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Data through 5/22/2015. 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 0.31 2.98 1.63 2.18 4.63 5.07
Sound Point Floating Rate Income Instl 0.86 4.37 2.94 6.39 --- ---
Sound Point Floating Rate Income Inv 0.86 4.16 2.84 --- --- ---
Hartford Floating Rate High Inc Y 0.73 3.93 2.81 1.29 5.62 ---
Hartford Floating Rate High Inc I 0.72 3.90 2.79 1.24 5.63 ---
Credit Suisse Floating Rate Hi Inc A LW 0.66 3.86 2.51 3.53 4.83 7.06
Credit Suisse Floating Rate Hi Inc A 0.66 3.86 2.51 3.53 4.83 7.06
RidgeWorth Seix Floating Rate Hi Inc I 0.54 3.84 2.00 3.10 5.04 5.71
Hartford Floating Rate High Inc R5 0.63 3.83 2.71 1.19 5.59 ---
Credit Suisse Floating Rate Hi Inc Instl 0.68 3.83 2.43 3.64 5.11 7.28
Hartford Floating Rate High Inc R4 0.70 3.81 2.73 0.98 5.31 ---
Hartford Floating Rate High Inc A LW 0.70 3.80 2.73 0.98 5.33 ---
Hartford Floating Rate High Inc A 0.70 3.80 2.73 0.98 5.33 ---
RidgeWorth Seix Floating Rate Hi Inc A 0.51 3.72 1.92 2.80 4.78 5.41
RidgeWorth Seix Floating Rate Hi In A LW 0.51 3.72 1.92 2.80 4.78 5.41
Credit Suisse Floating Rate Hi Inc B 0.59 3.70 2.46 2.76 4.13 6.31
Hartford Floating Rate High Inc R3 0.67 3.69 2.65 0.68 4.99 ---
Deutsche Floating Rate R6 0.59 3.67 2.16 --- --- ---
Deutsche Floating Rate Institutional 0.47 3.65 2.14 2.22 4.50 5.00
Deutsche Floating Rate S 0.56 3.61 2.12 2.21 4.39 4.86
Fidelity® Series Floating Rate High IncF 0.58 3.57 1.91 2.34 5.93 ---
Credit Suisse Floating Rate Hi Inc C 0.59 3.55 2.31 2.75 4.07 6.24
Deutsche Floating Rate A Load Waived 0.54 3.54 2.19 2.06 4.22 4.70
Deutsche Floating Rate A 0.54 3.54 2.19 2.06 4.22 4.70
Catalyst/Princeton Floating Rt Inc I 0.48 3.54 1.94 1.67 --- ---
Fidelity® Series Floating Rate High Inc 0.57 3.53 1.89 2.24 5.82 ---
Hartford Floating Rate High Inc C 0.63 3.50 2.54 0.22 4.54 ---
RidgeWorth Seix Floating Rate Hi Inc C 0.46 3.48 1.77 2.19 4.10 4.74
Hartford Floating Rate Y 0.39 3.45 1.92 2.03 4.65 5.47
Columbia Floating Rate I 0.34 3.45 1.80 2.87 5.39 6.01
Hartford Floating Rate R5 0.38 3.43 1.91 1.97 4.58 5.39
Eaton Vance Floating-Rate Advantage I 0.25 3.43 1.69 3.14 5.31 6.17
Hartford Floating Rate I 0.38 3.41 1.90 1.84 4.57 5.38
Columbia Floating Rate Z 0.33 3.40 1.78 2.76 5.26 ---
Loomis Sayles Sr Floating Rate and F/I Y 0.56 3.39 2.35 3.06 6.02 ---
Prudential Floating Rate Income Z 0.31 3.35 1.77 2.98 4.90 ---
Babson Global Floating Rate I 0.39 3.35 1.95 2.17 --- ---
Catalyst/Princeton Floating Rt Inc A LW 0.46 3.34 1.86 1.41 --- ---
Catalyst/Princeton Floating Rt Inc A 0.46 3.34 1.86 1.41 --- ---
