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Data through 2/24/2017. 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 0.43 0.87 2.22 12.25 2.87 4.06
Highland Floating Rate Opportunities Z 1.21 2.74 5.06 22.12 2.45 7.50
Highland Floating Rate Opportunities C 0.70 2.16 4.38 20.23 1.46 6.39
Highland Floating Rate Opportunities A 0.74 2.10 4.51 20.82 1.96 6.92
Hartford Floating Rate High Inc Y 0.97 1.65 3.52 18.79 3.31 5.08
Hartford Floating Rate High Inc I 0.96 1.64 3.50 18.68 3.26 5.07
Hartford Floating Rate High Inc R4 0.84 1.61 3.33 18.28 3.03 4.78
Hartford Floating Rate High Inc A 0.94 1.60 3.33 18.40 3.01 4.79
Catalyst/Princeton Floating Rt Inc I 0.82 1.58 3.73 17.34 1.73 ---
Hartford Floating Rate High Inc R3 0.81 1.56 3.25 17.93 2.73 4.48
Hartford Floating Rate High Inc R5 0.86 1.55 3.41 18.51 3.64 5.28
Catalyst/Princeton Floating Rt Inc A 0.80 1.55 3.55 17.04 1.47 ---
Oppenheimer Senior Floating Rt Pls I 0.86 1.49 3.27 18.87 3.86 ---
Hartford Floating Rate High Inc C 0.77 1.49 3.13 17.39 2.24 4.01
JHancock Floating Rate Income NAV 0.20 1.47 3.22 16.50 2.51 3.99
JHancock Floating Rate Income R6 0.19 1.46 3.21 16.50 2.49 3.93
JHancock Floating Rate Income 1 0.19 1.46 3.20 16.46 2.46 3.96
SunAmerica Senior Floating Rate C 0.57 1.43 2.67 13.20 2.76 3.91
First Trust Short Duration High Inc I 0.91 1.41 2.81 12.30 3.48 ---
Invesco Floating Rate R5 0.70 1.40 2.98 15.95 3.40 4.86
Catalyst/Princeton Floating Rt Inc C 0.74 1.39 3.48 16.10 0.71 ---
Barings Global Floating Rate Y 0.62 1.38 3.21 15.09 3.81 ---
Barings Global Floating Rate I 0.62 1.38 3.23 15.09 3.85 ---
Oppenheimer Senior Floating Rt Pls Y 0.74 1.37 3.13 18.64 3.67 ---
SunAmerica Senior Floating Rate A 0.60 1.35 2.75 13.54 3.02 4.19
Barings Global Floating Rate A 0.61 1.35 3.15 14.79 3.55 ---
Pacific Funds Floating Rate Income I 0.54 1.34 3.01 11.05 3.39 5.03
Pacific Funds Floating Rate Income Adv 0.54 1.33 3.00 11.09 3.39 ---
Oppenheimer Senior Floating Rt Pls A 0.82 1.33 3.07 18.34 3.41 ---
JHancock Floating Rate Income I 0.19 1.33 3.19 16.24 2.39 3.86
Oppenheimer Senior Floating Rt Pls C 0.75 1.31 2.97 17.40 2.59 ---
JHancock Floating Rate Income B 0.10 1.30 2.92 15.21 1.33 2.76
Hartford Floating Rate R5 0.69 1.30 2.97 15.42 3.25 4.36
JHancock Floating Rate Income A 0.04 1.28 2.99 15.88 2.03 3.49
Invesco Floating Rate C 0.63 1.28 2.81 15.00 2.62 4.06
Invesco Floating Rate Y 0.70 1.26 2.98 15.80 3.39 4.84
Hartford Floating Rate R4 0.66 1.25 3.01 15.08 2.94 4.08
Credit Suisse Floating Rate Hi Inc Instl 0.54 1.25 2.44 13.26 4.06 4.93
Barings Global Floating Rate C 0.53 1.23 2.94 13.97 2.78 ---
Invesco Floating Rate A 0.54 1.22 2.94 15.53 3.10 4.56
Pacific Funds Floating Rate Income A 0.52 1.21 2.94 10.73 3.10 4.74
Credit Suisse Floating Rate Hi Inc A 0.66 1.21 2.52 12.93 3.85 4.69
Hartford Floating Rate Y 0.70 1.19 2.99 15.35 3.31 4.42
