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Data through 7/30/2014. 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 -0.02 1.96 0.99 4.03 4.97 7.08
Loomis Sayles Sr Floating Rate and F/I Y 0.12 3.65 1.46 6.05 --- ---
Loomis Sayles Sr Floating Rate and F/I A 0.09 3.50 1.39 5.79 --- ---
Loomis Sayles Sr Floating Rate and A LW 0.09 3.50 1.39 5.79 --- ---
Catalyst/Princeton Floating Rt Inc I 0.00 3.44 1.51 7.18 --- ---
Catalyst/Princeton Floating Rt Inc A LW -0.02 3.31 1.45 6.95 --- ---
Catalyst/Princeton Floating Rt Inc A -0.02 3.31 1.45 6.95 --- ---
Fidelity® Series Floating Rate High IncF 0.16 3.21 1.27 5.54 --- ---
Fidelity® Series Floating Rate High Inc 0.15 3.15 1.25 5.43 --- ---
Oppenheimer Senior Floating Rt Pls I 0.16 3.09 1.59 --- --- ---
Oppenheimer Senior Floating Rt Pls Y 0.15 3.07 1.56 --- --- ---
Loomis Sayles Sr Floating Rate and F/I C 0.03 3.07 1.20 4.93 --- ---
Hartford Floating Rate High Inc Y -0.46 2.94 1.04 5.87 --- ---
Hartford Floating Rate High Inc R5 -0.46 2.94 1.04 5.87 --- ---
Hartford Floating Rate High Inc I -0.46 2.91 1.03 5.81 --- ---
Oppenheimer Senior Floating Rt Pls A LW 0.13 2.90 1.50 --- --- ---
Oppenheimer Senior Floating Rt Pls A 0.13 2.90 1.50 --- --- ---
Hartford Floating Rate High Inc A LW -0.37 2.88 1.08 5.65 --- ---
Hartford Floating Rate High Inc A -0.37 2.88 1.08 5.65 --- ---
Hartford Floating Rate High Inc R4 -0.46 2.79 0.99 5.56 --- ---
Catalyst/Princeton Floating Rt Inc C -0.08 2.79 1.26 6.08 --- ---
Guggenheim Floating Rate Strats Instl 0.11 2.73 1.19 5.47 --- ---
BlackRock Secured Credit Portfolio Instl -0.11 2.73 1.26 5.62 6.39 ---
Columbia Floating Rate I 0.20 2.66 1.32 4.71 5.81 8.23
Hartford Floating Rate High Inc R3 -0.46 2.64 0.94 5.24 --- ---
Guggenheim Floating Rate Strategies A LW 0.13 2.62 1.13 5.25 --- ---
Guggenheim Floating Rate Strategies A 0.13 2.62 1.13 5.25 --- ---
Columbia Floating Rate Z 0.19 2.60 1.29 4.58 5.68 ---
BlackRock Secured Credit Portfolio Inv A -0.03 2.58 1.19 5.35 6.15 ---
BlackRock Secured Credit Portfolio A LW -0.03 2.58 1.19 5.35 6.15 ---
Metropolitan West Floating Rate Inc I 0.27 2.56 1.11 5.77 --- ---
Highland Floating Rate Opportunities Z 0.06 2.56 2.95 9.21 10.84 12.27
Oppenheimer Senior Floating Rt Pls C 0.06 2.55 1.30 --- --- ---
Columbia Floating Rate R5 0.09 2.52 1.20 4.65 5.75 8.18
Hartford Floating Rate High Inc C -0.37 2.50 0.96 4.86 --- ---
Columbia Floating Rate R4 0.09 2.49 1.29 4.59 --- ---
Highland Floating Rate Opportunities A 0.03 2.48 2.86 8.83 10.50 11.91