Eaton Vance Floating-Rate Advantage Adv 0.22 3.33 1.63 2.98 5.05 5.93
Eaton Vance Floating-Rate Advantage A LW 0.13 3.33 1.63 2.88 5.05 5.93
Eaton Vance Floating-Rate Advantage A 0.13 3.33 1.63 2.88 5.05 5.93
Deutsche Floating Rate C 0.52 3.32 1.88 1.30 3.46 3.91
Columbia Floating Rate K 0.31 3.32 1.73 2.57 5.07 5.68
T. Rowe Price Instl Floating Rate F 0.29 3.31 1.78 3.41 4.90 ---
Oppenheimer Senior Floating Rt Pls I 0.38 3.31 1.69 2.26 --- ---
Loomis Sayles Sr Floating Rate and F/I A 0.44 3.31 2.29 2.80 5.74 ---
Loomis Sayles Sr Floating Rate and A LW 0.44 3.31 2.29 2.80 5.74 ---
Hartford Floating Rate R4 0.36 3.31 1.83 1.55 4.28 5.07
Hartford Floating Rate A Load Waived 0.36 3.31 1.84 1.69 4.30 5.12
Hartford Floating Rate A 0.36 3.31 1.84 1.69 4.30 5.12
Columbia Floating Rate R5 0.33 3.31 1.68 2.83 5.33 5.96
SunAmerica Senior Floating Rate A LW 0.38 3.30 1.68 2.17 4.45 4.51
SunAmerica Senior Floating Rate A 0.38 3.30 1.68 2.17 4.45 4.51
RS Floating Rate Y -0.01 3.29 1.27 0.83 4.42 5.21
Columbia Floating Rate W 0.30 3.29 1.69 2.56 4.99 5.62
Columbia Floating Rate R4 0.33 3.29 1.67 2.76 --- ---
Franklin Floating Rate Daily Access Adv 0.48 3.28 1.87 2.90 4.35 4.70
Babson Global Floating Rate Y 0.39 3.28 1.84 2.11 --- ---
DoubleLine Floating Rate I 0.20 3.27 1.75 3.92 --- ---
T. Rowe Price Instl Floating Rate 0.30 3.26 1.81 3.54 4.97 5.51
Prudential Floating Rate Income A LW 0.28 3.25 1.71 2.72 4.68 ---
Prudential Floating Rate Income A 0.28 3.25 1.71 2.72 4.68 ---
RS Floating Rate A Load Waived -0.03 3.20 1.21 0.58 4.19 4.97
RS Floating Rate A -0.03 3.20 1.21 0.58 4.19 4.97
Hartford Floating Rate R3 0.34 3.20 1.76 1.40 4.00 4.81
Columbia Floating Rate R 0.29 3.20 1.65 2.26 4.74 ---
Virtus Senior Floating Rate I 0.27 3.19 1.59 2.48 4.93 5.42
Eaton Vance Floating-Rate Advantage B 0.11 3.19 1.45 2.52 4.68 5.56
Columbia Floating Rate A Load Waived 0.31 3.19 1.71 2.50 5.00 5.60
Columbia Floating Rate A 0.31 3.19 1.71 2.50 5.00 5.60
DoubleLine Floating Rate N 0.18 3.18 1.68 3.64 --- ---
Putnam Floating Rate Income Y 0.50 3.17 1.81 2.70 5.05 5.48
Franklin Floating Rate Daily Access A LW 0.46 3.17 1.81 2.64 4.09 4.44
Franklin Floating Rate Daily Access A 0.46 3.17 1.81 2.64 4.09 4.44
Fidelity® Floating Rate High Income 0.42 3.17 1.55 2.16 3.87 4.49
Oppenheimer Senior Floating Rt Pls Y 0.27 3.16 1.66 2.16 --- ---
Oppenheimer Senior Floating Rt Pls A LW 0.35 3.16 1.59 1.90 --- ---
Oppenheimer Senior Floating Rt Pls A 0.35 3.16 1.59 1.90 --- ---
Fidelity Advisor® Floating Rate Hi Inc I 0.42 3.16 1.54 2.11 3.82 4.43
Dreyfus Floating Rate Income Y 0.51 3.15 1.78 3.19 --- ---
T. Rowe Price Floating Rate 0.27 3.14 1.73 3.16 4.39 ---