Eaton Vance Floating-Rate & Hi Inc Inst 0.60 1.19 2.81 14.73 3.68 4.68
JHancock Floating Rate Income C 0.10 1.18 2.92 15.17 1.33 2.80
Invesco Floating Rate R 0.52 1.18 2.84 15.20 2.83 4.29
Hartford Floating Rate I 0.69 1.18 2.96 15.24 3.20 4.35
Pacific Funds Floating Rate Income C 0.46 1.16 2.76 9.93 2.34 3.97
Oppenheimer Senior Floating Rate Y 0.62 1.16 2.82 17.10 3.98 5.05
Eaton Vance Floating-Rate Advantage I 0.60 1.15 2.79 16.53 4.11 5.20
Eaton Vance Floating-Rate & Hi Inc Adv 0.58 1.15 2.75 14.31 3.42 4.42
Hartford Floating Rate C 0.60 1.14 2.70 14.12 2.20 3.31
Hartford Floating Rate B 0.60 1.14 2.70 14.23 2.16 3.27
Hartford Floating Rate A 0.66 1.14 2.89 14.94 2.92 4.07
Eaton Vance Floating Rate I 0.57 1.14 2.61 14.31 3.46 4.25
Oppenheimer Senior Floating Rate A 0.60 1.12 2.75 16.93 3.73 4.78
Eaton Vance Floating-Rate & Hi Inc A 0.56 1.12 2.75 14.44 3.44 4.43
Eaton Vance Floating-Rate Advantage Adv 0.57 1.11 2.72 16.24 3.85 4.94
Eaton Vance Floating-Rate Advantage A 0.57 1.11 2.72 16.24 3.85 4.94
RidgeWorth Seix Floating Rate Hi Inc I 0.48 1.10 2.30 14.45 3.55 4.58
Hartford Floating Rate R3 0.52 1.10 2.82 14.62 2.68 3.79
Credit Suisse Floating Rate Hi Inc C 0.45 1.09 2.31 12.06 3.03 3.89
Credit Suisse Floating Rate Hi Inc B 0.45 1.09 2.31 12.05 3.08 3.96
Loomis Sayles Sr Floating Rate and F/I Y 0.65 1.05 2.37 16.00 4.04 5.62
Eaton Vance Floating-Rate Advantage B 0.54 1.05 2.53 15.83 3.47 4.56
Virtus Senior Floating Rate R6 0.56 1.04 2.56 --- --- ---
Oppenheimer Senior Floating Rate B 0.55 1.04 2.62 16.19 3.21 4.19
Virtus Senior Floating Rate I 0.55 1.03 2.51 11.12 3.05 4.29
Eaton Vance Floating-Rate Advantage C 0.52 1.03 2.59 15.69 3.33 4.42
Eaton Vance Floating-Rate & Hi Inc C 0.62 1.03 2.55 13.61 2.68 3.64
Eaton Vance Floating-Rate & Hi Inc B 0.51 1.03 2.55 13.48 2.65 3.63
Loomis Sayles Sr Floating Rate and F/I A 0.51 1.02 2.19 15.71 3.77 5.37
First Trust Short Duration High Inc A 0.60 1.02 2.36 11.60 3.09 ---
Oppenheimer Senior Floating Rate C 0.53 1.00 2.55 16.05 2.96 4.09
RidgeWorth Seix Floating Rate Hi Inc IS 0.49 0.99 2.32 14.58 --- ---
Eaton Vance Floating Rate Adv 0.44 0.99 2.54 13.90 3.20 3.99
Eaton Vance Floating Rate B 0.48 0.98 2.35 13.20 2.42 3.21
First Trust Short Duration High Inc C 0.60 0.97 2.23 10.86 2.35 ---
Eaton Vance Floating Rate A 0.54 0.97 2.60 13.94 3.18 3.98
Lord Abbett Floating Rate F 0.47 0.96 2.41 12.32 3.81 5.00
Columbia Floating Rate I 0.47 0.96 2.18 12.74 3.69 4.91
American Beacon Sound Point FlRtIn Instl 0.49 0.96 2.11 9.31 5.68 ---
Nuveen Symphony Floating Rate Income I 0.75 0.95 2.80 14.13 3.28 5.34
Lord Abbett Floating Rate A 0.46 0.95 2.38 12.21 3.71 4.89
Invesco Floating Rate R6 0.69 0.95 3.02 15.83 3.40 ---
Fidelity® Series Floating Rate Hi Inc F 0.38 0.95 2.26 14.25 2.94 4.85
Columbia Floating Rate Z 0.47 0.95 2.16 12.65 3.58 4.79
Columbia Floating Rate R5 0.47 0.95 2.16 12.65 3.64 4.88
