41 1.17 9.91 --- ---
PL Floating Rate Income I -0.56 3.39 1.10 9.52 --- ---
Lord Abbett Floating Rate F -0.26 3.39 1.11 9.63 7.01 5.25
Invesco Floating Rate A Load Waived -0.31 3.38 1.06 9.54 7.43 4.75
Invesco Floating Rate A -0.31 3.38 1.06 9.54 7.43 4.75
Invesco Floating Rate Y -0.42 3.37 1.13 9.68 7.65 ---
Oppenheimer Senior Floating Rate A LW -0.20 3.36 1.39 8.50 7.20 6.23
Oppenheimer Senior Floating Rate A -0.20 3.36 1.39 8.50 7.20 6.23
Lord Abbett Floating Rate A Load Waived -0.27 3.34 1.09 9.52 6.94 5.13
Lord Abbett Floating Rate A -0.27 3.34 1.09 9.52 6.94 5.13
Invesco Floating Rate R6 -0.24 3.34 1.22 --- --- ---
Loomis Sayles Sr Floating Rate and F/I Y -0.42 3.32 1.25 9.24 --- ---
PL Floating Rate Income A Load Waived -0.48 3.31 1.14 9.32 --- ---
PL Floating Rate Income A -0.48 3.31 1.14 9.32 --- ---
Oppenheimer Senior Floating Rate I -0.12 3.29 1.51 --- --- ---
Hartford Floating Rate High Inc R3 -0.80 3.28 1.09 9.58 --- ---
Invesco Floating Rate R -0.45 3.26 1.00 9.27 7.16 4.49
Lord Abbett Floating Rate R3 -0.40 3.21 0.91 9.22 6.60 5.00
Hartford Floating Rate High Inc C -0.83 3.18 0.98 9.18 --- ---
Lord Abbett Floating Rate R2 -0.40 3.16 0.88 9.11 6.58 5.05
Invesco Floating Rate C -0.48 3.15 0.94 9.03 6.86 4.18
Oppenheimer Senior Floating Rate C -0.24 3.13 1.26 7.98 6.74 5.73
Loomis Sayles Sr Floating Rate and F/I A -0.54 3.12 1.09 8.92 --- ---
Loomis Sayles Sr Floating Rate and A LW -0.54 3.12 1.09 8.92 --- ---
Columbia Floating Rate R5 -0.18 3.10 1.36 9.03 7.77 ---
Lord Abbett Floating Rate C -0.42 3.04 0.82 8.72 6.17 4.37
Columbia Floating Rate I -0.28 3.01 1.26 8.99 7.78 5.49
Columbia Floating Rate K -0.20 2.98 1.30 8.76 7.47 5.23
Columbia Floating Rate Z -0.30 2.95 1.23 8.85 --- ---
PL Floating Rate Income C -0.63 2.94 0.89 8.50 --- ---
Oppenheimer Senior Floating Rate B -0.25 2.94 1.23 7.84 6.52 5.56
Eaton Vance Floating-Rate Advantage I -0.62 2.92 0.89 9.11 8.16 6.91
Oppenheimer Senior Floating Rate N -0.18 2.90 1.22 --- --- ---
Eaton Vance Floating-Rate Advantage A LW -0.55 2.90 0.92 8.94 7.96 6.69
Eaton Vance Floating-Rate Advantage A -0.55 2.90 0.92 8.94 7.96 6.69
DWS Floating Rate Inst -0.48 2.89 0.86 8.06 6.51 6.00
JHancock2 Floating Rate Income NAV -0.51 2.88 0.82 8.24 7.60 5.70
Loomis Sayles Sr Floating Rate and F/I C -0.51 2.86 0.93 8.26 --- ---
Columbia Floating Rate W -0.32 2.84 1.17 8.59 7.35 5.07
ING Floating Rate I -0.33 2.83 0.97 8.28 --- ---
Columbia Floating Rate A Load Waived -0.32 2.83 1.17 8.58 7.40 5.13
Columbia Floating Rate A -0.32 2.83 1.17 8.58 7.40 5.13
ING Floating Rate W -0.33 2.82 0.87 8.27 --- ---
DWS Floating Rate S -0.49 2.82 0.82 7.89 6.37 5.89
Virtus Senior Floating Rate I -0.65 2.81 0.66 8.30 6.86 6.17