Neuberger Berman Floating Rate Inc Inst 0.27 3.13 1.41 2.80 4.49 5.39
Lord Abbett Floating Rate I 0.31 3.13 1.70 2.75 5.35 5.64
Eaton Vance Floating-Rate Advantage C 0.18 3.13 1.50 2.37 4.53 5.41
BlackRock Secured Credit Portfolio Instl 0.27 3.13 1.32 3.52 5.87 5.98
Dreyfus Floating Rate Income I 0.50 3.12 1.76 3.14 --- ---
Babson Global Floating Rate A LW 0.27 3.12 1.77 1.78 --- ---
Babson Global Floating Rate A 0.27 3.12 1.77 1.78 --- ---
T. Rowe Price Floating Rate Adv 0.26 3.10 1.71 3.06 4.28 ---
Virtus Senior Floating Rate A LW 0.25 3.09 1.53 2.33 4.66 5.16
Virtus Senior Floating Rate A 0.25 3.09 1.53 2.33 4.66 5.16
Payden Floating Rate SI 0.28 3.09 1.49 2.96 --- ---
Lord Abbett Floating Rate F 0.30 3.09 1.79 2.67 5.31 5.55
Eaton Vance Floating-Rate & Hi Inc Inst 0.16 3.09 1.46 2.72 4.83 5.57
Catalyst/Princeton Floating Rt Inc C 0.39 3.09 1.69 0.64 --- ---
BlackRock Floating Rate Income Instl 0.18 3.08 1.55 2.98 4.97 ---
Putnam Floating Rate Income A LW 0.36 3.07 1.75 2.42 4.79 5.20
Putnam Floating Rate Income A 0.36 3.07 1.75 2.42 4.79 5.20
Pacific Funds Floating Rate Income I 0.79 3.07 2.13 1.87 5.17 ---
MainStay Floating Rate Inv 0.19 3.07 1.43 2.19 3.88 4.26
MainStay Floating Rate A Load Waived 0.19 3.07 1.44 2.16 3.89 4.30
MainStay Floating Rate A 0.19 3.07 1.44 2.16 3.89 4.30
Payden Floating Rate Investor 0.27 3.06 1.47 2.82 --- ---
MainStay Floating Rate I 0.22 3.06 1.50 2.42 4.15 4.56
Fidelity Advisor® Floating Rate Hi Inc A 0.40 3.06 1.48 1.77 3.57 4.19
Fidelity Advisor® Floating Rate Hi A LW 0.40 3.06 1.48 1.77 3.57 4.19
SunAmerica Senior Floating Rate C 0.35 3.05 1.60 1.86 4.14 4.18
Putnam Floating Rate Income M 0.47 3.05 1.74 2.37 4.73 5.14
Pacific Funds Floating Rate Income Adv 0.78 3.05 2.02 1.75 --- ---
Lord Abbett Floating Rate A Load Waived 0.19 3.05 1.64 2.45 5.16 5.44
Lord Abbett Floating Rate A 0.19 3.05 1.64 2.45 5.16 5.44
Invesco Floating Rate A Load Waived 0.39 3.03 1.68 2.54 5.20 5.59
Invesco Floating Rate A 0.39 3.03 1.68 2.54 5.20 5.59
Eaton Vance Floating-Rate & Hi Inc A LW 0.28 3.03 1.50 2.56 4.61 5.34
Eaton Vance Floating-Rate & Hi Inc A 0.28 3.03 1.50 2.56 4.61 5.34
BlackRock Secured Credit Portfolio Inv A 0.25 3.03 1.25 3.36 5.63 5.71
BlackRock Secured Credit Portfolio A LW 0.25 3.03 1.25 3.36 5.63 5.71
JPMorgan Floating Rate Income R6 0.45 3.02 1.71 1.94 --- ---
Hartford Floating Rate C 0.29 3.02 1.65 0.93 3.53 4.32
Guggenheim Floating Rate Strats Instl 0.41 3.02 1.72 3.73 6.33 ---
Franklin Floating Rate Daily Access C 0.43 3.02 1.71 2.24 3.67 4.03
Fidelity Advisor® Floating Rate Hi Inc T 0.39 3.02 1.46 1.78 3.48 4.11