Columbia Floating Rate R4 0.47 0.95 2.16 12.65 3.58 ---
Oppenheimer Senior Floating Rate R 0.70 0.94 2.70 16.73 3.47 ---
Fidelity® Series Floating Rate Hi Inc 0.37 0.94 2.23 14.13 2.83 4.74
RidgeWorth Seix Floating Rate Hi Inc A 0.45 0.93 2.21 14.10 3.28 4.28
American Beacon Sound Point FlRtIn Y 0.47 0.93 2.07 9.16 --- ---
American Beacon Sound Point FlRtIn Inv 0.47 0.93 2.05 8.95 --- ---
Transamerica Floating Rate A 0.44 0.92 2.01 9.50 3.65 ---
Eaton Vance Floating-Rate & Hi Inc R6 0.57 0.92 2.79 --- --- ---
American Beacon Sound Point FlRtIn SP 0.47 0.92 2.04 9.02 --- ---
MainStay Floating Rate I 0.47 0.91 2.16 10.76 3.06 3.85
Loomis Sayles Sr Floating Rate and F/I C 0.50 0.91 2.05 14.85 2.99 4.57
Columbia Floating Rate W 0.45 0.91 2.08 12.28 3.35 4.55
Columbia Floating Rate K 0.45 0.91 2.10 12.39 3.38 4.62
Nuveen Symphony Floating Rate Income R6 0.75 0.90 2.80 14.25 --- ---
Federated Floating Rate Strat Inc Instl 0.59 0.90 1.90 9.99 3.50 3.99
American Beacon Sound Point FlRtIn A 0.45 0.90 2.00 8.82 --- ---
Lord Abbett Floating Rate R2 0.42 0.89 2.28 11.76 3.30 4.48
Virtus Senior Floating Rate A 0.42 0.88 2.44 10.71 2.79 4.01
Nuveen Symphony Floating Rate Income A 0.73 0.88 2.74 13.86 3.03 5.08
Federated Floating Rate Strat Inc R6 0.60 0.88 --- --- --- ---
Dunham Floating Rate Bond N 0.37 0.88 2.07 9.29 2.62 ---
Virtus Senior Floating Rate C 0.46 0.87 2.23 9.98 2.02 3.25
Oppenheimer Senior Floating Rate I 0.62 0.87 2.85 17.26 4.05 ---
Nuveen Symphony Floating Rate Income C 0.72 0.87 2.55 13.02 2.26 4.28
MainStay Floating Rate A 0.44 0.87 2.09 10.48 2.80 3.62
Lord Abbett Floating Rate I 0.37 0.87 2.43 12.30 3.91 5.09
Eaton Vance Floating Rate C 0.36 0.87 2.35 13.06 2.43 3.21
Columbia Floating Rate R 0.42 0.87 2.02 12.07 3.07 4.27
Transamerica Floating Rate I 0.36 0.86 1.97 9.44 3.77 ---
Pioneer Floating Rate Y 0.47 0.86 1.69 8.95 3.20 4.13
MainStay Floating Rate Inv 0.44 0.86 2.08 10.47 2.82 3.61
Shenkman Floating Rate High Income Instl 0.64 0.85 2.18 11.29 --- ---
Lord Abbett Floating Rate C 0.40 0.85 2.22 11.50 3.05 4.22
Fidelity® Floating Rate High Income 0.43 0.85 2.06 12.90 2.99 3.64
Fidelity Advisor® Floating Rate Hi Inc I 0.42 0.85 2.05 12.85 2.95 3.59
Columbia Floating Rate Y 0.36 0.85 2.18 12.62 --- ---
RidgeWorth Seix Floating Rate Hi Inc C 0.40 0.84 2.06 13.44 2.63 3.65
JPMorgan Floating Rate Income R6 0.31 0.84 2.22 12.27 2.26 ---
Federated Floating Rate Strat Inc A 0.46 0.84 1.81 9.61 3.14 3.63
Prudential Floating Rate Income A 0.48 0.83 1.95 10.73 3.22 4.27
JPMorgan Floating Rate Income Select 0.29 0.82 2.20 12.16 2.18 3.84
Fidelity Advisor® Floating Rate Hi Inc T 0.50 0.80 1.97 12.61 2.61 3.25
Columbia Floating Rate A 0.45 0.80 2.09 12.36 3.32 4.53
Lord Abbett Floating Rate R3 0.33 0.79 2.31 11.89 3.41 4.59
Goldman Sachs High Yield Fl Rate Instl 0.44 0.79 1.93 10.32 2.97 3.80
Columbia Floating Rate B 0.38 0.79 1.89 11.51 2.55 3.75