Eaton Vance Floating-Rate Advantage Adv -0.55 2.80 0.83 8.84 7.93 6.65
Credit Suisse Floating Rate Hi Inc Instl -0.48 2.77 0.83 7.84 9.24 8.40
JHancock2 Floating Rate Income 1 -0.52 2.75 0.70 8.07 7.51 5.62
DWS Floating Rate A Load Waived -0.40 2.75 0.77 7.82 6.20 5.71
DWS Floating Rate A -0.40 2.75 0.77 7.82 6.20 5.71
SunAmerica Senior Floating Rate A LW -0.53 2.74 0.98 7.96 5.80 4.40
SunAmerica Senior Floating Rate A -0.53 2.74 0.98 7.96 5.80 4.40
JHancock2 Floating Rate Income R6 -0.52 2.73 0.69 8.14 --- ---
Columbia Floating Rate R -0.34 2.72 1.10 8.31 --- ---
JHancock2 Floating Rate Income I -0.52 2.71 0.78 8.10 7.44 5.58
ING Floating Rate A Load Waived -0.36 2.71 0.81 8.01 --- ---
ING Floating Rate A -0.36 2.71 0.81 8.01 --- ---
Hartford Floating Rate Y -0.55 2.68 0.76 8.02 7.12 5.09
Prudential Floating Rate Income Z -0.41 2.66 0.84 7.97 --- ---
Hartford Floating Rate R5 -0.56 2.65 0.75 7.94 7.08 4.92
Hartford Floating Rate I -0.55 2.65 0.74 7.92 7.06 5.02
Eaton Vance Floating-Rate Advantage B -0.57 2.65 0.75 8.56 7.59 6.32
Prudential Floating Rate Income A LW -0.43 2.64 0.88 7.71 --- ---
Prudential Floating Rate Income A -0.43 2.64 0.88 7.71 --- ---
Hartford Floating Rate R4 -0.58 2.63 0.67 7.75 6.78 4.73
Putnam Floating Rate Income Y -0.63 2.61 0.83 8.43 6.89 4.41
SunAmerica Senior Floating Rate C -0.55 2.60 0.79 7.51 5.49 4.07
ING Floating Rate R -0.38 2.60 0.75 7.64 --- ---
BlackRock Floating Rate Income Instl -0.51 2.60 0.75 7.67 --- ---
Virtus Senior Floating Rate A LW -0.77 2.59 0.50 7.92 6.59 5.89
Virtus Senior Floating Rate A -0.77 2.59 0.50 7.92 6.59 5.89
Pioneer Floating Rate Y -0.33 2.57 0.94 7.30 6.25 5.39
Eaton Vance Floating-Rate Advantage C -0.68 2.57 0.71 8.31 7.40 6.13
JPMorgan Floating Rate Income Select -0.71 2.55 0.55 8.45 --- ---
JHancock2 Floating Rate Income A LW -0.66 2.53 0.59 7.59 6.99 5.16
JHancock2 Floating Rate Income A -0.66 2.53 0.59 7.59 6.99 5.16
Hartford Floating Rate A Load Waived -0.69 2.52 0.68 7.65 6.76 4.75
Hartford Floating Rate A -0.69 2.52 0.68 7.65 6.76 4.75
Putnam Floating Rate Income M -0.65 2.48 0.75 8.11 6.53 4.04
Columbia Floating Rate C -0.38 2.48 0.98 7.77 6.59 4.34
Columbia Floating Rate B -0.28 2.48 0.98 7.76 6.59 4.36
Credit Suisse Floating Rate Hi Inc A LW -0.51 2.47 0.73 7.50 8.93 8.15
Credit Suisse Floating Rate Hi Inc A -0.51 2.47 0.73 7.50 8.93 8.15
ING Floating Rate C -0.32 2.46 0.72 7.21 --- ---
JPMorgan Floating Rate Income A LW -0.73 2.45 0.49 8.20 --- ---
JPMorgan Floating Rate Income A -0.73 2.45 0.49 8.20 --- ---
Eaton Vance Floating-Rate & Hi Inc Inst -0.67 2.45 0.70 8.03 7.16 5.65
Eaton Vance Floating-Rate & Hi Inc Adv -0.69 2.45 0.75 7.89 6.90 5.40