Highland Floating Rate Opportunitie A LW 0.03 2.48 2.86 8.83 10.50 11.91
Columbia Floating Rate K 0.18 2.48 1.24 4.50 5.52 7.91
Metropolitan West Floating Rate Inc M 0.25 2.45 1.06 5.57 --- ---
Columbia Floating Rate A Load Waived 0.17 2.45 1.23 4.32 5.41 7.85
Columbia Floating Rate A 0.17 2.45 1.23 4.32 5.41 7.85
Columbia Floating Rate W 0.06 2.43 1.21 4.33 5.42 7.83
Prudential Floating Rate Income Z 0.13 2.31 1.20 4.34 5.38 ---
PL Floating Rate Income Advisor 0.19 2.31 1.20 4.41 --- ---
Columbia Floating Rate R 0.15 2.30 1.17 4.07 5.16 ---
Oppenheimer Senior Floating Rate Y 0.12 2.28 1.22 4.88 5.54 9.06
BlackRock Floating Rate Income Instl -0.01 2.26 1.17 4.46 5.24 ---
JHancock Floating Rate Income NAV 0.04 2.25 0.87 4.46 5.45 7.42
Hartford Floating Rate Y 0.11 2.25 1.22 4.22 5.42 7.80
Lord Abbett Floating Rate I 0.00 2.24 1.04 4.15 5.83 6.92
BlackRock Secured Credit Portfolio Inv C -0.10 2.24 1.10 4.67 5.37 ---
JHancock Floating Rate Income 1 0.04 2.22 0.97 4.41 5.44 7.35
PL Floating Rate Income I 0.10 2.21 1.10 4.33 6.23 ---
Payden Floating Rate Institutional 0.02 2.21 0.94 --- --- ---
Hartford Floating Rate R5 0.10 2.21 1.20 4.15 5.35 7.69
Hartford Floating Rate I -0.01 2.21 1.20 4.15 5.33 7.73
RidgeWorth Seix Floating RT High Inc I 0.00 2.20 1.02 4.18 5.18 6.84
Highland Floating Rate Opportunities C -0.01 2.20 2.87 8.30 9.96 11.36
Credit Suisse Floating Rate Hi Inc Instl 0.04 2.20 0.99 4.16 5.41 9.95
JHancock Floating Rate Income R6 0.03 2.19 0.84 4.34 --- ---
RS Floating Rate Y -0.04 2.18 0.95 4.52 5.33 ---
Lord Abbett Floating Rate F -0.01 2.18 1.01 4.08 5.74 6.79
Invesco Floating Rate R5 0.12 2.18 1.10 4.43 5.94 8.03
JHancock Floating Rate Income I 0.03 2.17 0.95 4.32 5.35 7.30
Invesco Floating Rate Y 0.12 2.17 1.09 4.41 5.85 8.00
T. Rowe Price Instl Floating Rate F 0.04 2.16 1.00 4.03 4.87 ---
Prudential Floating Rate Income A LW 0.01 2.16 1.14 4.09 5.05 ---
Prudential Floating Rate Income A 0.01 2.16 1.14 4.09 5.05 ---
Voya Floating Rate P 0.26 2.15 1.22 4.18 --- ---
Transamerica Floating Rate I 0.21 2.15 1.05 --- --- ---
Invesco Floating Rate A Load Waived 0.10 2.15 1.16 4.15 5.63 7.76
Invesco Floating Rate A 0.10 2.15 1.16 4.15 5.63 7.76
T. Rowe Price Instl Floating Rate 0.05 2.14 1.03 4.06 4.91 6.77
Oppenheimer Senior Floating Rate A LW 0.10 2.14 1.15 4.62 5.26 8.79
Oppenheimer Senior Floating Rate A 0.10 2.14 1.15 4.62 5.26 8.79
Guggenheim Floating Rate Strategies C 0.03 2.14 0.93 4.44 --- ---
