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Data through 3/27/2017. 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 -0.15 0.78 0.88 8.96 2.73 3.91
Highland Floating Rate Opportunities Z -0.63 2.10 2.43 17.41 2.13 6.90
Highland Floating Rate Opportunities C -0.56 2.04 2.35 16.42 1.28 6.03
Highland Floating Rate Opportunities A -0.52 2.01 2.34 17.00 1.78 6.56
Catalyst/Princeton Floating Rt Inc I 0.00 1.61 1.51 13.74 1.62 ---
Catalyst/Princeton Floating Rt Inc A 0.00 1.57 1.44 13.45 1.36 ---
Hartford Floating Rate High Inc Y -0.11 1.55 1.60 13.94 3.10 4.88
Hartford Floating Rate High Inc I -0.12 1.53 1.59 13.85 3.05 4.86
Hartford Floating Rate High Inc R4 -0.23 1.48 1.53 13.59 2.82 4.58
Hartford Floating Rate High Inc A -0.13 1.48 1.53 13.58 2.80 4.58
Hartford Floating Rate High Inc R5 -0.21 1.45 1.60 13.81 3.43 5.08
American Beacon Sound Point FlRtIn SP 0.47 1.44 1.51 7.77 --- ---
Hartford Floating Rate High Inc R3 -0.26 1.41 1.45 13.26 2.53 4.27
Eaton Vance Floating-Rate Advantage I 0.24 1.40 1.45 12.27 4.12 5.06
Catalyst/Princeton Floating Rt Inc C 0.00 1.35 1.27 12.67 0.60 ---
Eaton Vance Floating-Rate Advantage Adv 0.22 1.34 1.39 12.00 3.87 4.80
Eaton Vance Floating-Rate Advantage A 0.22 1.34 1.39 12.00 3.87 4.80
Eaton Vance Floating-Rate & Hi Inc Adv 0.06 1.33 1.37 10.66 3.41 4.30
Eaton Vance Floating Rate I 0.17 1.32 1.36 10.83 3.49 4.14
Hartford Floating Rate High Inc C -0.29 1.30 1.34 12.75 2.03 3.80
American Beacon Sound Point FlRtIn Instl 0.28 1.29 1.37 7.82 5.46 ---
AIG Senior Floating Rate A -0.07 1.29 1.31 9.95 2.90 4.03
Eaton Vance Floating-Rate & Hi Inc Inst 0.08 1.28 1.32 10.94 3.63 4.56
Credit Suisse Floating Rate Hi Inc Instl -0.13 1.28 1.33 10.05 3.95 4.77
Eaton Vance Floating-Rate Advantage B 0.10 1.26 1.30 11.61 3.48 4.44
Eaton Vance Floating Rate Adv 0.26 1.26 1.30 10.56 3.23 3.90
American Beacon Sound Point FlRtIn Y 0.28 1.26 1.33 7.69 --- ---
Oppenheimer Senior Floating Rt Pls I -0.25 1.25 1.31 14.74 3.65 ---
Eaton Vance Floating Rate A 0.26 1.24 1.39 10.57 3.25 3.90
American Beacon Sound Point FlRtIn Inv 0.26 1.24 1.31 7.48 --- ---
Oppenheimer Senior Floating Rt Pls Y -0.26 1.23 1.29 14.50 3.50 ---
Pacific Funds Floating Rate Income I -0.21 1.22 1.32 8.60 3.30 4.82
Eaton Vance Floating-Rate Advantage C 0.18 1.22 1.27 11.46 3.35 4.28
AIG Senior Floating Rate C -0.21 1.22 1.24 9.63 2.59 3.69
Pacific Funds Floating Rate Income Adv -0.12 1.21 1.40 8.64 3.26 ---
Invesco Floating Rate R5 -0.21 1.20 1.25 11.48 3.20 4.67
Eaton Vance Floating-Rate & Hi Inc A 0.07 1.20 1.34 10.62 3.40 4.30
American Beacon Sound Point FlRtIn A 0.25 1.20 1.27 7.35 --- ---
Oppenheimer Senior Floating Rt Pls A -0.17 1.17 1.33 14.35 3.24 ---
Loomis Sayles Sr Floating Rate and F/I A 0.06 1.17 1.28 12.03 3.62 5.10
Eaton Vance Floating-Rate & Hi Inc B 0.00 1.16 1.19 9.85 2.65 3.54
Oppenheimer Senior Floating Rate Y -0.15 1.14 1.19 13.42 3.84 4.85