RidgeWorth Seix Floating RT High Inc I -0.57 2.44 0.68 8.18 7.06 5.24
T. Rowe Price Instl Floating Rate F -0.63 2.43 0.71 7.43 --- ---
DWS Floating Rate C -0.46 2.43 0.59 7.01 5.43 5.05
Putnam Floating Rate Income B -0.66 2.42 0.72 7.95 6.38 3.79
Eaton Vance Floating-Rate & Hi Inc A LW -0.73 2.41 0.66 7.79 6.91 5.39
Eaton Vance Floating-Rate & Hi Inc A -0.73 2.41 0.66 7.79 6.91 5.39
Eaton Vance Floating Rate I -0.47 2.41 0.74 7.28 6.35 5.08
Putnam Floating Rate Income R -0.67 2.40 0.70 7.90 6.33 3.87
Neuberger Berman Floating Rate Inc Inst -0.54 2.40 0.71 7.62 6.88 ---
Putnam Floating Rate Income A LW -0.65 2.39 0.77 8.17 6.59 4.13
Putnam Floating Rate Income A -0.65 2.39 0.77 8.17 6.59 4.13
Hartford Floating Rate R3 -0.60 2.39 0.61 7.34 6.49 4.50
T. Rowe Price Instl Floating Rate -0.62 2.38 0.66 7.38 6.57 6.05
RS Floating Rate Y -0.60 2.37 0.50 8.03 6.80 ---
Franklin Floating Rate Daily Access Adv -0.23 2.37 0.95 6.88 5.83 3.87
Pioneer Floating Rate Z -0.35 2.36 0.89 7.03 --- ---
BlackRock Floating Rate Income Inv A LW -0.63 2.36 0.67 7.33 6.31 4.34
BlackRock Floating Rate Income Inv A -0.63 2.36 0.67 7.33 6.31 4.34
RidgeWorth Seix Floating RT High Inc A -0.59 2.32 0.62 7.91 6.77 4.91
RidgeWorth Seix Floating RT High In A LW -0.59 2.32 0.62 7.91 6.77 4.91
Credit Suisse Floating Rate Hi Inc B -0.40 2.30 0.58 6.82 8.15 7.35
JPMorgan Floating Rate Income C -0.76 2.29 0.40 7.65 --- ---
Eaton Vance Floating Rate Adv -0.48 2.29 0.79 7.02 6.09 4.82
PIMCO Senior Floating Rate Instl -0.54 2.28 0.64 7.25 --- ---
Eaton Vance Floating Rate A Load Waived -0.46 2.28 0.69 7.04 6.10 4.83
Eaton Vance Floating Rate A -0.46 2.28 0.69 7.04 6.10 4.83
RS Floating Rate A Load Waived -0.62 2.25 0.53 7.91 6.63 ---
RS Floating Rate A -0.62 2.25 0.53 7.91 6.63 ---
Pioneer Floating Rate A Load Waived -0.36 2.25 0.84 6.91 5.94 5.09
Pioneer Floating Rate A -0.36 2.25 0.84 6.91 5.94 5.09
Goldman Sachs High Yield Fl Rate IR -0.59 2.25 0.53 6.97 --- ---
Franklin Floating Rate Daily Access A LW -0.14 2.25 1.00 6.62 5.57 3.62
Franklin Floating Rate Daily Access A -0.14 2.25 1.00 6.62 5.57 3.62
PIMCO Senior Floating Rate P -0.54 2.24 0.61 7.14 --- ---
Virtus Senior Floating Rate C -0.72 2.23 0.41 7.21 5.81 5.14
Neuberger Berman Floating Rate Inc A LW -0.57 2.22 0.62 7.22 6.45 ---
Neuberger Berman Floating Rate Inc A -0.57 2.22 0.62 7.22 6.45 ---
JHancock2 Floating Rate Income C -0.61 2.20 0.42 6.82 6.26 4.46
Goldman Sachs High Yield Fl Rate Instl -0.68 2.19 0.55 6.96 --- ---
Putnam Floating Rate Income C -0.71 2.18 0.58 7.37 5.85 3.38
Prudential Floating Rate Income C -0.49 2.18 0.58 6.89 --- ---
JHancock2 Floating Rate Income B -0.62 2.18 0.50 6.90 6.27 4.40