Dreyfus Floating Rate Income A LW 0.48 3.02 1.69 2.96 --- ---
Dreyfus Floating Rate Income A 0.48 3.02 1.69 2.96 --- ---
Hartford Floating Rate B 0.40 3.01 1.64 0.87 3.49 4.28
Voya Floating Rate P 0.18 3.00 1.64 3.95 --- ---
Invesco Floating Rate Y 0.29 3.00 1.75 2.66 5.42 5.86
Invesco Floating Rate R5 0.29 3.00 1.75 2.68 5.49 5.91
Columbia Floating Rate B 0.36 3.00 1.52 1.74 4.22 4.84
Putnam Floating Rate Income B 0.46 2.99 1.70 2.32 4.57 4.99
Eaton Vance Floating-Rate & Hi Inc Adv 0.25 2.99 1.40 2.57 4.60 5.33
Neuberger Berman Floating Rate Inc A LW 0.24 2.98 1.32 2.42 4.10 4.99
Neuberger Berman Floating Rate Inc A 0.24 2.98 1.32 2.42 4.10 4.99
Loomis Sayles Sr Floating Rate and F/I C 0.38 2.98 2.12 2.04 4.96 ---
JPMorgan Floating Rate Income Select 0.33 2.98 1.58 1.83 4.86 ---
Putnam Floating Rate Income R 0.45 2.97 1.69 2.26 4.52 4.93
Pacific Funds Floating Rate Income A LW 0.76 2.97 1.96 1.60 4.90 ---
Pacific Funds Floating Rate Income A 0.76 2.97 1.96 1.60 4.90 ---
BlackRock Floating Rate Income Inv A LW 0.16 2.97 1.48 2.66 4.66 5.20
BlackRock Floating Rate Income Inv A 0.16 2.97 1.48 2.66 4.66 5.20
Babson Global Floating Rate C 0.32 2.95 1.71 1.12 --- ---
Lord Abbett Floating Rate R3 0.27 2.93 1.58 2.26 4.86 5.14
Guggenheim Floating Rate Strats A LW 0.39 2.93 1.66 3.48 6.09 ---
Guggenheim Floating Rate Strats A 0.39 2.93 1.66 3.48 6.09 ---
Lord Abbett Floating Rate R2 0.26 2.89 1.55 2.16 4.75 5.12
JPMorgan Floating Rate Income A LW 0.31 2.89 1.51 1.63 4.59 ---
JPMorgan Floating Rate Income A 0.31 2.89 1.51 1.63 4.59 ---
Columbia Floating Rate C 0.25 2.89 1.52 1.74 4.18 4.82
Putnam Floating Rate Income C 0.41 2.88 1.56 1.72 3.99 4.44
RS Floating Rate K -0.18 2.87 1.07 0.03 3.66 4.52
RS Floating Rate C -0.10 2.87 1.01 -0.21 3.36 4.28
Payden Floating Rate Adviser 0.25 2.87 1.40 2.66 --- ---
JHancock Floating Rate Income R6 0.29 2.87 1.68 1.40 4.47 ---
JHancock Floating Rate Income NAV 0.29 2.87 1.68 1.44 4.55 5.60
Fidelity Advisor® Floating Rate Hi Inc B 0.36 2.87 1.46 1.37 3.04 3.65
JHancock Floating Rate Income 1 0.28 2.85 1.67 1.39 4.50 5.55
Invesco Floating Rate R6 0.41 2.85 1.74 2.83 --- ---
Voya Floating Rate I 0.13 2.84 1.57 3.37 4.90 ---
Prudential Floating Rate Income C 0.22 2.84 1.51 1.85 3.82 ---
JHancock Floating Rate Income I 0.28 2.84 1.66 1.32 4.45 5.48
Voya Floating Rate W 0.13 2.83 1.57 3.26 4.89 ---
Dunham Floating Rate Bond N 0.18 2.82 1.35 1.89 --- ---
Invesco Floating Rate R 0.24 2.80 1.62 2.15 4.90 5.33
Lord Abbett Floating Rate C 0.13 2.79 1.49 1.88 4.47 4.72
Virtus Senior Floating Rate C 0.18 2.78 1.33 1.45 3.87 4.37