Loomis Sayles Sr Floating Rate and F/I Y 0.08 1.13 1.33 12.32 3.88 5.35
Hartford Floating Rate R5 -0.30 1.13 1.17 11.23 3.07 4.15
Barings Global Floating Rate Y -0.26 1.12 1.16 11.89 3.63 ---
Barings Global Floating Rate I -0.27 1.11 1.16 11.89 3.67 ---
Eaton Vance Floating-Rate & Hi Inc R6 0.06 1.09 1.47 --- --- ---
Oppenheimer Senior Floating Rate A -0.05 1.08 1.13 13.12 3.59 4.59
Eaton Vance Floating Rate C 0.20 1.08 1.11 9.74 2.46 3.13
Eaton Vance Floating Rate B 0.09 1.08 1.11 9.62 2.46 3.10
Pacific Funds Floating Rate Income A -0.24 1.07 1.24 8.29 3.01 4.54
Credit Suisse Floating Rate Hi Inc A -0.14 1.07 1.26 9.75 3.69 4.50
Barings Global Floating Rate A -0.28 1.07 1.11 11.61 3.35 ---
Invesco Floating Rate Y -0.21 1.06 1.12 11.50 3.19 4.63
Eaton Vance Floating Rate R6 0.17 1.06 1.43 --- --- ---
Hartford Floating Rate R4 -0.21 1.05 1.10 11.04 2.80 3.86
Eaton Vance Floating-Rate & Hi Inc C 0.00 1.04 1.19 9.86 2.64 3.53
Credit Suisse Floating Rate Hi Inc C -0.06 1.04 1.08 9.08 2.97 3.76
Credit Suisse Floating Rate Hi Inc B -0.20 1.04 1.08 9.07 3.03 3.80
Invesco Floating Rate C -0.27 1.02 1.09 10.72 2.43 3.85
Hartford Floating Rate Y -0.29 1.02 1.18 11.30 3.12 4.21
American Beacon Sound Point FlRtIn C 0.20 1.02 1.08 6.57 --- ---
Pioneer Floating Rate Y 0.12 1.01 1.05 6.84 3.14 4.02
Hartford Floating Rate I -0.30 1.01 1.05 11.20 3.05 4.16
RidgeWorth Seix Floating Rate Hi Inc IS -0.12 1.00 1.33 10.39 --- ---
Loomis Sayles Sr Floating Rate and F/I C -0.01 1.00 1.10 11.17 2.86 4.30
Invesco Floating Rate A -0.23 1.00 1.08 11.24 2.95 4.37
Fidelity® Series Floating Rate Hi Inc F -0.09 1.00 1.08 10.92 2.80 4.68
Ziegler Floating Rate Institutional 0.33 0.98 1.05 --- --- ---
RidgeWorth Seix Floating Rate Hi Inc I -0.13 0.98 1.19 10.15 3.42 4.42
Oppenheimer Senior Floating Rt Pls C -0.34 0.98 1.02 13.33 2.39 ---
MainStay Floating Rate I 0.06 0.98 1.02 7.76 3.01 3.78
Prudential Floating Rate Income A 0.13 0.97 1.01 7.96 3.16 4.13
Pacific Funds Floating Rate Income C -0.29 0.97 1.07 7.51 2.25 3.78
Fidelity® Series Floating Rate Hi Inc -0.10 0.97 1.06 10.80 2.69 4.56
Oppenheimer Senior Floating Rate B -0.21 0.96 1.01 12.56 3.07 4.02
Prudential Floating Rate Income Q 0.05 0.95 1.09 8.18 --- ---
JHancock Floating Rate Income NAV -0.55 0.95 1.00 12.25 2.24 3.75
Invesco Floating Rate R -0.25 0.95 1.00 10.77 2.64 4.08
Ziegler Floating Rate A 0.31 0.94 0.99 --- --- ---
JHancock Floating Rate Income R6 -0.55 0.94 1.00 12.24 2.22 3.69
Hartford Floating Rate A -0.32 0.94 1.10 10.91 2.78 3.86
Transamerica Floating Rate A -0.03 0.93 1.01 7.03 3.55 ---
Prudential Floating Rate Income Z 0.05 0.93 0.98 8.16 3.40 4.36
JHancock Floating Rate Income 1 -0.56 0.93 0.99 12.06 2.19 3.70
MainStay Floating Rate A 0.04 0.92 0.96 7.49 2.76 3.52
First Trust Short Duration High Inc I -0.60 0.92 1.05 7.87 3.21 ---
MainStay Floating Rate Inv 0.04 0.91 0.94 7.48 2.77 3.51
Oppenheimer Senior Floating Rate C -0.11 0.90 1.07 12.27 2.82 3.89