Hartford Floating Rate C -0.64 2.18 0.49 6.87 5.98 3.97
PIMCO Senior Floating Rate D -0.56 2.16 0.56 6.93 --- ---
PIMCO Senior Floating Rate A LW -0.56 2.16 0.56 6.93 --- ---
PIMCO Senior Floating Rate A -0.56 2.16 0.56 6.93 --- ---
Hartford Floating Rate B -0.64 2.16 0.48 6.83 5.95 3.93
Credit Suisse Floating Rate Hi Inc C -0.56 2.15 0.57 6.65 8.10 7.33
Goldman Sachs High Yield Fl Rate A LW -0.71 2.13 0.46 6.49 --- ---
Goldman Sachs High Yield Fl Rate A -0.71 2.13 0.46 6.49 --- ---
RidgeWorth Seix Floating RT High Inc C -0.53 2.12 0.56 7.21 6.07 4.24
RS Floating Rate K -0.66 2.11 0.41 7.36 6.22 ---
MainStay Floating Rate I -0.64 2.10 0.68 7.01 5.68 4.82
Eaton Vance Floating-Rate & Hi Inc B -0.75 2.10 0.54 7.09 6.12 4.63
MainStay Floating Rate A Load Waived -0.56 2.09 0.61 6.75 5.42 4.56
MainStay Floating Rate A -0.56 2.09 0.61 6.75 5.42 4.56
MainStay Floating Rate Inv -0.56 2.06 0.60 6.69 5.34 4.46
Franklin Floating Rate Daily Access C -0.29 2.06 0.79 6.20 5.15 3.21
PIMCO Senior Floating Rate R -0.59 2.05 0.49 6.67 --- ---
Pioneer Floating Rate C -0.29 2.03 0.65 6.10 5.12 4.29
Goldman Sachs High Yield Fl Rate R -0.63 2.01 0.40 6.34 --- ---
BlackRock Floating Rate Income Inv C -0.60 2.01 0.48 6.54 --- ---
Eaton Vance Floating-Rate & Hi Inc C -0.75 1.99 0.45 7.10 6.13 4.61
BlackRock Floating Rate Income Inv C1 -0.66 1.96 0.53 6.84 --- ---
Eaton Vance Floating Rate B -0.54 1.95 0.49 6.23 5.32 4.04
T. Rowe Price Floating Rate -0.66 1.93 0.53 6.83 --- ---
T. Rowe Price Floating Rate Adv -0.67 1.89 0.50 6.73 --- ---
RS Floating Rate C -0.69 1.88 0.24 6.93 5.96 ---
Neuberger Berman Floating Rate Inc C -0.63 1.86 0.42 6.41 5.68 ---
PIMCO Senior Floating Rate C -0.63 1.84 0.37 6.13 --- ---
Fidelity Floating Rate High Income -0.55 1.83 0.44 6.18 5.53 4.81
Eaton Vance Floating Rate C -0.54 1.83 0.49 6.23 5.28 4.04
MainStay Floating Rate B -0.62 1.71 0.41 5.90 4.60 3.71
Fidelity Advisor Floating Rate Hi Inc I -0.55 1.70 0.43 6.13 5.45 4.78
Goldman Sachs High Yield Fl Rate C -0.77 1.67 0.28 5.81 --- ---
Fidelity Advisor Floating Rate Hi Inc T -0.58 1.64 0.34 5.77 5.15 4.47
MainStay Floating Rate C -0.72 1.60 0.31 5.79 4.57 3.68
Fidelity Advisor Floating Rate Hi Inc A -0.57 1.59 0.37 5.87 5.22 4.50
Fidelity Advisor Floating Rate Hi I A LW -0.57 1.59 0.37 5.87 5.22 4.50
Fidelity Advisor Floating Rate Hi Inc B -0.62 1.44 0.24 5.32 4.68 3.99
Fidelity Advisor Floating Rate Hi Inc C -0.64 1.33 0.18 5.08 4.44 3.73
DoubleLine Floating Rate N -0.11 --- 0.80 --- --- ---
DoubleLine Floating Rate I -0.19 --- 0.64 --- --- ---
Columbia Floating Rate R4 -0.32 --- 1.23 --- --- ---
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