Prudential Floating Rate Income Q 0.41 0.78 1.94 10.95 --- ---
JPMorgan Floating Rate Income A 0.35 0.78 2.12 12.00 1.94 3.60
BlackRock Floating Rate Income Inv A 0.35 0.78 2.06 9.83 3.19 4.15
American Beacon Sound Point FlRtIn C 0.38 0.78 1.80 8.04 --- ---
T. Rowe Price Instl Floating Rate 0.40 0.77 1.94 9.85 3.75 4.53
Prudential Floating Rate Income Z 0.41 0.77 1.93 10.81 3.46 4.49
Goldman Sachs High Yield Fl Rate IR 0.43 0.77 1.80 10.10 2.85 3.71
Eaton Vance Floating Rate R6 0.44 0.77 --- --- --- ---
Dreyfus Floating Rate Income Y 0.36 0.77 1.78 10.95 2.84 ---
Dunham Floating Rate Bond A 0.35 0.76 1.99 9.01 2.33 ---
Goldman Sachs High Yield Fl Rate A 0.41 0.73 1.74 9.95 2.62 3.45
Dunham Floating Rate Bond C 0.32 0.73 1.83 8.57 1.86 ---
BlackRock Floating Rate Income Instl 0.38 0.73 2.14 10.06 3.51 4.47
Pioneer Floating Rate K 0.48 0.72 1.70 8.96 3.21 ---
Transamerica Floating Rate C 0.28 0.71 1.80 8.66 2.88 ---
T. Rowe Price Floating Rate 0.37 0.71 1.87 9.43 3.40 3.99
Prudential Floating Rate Income C 0.41 0.71 1.66 9.91 2.42 3.44
MainStay Floating Rate R3 0.41 0.71 2.00 --- --- ---
Fidelity Advisor® Floating Rate Hi Inc A 0.40 0.71 1.99 12.58 2.67 3.34
JPMorgan Floating Rate Income C 0.27 0.70 2.06 11.42 1.40 3.07
Goldman Sachs High Yield Fl Rate R 0.28 0.70 1.67 9.56 2.34 3.20
Fidelity Advisor® Floating Rate Hi Inc C 0.33 0.70 1.80 11.73 1.94 2.57
Victory Floating Rate Y 0.29 0.69 2.01 16.00 2.74 4.21
Dreyfus Floating Rate Income I 0.35 0.69 1.77 10.89 2.81 ---
T. Rowe Price Floating Rate Adv 0.35 0.68 1.81 9.33 3.32 3.90
Guggenheim Floating Rate Strats Instl 0.38 0.68 1.66 9.71 3.75 5.39
Columbia Floating Rate C 0.27 0.68 1.89 11.39 2.52 3.75
Pioneer Floating Rate A 0.45 0.67 1.62 8.61 2.79 3.74
BlackRock Floating Rate Income Inv C 0.28 0.67 1.87 9.05 2.44 3.39
Victory Floating Rate A 0.27 0.66 1.96 15.77 2.47 3.96
Dreyfus Floating Rate Income A 0.33 0.66 1.69 10.52 2.55 ---
T. Rowe Price Instl Floating Rate F 0.39 0.65 1.89 9.71 3.58 4.42
Federated Floating Rate Strat Inc C 0.41 0.65 1.64 8.91 2.48 ---
Guggenheim Floating Rate Strats P 0.36 0.64 1.60 9.80 --- ---
MainStay Floating Rate C 0.36 0.63 1.88 9.52 2.05 2.81
MainStay Floating Rate B 0.36 0.63 1.77 9.52 2.01 2.81
Lord Abbett Floating Rate R6 0.40 0.62 2.39 12.46 --- ---
Goldman Sachs High Yield Fl Rate C 0.34 0.62 1.54 9.12 1.86 2.68
Ziegler Floating Rate Institutional 0.49 0.60 1.69 --- --- ---
Putnam Floating Rate Income Y 0.26 0.60 1.56 11.11 2.86 4.30
Guggenheim Floating Rate Strats A 0.32 0.60 1.55 9.42 3.49 5.14
Dreyfus Floating Rate Income C 0.27 0.60 1.51 9.77 1.79 ---
Ziegler Floating Rate A 0.46 0.58 1.63 --- --- ---
Neuberger Berman Floating Rate Inc Inst 0.34 0.58 1.63 10.46 2.81 3.88
PENN Capital Senior Fltng Rt Inc Instl 0.27 0.57 1.81 7.72 --- ---
Putnam Floating Rate Income A 0.24 0.56 1.38 10.85 2.59 4.04