Hartford Floating Rate C -0.37 0.89 0.92 10.12 2.02 3.10
Transamerica Floating Rate I -0.01 0.88 0.97 7.19 3.68 ---
Hartford Floating Rate R3 -0.34 0.88 0.92 10.61 2.50 3.60
Hartford Floating Rate B -0.26 0.88 0.91 10.22 1.99 3.06
Barings Global Floating Rate C -0.34 0.88 0.91 10.81 2.60 ---
Pioneer Floating Rate K 0.12 0.87 1.05 6.84 3.14 ---
Oppenheimer Senior Floating Rate R -0.09 0.85 1.26 12.92 3.37 ---
JHancock Floating Rate Income A -0.58 0.85 0.90 11.77 1.80 3.28
Oppenheimer Senior Floating Rate I -0.05 0.82 1.28 13.58 3.91 ---
JHancock Floating Rate Income I -0.56 0.80 0.86 11.99 2.12 3.62
Prudential Floating Rate Income C 0.07 0.79 0.83 7.17 2.36 3.34
Pioneer Floating Rate A 0.09 0.79 0.97 6.50 2.78 3.62
RidgeWorth Seix Floating Rate Hi Inc A -0.16 0.78 1.09 9.81 3.15 4.15
Invesco Floating Rate R6 -0.18 0.77 1.19 11.53 3.25 ---
Fidelity® Floating Rate High Income -0.13 0.76 0.83 9.33 2.87 3.54
Ziegler Floating Rate C 0.26 0.74 0.78 --- --- ---
Fidelity Advisor® Floating Rate Hi Inc I -0.13 0.74 0.81 9.27 2.82 3.49
MainStay Floating Rate R3 0.02 0.73 0.87 7.12 --- ---
Columbia Floating Rate R5 -0.25 0.73 0.77 9.20 3.49 4.66
GuideStone Funds Flexible Income Inv 0.16 0.72 0.72 6.07 1.63 ---
Franklin Floating Rate Daily Access Adv 0.15 0.72 0.75 11.23 3.41 4.08
Columbia Floating Rate Z -0.26 0.72 0.77 9.06 3.43 4.55
Columbia Floating Rate R4 -0.26 0.72 0.76 9.18 3.43 ---
Lord Abbett Floating Rate I -0.29 0.70 0.75 9.13 3.75 4.88
Goldman Sachs High Yield Fl Rate Instl -0.09 0.70 0.75 7.13 2.87 3.69
Nuveen Symphony Floating Rate Income I -0.41 0.69 1.15 9.80 3.14 5.11
Federated Floating Rate Strat Inc A -0.28 0.69 0.63 6.96 3.02 3.49
JHancock Floating Rate Income B -0.64 0.68 0.73 10.85 1.07 2.53
Goldman Sachs High Yield Fl Rate IR -0.20 0.68 0.72 6.92 2.74 3.60
Fidelity Advisor® Floating Rate Hi Inc M -0.15 0.68 0.74 9.05 2.52 3.15
BlackRock Floating Rate Income Inv A -0.20 0.68 0.72 7.26 3.08 4.00
Lord Abbett Floating Rate F -0.30 0.67 0.72 9.03 3.62 4.77
Federated Floating Rate Strat Inc R6 -0.34 0.67 0.60 --- --- ---
Federated Floating Rate Strat Inc Instl -0.36 0.67 0.61 7.23 3.35 3.83
Columbia Floating Rate K -0.27 0.67 0.71 8.82 3.23 4.38
Shenkman Floating Rate High Income Instl -0.19 0.66 0.72 8.11 --- ---
Columbia Floating Rate A -0.17 0.66 0.70 8.89 3.17 4.31
BlackRock Floating Rate Income Instl -0.18 0.66 0.80 7.60 3.40 4.32
Virtus Senior Floating Rate R6 -0.40 0.65 0.73 --- --- ---
Transamerica Floating Rate C -0.08 0.65 0.71 6.19 2.79 ---
RidgeWorth Seix Floating Rate Hi Inc C -0.20 0.65 0.93 9.17 2.51 3.49
Lord Abbett Floating Rate A -0.30 0.65 0.70 8.92 3.52 4.69
Guggenheim Floating Rate Strats Instl -0.07 0.65 0.71 7.25 3.61 5.21
Dunham Floating Rate Bond N -0.33 0.65 0.68 6.59 2.48 ---
Columbia Floating Rate T -0.28 0.65 0.69 8.83 3.16 4.31
Virtus Senior Floating Rate I -0.40 0.64 0.71 7.79 2.83 4.06
Nuveen Symphony Floating Rate Income R6 -0.41 0.64 1.16 9.86 --- ---