Virtus Senior Floating Rate I 0.01 2.13 0.99 4.23 5.07 6.82
Lord Abbett Floating Rate A Load Waived -0.02 2.12 0.99 3.96 5.63 6.67
Lord Abbett Floating Rate A -0.02 2.12 0.99 3.96 5.63 6.67
PL Floating Rate Income A Load Waived 0.10 2.09 1.06 4.07 --- ---
PL Floating Rate Income A 0.10 2.09 1.06 4.07 --- ---
BlackRock Floating Rate Income Inv A LW -0.03 2.09 1.19 4.17 4.91 7.09
BlackRock Floating Rate Income Inv A -0.03 2.09 1.19 4.17 4.91 7.09
Nuveen Symphony Floating Rate Income I -0.47 2.07 0.61 5.27 7.17 ---
First Trust Short Duration High Inc I -0.48 2.07 0.66 4.64 --- ---
Hartford Floating Rate A Load Waived -0.03 2.06 1.14 3.88 5.07 7.44
Hartford Floating Rate A -0.03 2.06 1.14 3.88 5.07 7.44
Credit Suisse Floating Rate Hi Inc A LW 0.16 2.06 0.93 4.03 5.18 9.68
Credit Suisse Floating Rate Hi Inc A 0.16 2.06 0.93 4.03 5.18 9.68
Pioneer Floating Rate K 0.15 2.05 1.05 --- --- ---
RS Floating Rate A Load Waived -0.08 2.04 0.88 4.27 5.08 ---
RS Floating Rate A -0.08 2.04 0.88 4.27 5.08 ---
Pioneer Floating Rate Y 0.15 2.04 1.04 3.69 4.72 6.56
Payden Floating Rate Investor 0.02 2.04 0.88 --- --- ---
Hartford Floating Rate R4 -0.03 2.04 1.02 3.84 5.04 7.41
RidgeWorth Seix Floating RT High Inc A -0.02 2.02 0.94 3.86 4.90 6.54
RidgeWorth Seix Floating RT High In A LW -0.02 2.02 0.94 3.86 4.90 6.54
Transamerica Floating Rate A LW 0.09 2.01 0.99 --- --- ---
Transamerica Floating Rate A 0.09 2.01 0.99 --- --- ---
Payden Floating Rate Adviser -0.01 2.01 0.85 --- --- ---
Eaton Vance Floating-Rate Advantage I 0.20 2.01 1.24 4.18 5.86 9.26
Columbia Floating Rate C 0.00 2.01 1.04 3.54 4.62 7.05
Columbia Floating Rate B 0.11 2.01 1.04 3.66 4.62 7.07
Dreyfus Floating Rate Income Y 0.06 1.99 0.97 --- --- ---
Dreyfus Floating Rate Income I 0.06 1.99 0.97 --- --- ---
Virtus Senior Floating Rate A LW -0.01 1.98 1.02 3.97 4.84 6.58
Virtus Senior Floating Rate A -0.01 1.98 1.02 3.97 4.84 6.58
T. Rowe Price Floating Rate 0.02 1.98 0.94 3.62 --- ---
Pioneer Floating Rate Z 0.13 1.98 0.99 3.56 --- ---
JHancock Floating Rate Income A LW 0.01 1.97 0.76 3.95 4.94 6.88
JHancock Floating Rate Income A 0.01 1.97 0.76 3.95 4.94 6.88
Oppenheimer Senior Floating Rate I -0.24 1.96 0.87 4.90 --- ---
Nuveen Symphony Floating Rate Income A -0.47 1.95 0.57 5.03 6.93 ---
Nuveen Symphony Floating Rate Incom A LW -0.47 1.95 0.57 5.03 6.93 ---
MainStay Floating Rate I 0.19 1.95 1.13 3.53 4.48 6.00
First Trust Short Duration High Inc A LW -0.48 1.95 0.62 4.38 --- ---