Putnam Floating Rate Income M 0.23 0.55 1.49 10.79 2.54 3.99
Pioneer Floating Rate C 0.23 0.55 1.41 7.80 2.05 2.95
Metropolitan West Floating Rate Inc I 0.25 0.55 1.51 7.90 3.19 ---
Franklin Floating Rate Daily Access Adv 0.29 0.55 1.66 14.51 3.42 4.23
BlackRock Floating Rate Income K 0.36 0.55 2.15 --- --- ---
Victory Floating Rate C 0.20 0.54 1.75 14.83 1.69 3.16
Voya Floating Rate P 0.31 0.53 1.75 10.30 3.85 ---
Voya Floating Rate I 0.25 0.53 1.58 9.57 3.20 4.34
Putnam Floating Rate Income R 0.33 0.52 1.43 10.57 2.33 3.78
Neuberger Berman Floating Rate Inc A 0.31 0.52 1.53 10.05 2.43 3.50
Metropolitan West Floating Rate Inc M 0.33 0.52 1.46 7.68 3.02 ---
Lord Abbett Floating Rate R5 0.29 0.51 2.38 12.40 --- ---
Franklin Floating Rate Daily Access A 0.27 0.51 1.71 14.37 3.16 3.97
DoubleLine Floating Rate I 0.29 0.50 1.58 7.06 2.79 ---
Voya Floating Rate A 0.23 0.49 1.51 9.28 2.90 4.08
Payden Floating Rate SI 0.19 0.49 1.37 8.82 3.49 ---
Guggenheim Floating Rate Strats C 0.26 0.49 1.36 8.59 2.72 4.36
Ziegler Floating Rate C 0.44 0.48 1.46 --- --- ---
Lord Abbett Floating Rate R4 0.37 0.48 2.31 12.11 --- ---
BlackRock Floating Rate Income Inv C1 0.29 0.48 1.95 9.34 2.70 3.68
Victory Floating Rate R 0.23 0.47 1.83 15.03 1.93 3.43
Payden Floating Rate Investor 0.17 0.47 1.33 8.71 3.35 ---
GuideStone Funds Flexible Income Inv 0.25 0.46 1.57 8.25 1.65 ---
Franklin Floating Rate Daily Access C 0.24 0.45 1.49 13.77 2.75 3.55
Voya Floating Rate W 0.25 0.43 1.58 9.55 3.15 4.33
T. Rowe Price Floating Rate I 0.33 0.43 --- --- --- ---
First Investors Floating Rate Instl 0.11 0.43 1.35 7.80 2.26 ---
Putnam Floating Rate Income B 0.21 0.41 1.33 10.49 2.34 3.81
PIMCO Senior Floating Rate Instl 0.40 0.40 1.67 9.81 2.89 3.84
Neuberger Berman Floating Rate Inc C 0.24 0.40 1.33 9.22 1.67 2.73
PIMCO Senior Floating Rate P 0.39 0.39 1.65 9.70 2.78 3.73
Voya Floating Rate C 0.17 0.38 1.32 8.47 2.13 3.30
PIMCO Senior Floating Rate D 0.37 0.37 1.60 9.48 2.58 3.53
PIMCO Senior Floating Rate A 0.37 0.37 1.60 9.48 2.58 3.53
First Investors Floating Rate A 0.08 0.37 1.25 7.27 1.81 ---
DoubleLine Floating Rate N 0.17 0.37 1.41 6.78 2.53 ---
Payden Floating Rate Adviser 0.16 0.36 1.29 8.32 3.12 ---
Voya Floating Rate R 0.11 0.35 1.45 8.91 2.61 3.78
Deutsche Floating Rate R6 0.05 0.35 1.48 8.25 --- ---
Deutsche Floating Rate Institutional 0.05 0.34 1.47 8.24 0.57 2.70
Deutsche Floating Rate S 0.04 0.33 1.45 8.13 0.46 2.57
Putnam Floating Rate Income C 0.16 0.32 1.18 10.02 1.77 3.23
PIMCO Senior Floating Rate C 0.31 0.31 1.41 8.67 1.82 2.76
First Investors Floating Rate Advisor -0.01 0.30 1.19 7.48 1.99 ---
Deutsche Floating Rate A 0.03 0.30 1.41 7.97 0.35 2.43
Leader Floating Rate Institutional -0.01 0.19 --- --- --- ---
Deutsche Floating Rate C -0.02 0.18 1.22 7.15 -0.46 1.65
Leader Floating Rate Investor -0.04 0.16 --- --- --- ---
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