Dreyfus Floating Rate Income Y -0.13 0.64 0.72 7.49 2.73 ---
T. Rowe Price Floating Rate -0.10 0.63 0.69 6.71 3.29 3.88
Metropolitan West Floating Rate Inc I -0.03 0.63 0.66 6.40 3.10 ---
Columbia Floating Rate Y -0.25 0.63 0.68 9.16 --- ---
T. Rowe Price Instl Floating Rate -0.17 0.62 0.68 6.93 3.61 4.37
MainStay Floating Rate C -0.02 0.62 0.76 6.68 2.00 2.74
MainStay Floating Rate B -0.12 0.62 0.65 6.56 2.00 2.72
JPMorgan Floating Rate Income R6 -0.21 0.62 0.71 8.28 2.08 ---
Goldman Sachs High Yield Fl Rate A -0.12 0.62 0.66 6.77 2.52 3.34
Voya Floating Rate P 0.04 0.61 0.77 7.37 3.75 ---
Pioneer Floating Rate C 0.03 0.61 0.63 5.70 1.99 2.83
JPMorgan Floating Rate Income Select -0.21 0.61 0.69 8.17 2.00 3.68
Nuveen Symphony Floating Rate Income A -0.43 0.60 1.09 9.54 2.87 4.85
Columbia Floating Rate R -0.29 0.60 0.64 8.50 2.88 4.06
T. Rowe Price Instl Floating Rate F -0.07 0.59 0.65 6.89 3.47 4.26
Lord Abbett Floating Rate R3 -0.33 0.59 0.63 8.60 3.25 4.39
Guggenheim Floating Rate Strats P -0.09 0.59 0.65 7.33 --- ---
Guggenheim Floating Rate Strats A -0.09 0.59 0.65 7.00 3.36 4.97
Virtus Senior Floating Rate A -0.42 0.58 0.65 7.63 2.61 3.82
Metropolitan West Floating Rate Inc M 0.05 0.58 0.71 6.18 2.93 ---
Fidelity Advisor® Floating Rate Hi Inc A -0.15 0.58 0.75 9.01 2.58 3.24
JHancock Floating Rate Income C -0.64 0.57 0.61 10.83 1.07 2.54
Goldman Sachs High Yield Fl Rate R -0.24 0.57 0.60 6.40 2.24 3.09
Voya Floating Rate I 0.00 0.56 0.61 6.77 3.10 4.18
Lord Abbett Floating Rate R2 -0.33 0.56 0.60 8.49 3.11 4.26
Franklin Floating Rate Daily Access A 0.01 0.55 0.58 10.82 3.11 3.80
Dreyfus Floating Rate Income I -0.21 0.55 0.64 7.44 2.71 ---
Putnam Floating Rate Income Y -0.08 0.53 0.68 7.47 2.80 4.09
First Trust Short Duration High Inc A -0.62 0.51 0.61 7.20 2.82 ---
Fidelity Advisor® Floating Rate Hi Inc C -0.21 0.51 0.56 8.20 1.81 2.47
Dunham Floating Rate Bond A -0.35 0.51 0.61 6.32 2.19 ---
BlackRock Floating Rate Income Inv C -0.16 0.51 0.55 6.50 2.34 3.26
Voya Floating Rate A -0.02 0.50 0.54 6.50 2.83 3.92
Lord Abbett Floating Rate C -0.35 0.50 0.54 8.24 2.90 4.02
Dreyfus Floating Rate Income A -0.24 0.50 0.59 7.17 2.44 ---
Victory Floating Rate A -0.31 0.49 0.54 10.41 2.33 3.74
First Investors Floating Rate Instl 0.04 0.49 0.58 5.51 2.22 ---
T. Rowe Price Floating Rate Adv -0.22 0.48 0.54 6.50 3.18 3.75
Nuveen Symphony Floating Rate Income C -0.49 0.48 0.91 8.68 2.10 4.06
DoubleLine Floating Rate I -0.02 0.48 0.45 5.00 2.72 ---
Columbia Floating Rate C -0.22 0.48 0.52 8.08 2.40 3.54
Columbia Floating Rate B -0.33 0.48 0.52 7.95 2.40 3.53
Putnam Floating Rate Income A -0.10 0.47 0.50 7.21 2.54 3.83
BlackRock Floating Rate Income K -0.09 0.47 0.82 --- --- ---
Voya Floating Rate W 0.00 0.46 0.61 6.76 3.09 4.17
Payden Floating Rate SI 0.00 0.46 0.42 6.15 3.33 ---
JPMorgan Floating Rate Income A -0.32 0.46 0.63 7.81 1.73 3.41
Putnam Floating Rate Income M -0.10 0.45 0.61 7.29 2.49 3.78