First Trust Short Duration High Inc A -0.48 1.95 0.62 4.38 --- ---
Fidelity® Floating Rate High Income -0.03 1.95 0.95 3.47 4.23 5.38
T. Rowe Price Floating Rate Adv 0.01 1.92 0.92 3.42 --- ---
JPMorgan Floating Rate Income Select -0.10 1.90 0.85 4.23 5.25 ---
Eaton Vance Floating-Rate & Hi Inc Inst -0.01 1.89 0.96 4.03 5.23 7.88
SunAmerica Senior Floating Rate A LW -0.06 1.88 0.78 3.68 4.37 7.83
SunAmerica Senior Floating Rate A -0.06 1.88 0.78 3.68 4.37 7.83
Invesco Floating Rate R 0.08 1.88 0.97 3.89 5.32 7.40
Hartford Floating Rate R3 0.06 1.88 1.06 3.57 4.80 7.18
Voya Floating Rate I 0.21 1.86 0.96 3.61 5.27 ---
Pioneer Floating Rate A Load Waived 0.12 1.86 0.96 3.36 4.38 6.28
Pioneer Floating Rate A 0.12 1.86 0.96 3.36 4.38 6.28
Eaton Vance Floating-Rate Advantage Adv 0.18 1.86 1.27 3.93 5.63 8.99
Eaton Vance Floating-Rate Advantage A LW 0.18 1.86 1.18 3.93 5.63 8.99
Eaton Vance Floating-Rate Advantage A 0.18 1.86 1.18 3.93 5.63 8.99
JPMorgan Floating Rate Income R6 -0.20 1.85 0.76 --- --- ---
Franklin Floating Rate Daily Access Adv 0.21 1.85 1.07 3.71 4.43 5.98
DWS Floating Rate Inst 0.02 1.85 0.91 3.60 5.02 7.38
Lord Abbett Floating Rate R3 -0.15 1.84 0.91 3.66 5.29 6.43
Dreyfus Floating Rate Income A LW -0.03 1.84 0.91 --- --- ---
Dreyfus Floating Rate Income A -0.03 1.84 0.91 --- --- ---
SunAmerica Senior Floating Rate C 0.04 1.83 0.83 3.50 4.11 7.52
Fidelity Advisor® Floating Rate Hi Inc I -0.03 1.82 0.94 3.42 4.19 5.34
DWS Floating Rate A Load Waived 0.00 1.79 0.84 3.41 4.70 7.07
DWS Floating Rate A 0.00 1.79 0.84 3.41 4.70 7.07
Lord Abbett Floating Rate R2 -0.05 1.78 0.89 3.56 5.19 6.47
DWS Floating Rate S 0.01 1.77 0.88 3.57 4.87 7.28
Voya Floating Rate W 0.11 1.76 0.96 3.50 5.26 ---
Eaton Vance Floating-Rate & Hi Inc A LW -0.01 1.76 1.00 3.77 4.97 7.62
Eaton Vance Floating-Rate & Hi Inc A -0.01 1.76 1.00 3.77 4.97 7.62
RS Floating Rate K -0.11 1.74 0.75 3.78 4.55 ---
Eaton Vance Floating-Rate & Hi Inc Adv -0.03 1.74 1.01 3.77 4.97 7.62
MainStay Floating Rate Inv 0.07 1.73 0.98 3.18 4.15 5.65
Invesco Floating Rate C 0.06 1.73 0.90 3.63 5.06 7.21
Goldman Sachs High Yield Fl Rate Instl 0.01 1.73 0.91 3.41 4.57 ---
Fidelity Advisor® Floating Rate Hi Inc T -0.06 1.73 0.86 3.08 3.83 5.01
Prudential Floating Rate Income C -0.05 1.72 0.95 3.31 4.30 ---
Oppenheimer Senior Floating Rate B 0.06 1.72 1.03 3.93 4.59 8.12
Lord Abbett Floating Rate C -0.07 1.72 0.82 3.26 4.93 5.95
Oppenheimer Senior Floating Rate C 0.04 1.70 0.97 3.89 4.68 8.22
MainStay Floating Rate A Load Waived 0.07 1.70 0.97 3.17 4.19 5.72