First Trust Short Duration High Inc I 0.06 2.78 1.51 3.48 --- ---
Dreyfus Floating Rate Income C 0.42 2.77 1.50 2.12 --- ---
MainStay Floating Rate B 0.23 2.76 1.35 1.42 3.14 3.48
Eaton Vance Floating Rate Adv 0.23 2.76 1.43 2.38 3.99 4.57
Fidelity Advisor® Floating Rate Hi Inc C 0.33 2.75 1.29 1.11 2.80 3.41
Voya Floating Rate A Load Waived 0.11 2.74 1.52 3.01 4.64 ---
Voya Floating Rate A 0.11 2.74 1.52 3.01 4.64 ---
Transamerica Floating Rate I 0.00 2.74 1.36 3.04 --- ---
Oppenheimer Senior Floating Rt Pls C 0.18 2.74 1.29 1.09 --- ---
JPMorgan Floating Rate Income C 0.28 2.74 1.41 1.08 4.09 ---
Eaton Vance Floating Rate I 0.14 2.74 1.38 2.52 4.21 4.81
Dunham Floating Rate Bond A Load Waived 0.06 2.74 1.18 1.70 --- ---
Dunham Floating Rate Bond A 0.06 2.74 1.18 1.70 --- ---
Transamerica Floating Rate A LW 0.07 2.73 1.29 2.88 --- ---
Transamerica Floating Rate A 0.07 2.73 1.29 2.88 --- ---
BlackRock Secured Credit Portfolio Inv C 0.18 2.73 1.06 2.48 4.81 4.92
Eaton Vance Floating Rate A Load Waived 0.24 2.72 1.42 2.31 3.98 4.57
Eaton Vance Floating Rate A 0.24 2.72 1.42 2.31 3.98 4.57
Goldman Sachs High Yield Fl Rate Instl 0.06 2.71 1.20 2.76 4.34 ---
JHancock Floating Rate Income A LW 0.25 2.70 1.58 0.99 4.05 5.07
JHancock Floating Rate Income A 0.25 2.70 1.58 0.99 4.05 5.07
Invesco Floating Rate C 0.22 2.70 1.56 1.88 4.63 5.07
First Trust Short Duration High Inc A LW 0.04 2.70 1.45 3.23 --- ---
First Trust Short Duration High Inc A 0.04 2.70 1.45 3.23 --- ---
Nuveen Symphony Floating Rate Income I 0.08 2.69 1.36 2.59 6.33 ---
Eaton Vance Floating-Rate & Hi Inc C 0.19 2.69 1.20 1.68 3.83 4.54
Eaton Vance Floating-Rate & Hi Inc B 0.19 2.69 1.20 1.80 3.82 4.55
Neuberger Berman Floating Rate Inc C 0.17 2.68 1.13 1.65 3.32 4.20
Pioneer Floating Rate K 0.32 2.67 1.52 2.71 --- ---
Goldman Sachs High Yield Fl Rate IR 0.15 2.67 1.18 2.66 4.25 ---
Pioneer Floating Rate Y 0.32 2.66 1.51 2.70 4.39 4.85
MainStay Floating Rate C 0.13 2.65 1.24 1.42 3.11 3.48
Voya Floating Rate R 0.09 2.64 1.45 2.75 4.35 ---
Guggenheim Floating Rate Strats C 0.32 2.63 1.51 2.74 5.30 ---
Pacific Funds Floating Rate Income C 0.70 2.62 1.78 0.84 4.10 ---
Nuveen Symphony Floating Rate Income A 0.06 2.61 1.30 2.32 6.06 ---
Nuveen Symphony Floating Rate Incom A LW 0.06 2.61 1.30 2.32 6.06 ---
Metropolitan West Floating Rate Inc M 0.20 2.61 1.74 2.95 --- ---
Metropolitan West Floating Rate Inc I 0.22 2.59 1.69 3.06 --- ---
First Investors Floating Rate Advisor 0.39 2.58 1.55 0.91 --- ---
Highland Floating Rate Opportunities Z 0.88 2.57 2.10 2.52 10.16 8.62
Goldman Sachs High Yield Fl Rate A LW 0.03 2.57 1.22 2.40 3.96 ---