Neuberger Berman Floating Rate Inc Inst -0.14 0.45 0.47 6.93 2.72 3.66
Leader Floating Rate Institutional 0.26 0.45 --- --- --- ---
Franklin Floating Rate Daily Access C -0.02 0.45 0.48 10.38 2.70 3.39
Voya Floating Rate R -0.04 0.44 0.48 6.24 2.58 3.66
Goldman Sachs High Yield Fl Rate C -0.28 0.44 0.48 5.86 1.75 2.57
First Investors Floating Rate Advisor 0.03 0.44 0.54 5.30 1.99 ---
Federated Floating Rate Strat Inc C -0.33 0.44 0.47 6.28 2.37 ---
Victory Floating Rate Y -0.29 0.43 0.49 10.53 2.53 3.97
Payden Floating Rate Investor -0.10 0.43 0.38 6.03 3.18 ---
Putnam Floating Rate Income B -0.12 0.42 0.57 7.12 2.33 3.62
Guggenheim Floating Rate Strats C -0.15 0.42 0.46 6.20 2.59 4.19
Dunham Floating Rate Bond C -0.41 0.42 0.43 5.75 1.72 ---
Putnam Floating Rate Income R -0.12 0.41 0.56 7.07 2.28 3.57
PIMCO Senior Floating Rate Instl 0.02 0.41 0.75 6.83 2.83 3.76
PENN Capital Senior Fltng Rt Inc Instl -0.25 0.41 0.41 5.82 --- ---
Virtus Senior Floating Rate C -0.48 0.40 0.46 6.70 1.81 3.02
PIMCO Senior Floating Rate P 0.01 0.40 0.73 6.72 2.72 3.66
First Trust Short Duration High Inc C -0.68 0.40 0.48 6.43 2.08 ---
First Investors Floating Rate A 0.02 0.40 0.49 5.11 1.78 ---
Dreyfus Floating Rate Income C -0.21 0.39 0.39 6.34 1.66 ---
JPMorgan Floating Rate Income C -0.32 0.38 0.51 7.28 1.21 2.89
PIMCO Senior Floating Rate D -0.01 0.37 0.68 6.51 2.52 3.45
PIMCO Senior Floating Rate A -0.01 0.36 0.68 6.51 2.52 3.45
Neuberger Berman Floating Rate Inc A -0.17 0.36 0.48 6.53 2.35 3.28
Lord Abbett Floating Rate R6 -0.26 0.36 0.75 9.20 --- ---
Lord Abbett Floating Rate R5 -0.26 0.35 0.74 9.14 --- ---
Voya Floating Rate C -0.08 0.33 0.36 5.60 2.07 3.14
DoubleLine Floating Rate N -0.14 0.33 0.39 4.62 2.46 ---
BlackRock Floating Rate Income Inv C1 -0.25 0.33 0.61 6.79 2.60 3.54
Payden Floating Rate Adviser -0.10 0.31 0.34 5.66 2.99 ---
Putnam Floating Rate Income C -0.15 0.29 0.43 6.54 1.76 3.04
Leader Floating Rate Investor 0.13 0.29 --- --- --- ---
Victory Floating Rate R -0.35 0.26 0.31 9.83 1.80 3.21
T. Rowe Price Floating Rate I -0.18 0.25 0.61 --- --- ---
PIMCO Senior Floating Rate C -0.06 0.25 0.50 5.72 1.76 2.69
Lord Abbett Floating Rate R4 -0.28 0.20 0.67 8.86 --- ---
Victory Floating Rate C -0.37 0.19 0.24 9.40 1.48 2.91
Neuberger Berman Floating Rate Inc C -0.23 0.18 0.19 5.74 1.58 2.51
Deutsche Floating Rate R6 -0.30 0.16 0.16 6.05 --- ---
Deutsche Floating Rate Institutional -0.18 0.16 0.27 6.04 0.40 2.51
Deutsche Floating Rate S -0.19 0.13 0.13 5.80 0.32 2.37
Deutsche Floating Rate A -0.21 0.09 0.21 5.77 0.18 2.24
Deutsche Floating Rate C -0.27 0.03 0.03 4.98 -0.55 1.49
Transamerica Floating Rate T1 --- --- --- --- --- ---
Shenkman Floating Rate High Income F --- --- --- --- --- ---
Hartford Floating Rate High Inc F --- --- --- --- --- ---
Hartford Floating Rate F --- --- --- --- --- ---
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