MainStay Floating Rate A 0.07 1.70 0.97 3.17 4.19 5.72
Goldman Sachs High Yield Fl Rate IR 0.00 1.68 0.89 3.32 4.51 ---
Fidelity Advisor® Floating Rate Hi Inc A -0.05 1.68 0.88 3.17 3.93 5.07
Fidelity Advisor® Floating Rate Hi A LW -0.05 1.68 0.88 3.17 3.93 5.07
RidgeWorth Seix Floating RT High Inc C -0.07 1.67 0.79 3.24 4.24 5.85
Oppenheimer Senior Floating Rate R -0.12 1.67 0.89 4.39 --- ---
JPMorgan Floating Rate Income A LW -0.20 1.67 0.80 3.97 5.01 ---
JPMorgan Floating Rate Income A -0.20 1.67 0.80 3.97 5.01 ---
Eaton Vance Floating-Rate Advantage B 0.06 1.66 1.09 3.57 5.24 8.63
BlackRock Floating Rate Income Inv C 0.00 1.65 1.00 3.38 4.13 ---
PL Floating Rate Income C 0.00 1.63 0.94 3.32 --- ---
Hartford Floating Rate C 0.02 1.62 0.95 3.11 4.29 6.65
First Trust Short Duration High Inc C -0.48 1.62 0.54 3.61 --- ---
Credit Suisse Floating Rate Hi Inc B 0.10 1.62 0.74 3.25 4.39 8.86
Voya Floating Rate A Load Waived 0.09 1.61 0.90 3.25 5.01 ---
Voya Floating Rate A 0.09 1.61 0.90 3.25 5.01 ---
Credit Suisse Floating Rate Hi Inc C 0.10 1.61 0.74 3.25 4.39 8.86
Dunham Floating Rate Bond N -0.10 1.60 0.79 --- --- ---
Invesco Floating Rate R6 -0.25 1.59 0.49 4.07 --- ---
Franklin Floating Rate Daily Access A LW 0.08 1.59 1.01 3.34 4.13 5.72
Franklin Floating Rate Daily Access A 0.08 1.59 1.01 3.34 4.13 5.72
RS Floating Rate C -0.13 1.58 0.69 3.36 4.24 ---
JHancock Floating Rate Income C -0.05 1.58 0.69 3.26 4.24 6.14
Eaton Vance Floating-Rate Advantage C 0.14 1.57 1.05 3.41 5.09 8.47
Nuveen Symphony Floating Rate Income C -0.48 1.56 0.44 4.24 6.13 ---
Neuberger Berman Floating Rate Inc Inst -0.08 1.56 0.82 3.12 4.86 ---
Transamerica Floating Rate C 0.02 1.55 0.79 --- --- ---
Putnam Floating Rate Income Y -0.33 1.55 0.64 4.18 5.36 6.87
Virtus Senior Floating Rate C -0.07 1.54 0.73 3.19 4.02 5.80
Putnam Floating Rate Income A LW -0.22 1.54 0.71 4.04 5.15 6.61
Putnam Floating Rate Income A -0.22 1.54 0.71 4.04 5.15 6.61
PIMCO Senior Floating Rate Instl -0.29 1.54 0.68 3.44 4.53 ---
Goldman Sachs High Yield Fl Rate A LW -0.02 1.53 0.83 3.07 4.19 ---
Goldman Sachs High Yield Fl Rate A -0.02 1.53 0.83 3.07 4.19 ---
JHancock Floating Rate Income B -0.06 1.52 0.67 3.27 4.19 6.10
BlackRock Floating Rate Income Inv C1 -0.38 1.50 0.76 3.68 4.30 ---
PIMCO Senior Floating Rate P -0.29 1.49 0.66 3.33 4.43 ---
DoubleLine Floating Rate I 0.10 1.49 0.85 2.89 --- ---
Hartford Floating Rate B -0.09 1.48 0.83 2.96 4.22 6.59