Goldman Sachs High Yield Fl Rate A 0.03 2.57 1.22 2.40 3.96 ---
Dunham Floating Rate Bond C 0.12 2.57 1.16 1.91 --- ---
BlackRock Floating Rate Income Inv C 0.09 2.56 1.18 1.80 3.84 ---
First Investors Floating Rate Instl 0.41 2.55 1.60 1.10 --- ---
Oppenheimer Senior Floating Rate Y 0.27 2.54 1.37 1.88 4.89 5.70
Pioneer Floating Rate A Load Waived 0.43 2.53 1.43 2.34 3.98 4.53
Pioneer Floating Rate A 0.43 2.53 1.43 2.34 3.98 4.53
BlackRock Floating Rate Income Inv C1 0.18 2.53 1.31 2.14 4.15 ---
Goldman Sachs High Yield Fl Rate R 0.11 2.47 1.16 2.16 3.73 ---
First Investors Floating Rate A 0.37 2.47 1.49 0.73 --- ---
Eaton Vance Floating Rate C 0.17 2.46 1.24 1.61 3.21 3.80
Transamerica Floating Rate C 0.01 2.45 1.11 2.22 --- ---
Pioneer Floating Rate Z 0.30 2.45 1.33 2.52 4.21 ---
First Trust Short Duration High Inc C -0.02 2.45 1.26 2.46 --- ---
Voya Floating Rate C 0.05 2.44 1.22 2.24 3.86 ---
Oppenheimer Senior Floating Rate A LW 0.25 2.44 1.30 1.63 4.62 5.43
Oppenheimer Senior Floating Rate A 0.25 2.44 1.30 1.63 4.62 5.43
JHancock Floating Rate Income C 0.20 2.42 1.40 0.31 3.34 4.36
Highland Floating Rate Opportunities A 0.72 2.42 2.01 2.16 9.77 8.21
Highland Floating Rate Opportunitie A LW 0.72 2.42 2.01 2.16 9.77 8.21
Nuveen Symphony Floating Rate Income C -0.01 2.35 1.11 1.52 5.26 ---
Eaton Vance Floating Rate B 0.05 2.34 1.13 1.49 3.17 3.78
JHancock Floating Rate Income B 0.20 2.31 1.40 0.25 3.28 4.31
Goldman Sachs High Yield Fl Rate C -0.04 2.27 0.93 1.53 3.18 ---
Oppenheimer Senior Floating Rate I 0.25 2.26 1.36 1.92 --- ---
Pioneer Floating Rate C 0.37 2.23 1.24 1.60 3.26 3.73
Oppenheimer Senior Floating Rate B 0.21 2.23 1.17 1.12 4.08 4.79
Highland Floating Rate Opportunities C 0.80 2.22 1.88 1.67 9.24 7.67
Oppenheimer Senior Floating Rate C 0.18 2.13 1.11 0.87 3.97 4.83
Oppenheimer Senior Floating Rate R 0.21 2.07 1.22 1.35 --- ---
PIMCO Senior Floating Rate Instl 0.02 2.05 1.01 2.52 4.26 ---
PIMCO Senior Floating Rate P 0.01 2.01 0.98 2.42 4.16 ---
PIMCO Senior Floating Rate D -0.01 1.95 0.93 2.21 3.95 ---
PIMCO Senior Floating Rate A LW -0.01 1.95 0.93 2.21 3.95 ---
PIMCO Senior Floating Rate A -0.01 1.95 0.93 2.21 3.95 ---
PIMCO Senior Floating Rate R -0.03 1.86 0.87 1.96 3.69 ---
PIMCO Senior Floating Rate C -0.07 1.70 0.75 1.45 3.18 ---
RidgeWorth Seix Floating Rate Hi Inc IS 0.55 --- 2.04 --- --- ---
Prudential Floating Rate Income Q --- --- --- --- --- ---
Nuveen Symphony Floating Rate Income R6 0.03 --- 1.36 --- --- ---
Guggenheim Floating Rate Strats P --- --- --- --- --- ---
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