Fidelity Advisor® Floating Rate Hi Inc B 0.01 1.48 0.75 2.64 3.39 4.53
Voya Floating Rate R 0.17 1.47 0.83 2.99 4.71 ---
DoubleLine Floating Rate N 0.10 1.46 0.91 2.64 --- ---
Putnam Floating Rate Income B -0.33 1.44 0.67 3.72 4.91 6.33
Eaton Vance Floating Rate I 0.09 1.44 0.91 3.23 4.66 7.03
Pioneer Floating Rate C 0.06 1.43 0.78 2.60 3.65 5.45
Dreyfus Floating Rate Income C -0.09 1.43 0.70 --- --- ---
Eaton Vance Floating-Rate & Hi Inc B -0.09 1.42 0.82 2.99 4.22 6.83
Putnam Floating Rate Income M -0.33 1.40 0.59 3.87 5.06 6.54
Eaton Vance Floating Rate Adv 0.17 1.40 0.96 2.97 4.40 6.77
Dunham Floating Rate Bond A Load Waived -0.10 1.40 0.76 --- --- ---
Dunham Floating Rate Bond A -0.10 1.40 0.76 --- --- ---
PIMCO Senior Floating Rate D -0.29 1.39 0.63 3.13 4.23 ---
PIMCO Senior Floating Rate A LW -0.29 1.39 0.63 3.13 4.23 ---
PIMCO Senior Floating Rate A -0.29 1.39 0.63 3.13 4.23 ---
Franklin Floating Rate Daily Access C 0.04 1.36 0.80 2.93 3.71 5.27
Neuberger Berman Floating Rate Inc A LW -0.11 1.35 0.73 2.74 4.47 ---
Neuberger Berman Floating Rate Inc A -0.11 1.35 0.73 2.74 4.47 ---
JPMorgan Floating Rate Income C -0.20 1.35 0.63 3.44 4.45 ---
DWS Floating Rate C -0.07 1.35 0.65 2.64 3.95 6.30
Fidelity Advisor® Floating Rate Hi Inc C -0.11 1.34 0.69 2.40 3.16 4.29
Eaton Vance Floating Rate A Load Waived 0.07 1.31 0.96 2.99 4.38 6.78
Eaton Vance Floating Rate A 0.07 1.31 0.96 2.99 4.38 6.78
Putnam Floating Rate Income R -0.33 1.30 0.67 3.67 4.85 6.35
Eaton Vance Floating-Rate & Hi Inc C -0.09 1.30 0.82 2.99 4.20 6.81
MainStay Floating Rate C 0.01 1.29 0.90 2.52 3.41 4.89
MainStay Floating Rate B 0.01 1.29 0.79 2.41 3.41 4.87
Goldman Sachs High Yield Fl Rate R -0.14 1.29 0.67 2.70 3.96 ---
Voya Floating Rate C 0.13 1.27 0.81 2.58 4.26 ---
PIMCO Senior Floating Rate R -0.29 1.27 0.58 2.87 3.97 ---
First Investors Floating Rate Instl -0.20 1.24 0.65 --- --- ---
Putnam Floating Rate Income C -0.33 1.16 0.58 3.15 4.35 5.83
First Investors Floating Rate Advisor -0.20 1.15 0.62 --- --- ---
Dunham Floating Rate Bond C -0.10 1.14 0.76 --- --- ---
Goldman Sachs High Yield Fl Rate C -0.08 1.10 0.64 2.19 3.44 ---
PIMCO Senior Floating Rate C -0.29 1.02 0.50 2.36 3.47 ---
Neuberger Berman Floating Rate Inc C -0.08 1.01 0.64 2.08 3.72 ---
First Investors Floating Rate A -0.20 1.00 0.57 --- --- ---
Eaton Vance Floating Rate C 0.11 0.96 0.77 2.21 3.62 5.99
Eaton Vance Floating Rate B 0.00 0.85 0.66 2.21 3.62 5.97
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