| Data through 11/20/2009. | 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 | 38.45 | 4.23 | 29.31 | -1.48 | 1.14 |
| Eaton Vance Floating-Rate Advantage I | 0.01 | 61.30 | 5.70 | 45.93 | --- | --- |
| Eaton Vance Floating-Rate Advantage A LW | -0.01 | 61.05 | 5.64 | 45.44 | --- | --- |
| Eaton Vance Floating-Rate Advantage A | -0.01 | 61.05 | 5.64 | 45.44 | --- | --- |
| Eaton Vance Floating-Rate Advantage Adv | -0.01 | 60.80 | 5.64 | 45.24 | --- | --- |
| Eaton Vance Floating-Rate Advantage B | -0.04 | 60.62 | 5.54 | 45.02 | 0.97 | 2.60 |
| Eaton Vance Floating-Rate Advantage C | -0.05 | 60.45 | 5.52 | 44.83 | --- | --- |
| ING Senior Income I | 0.47 | 59.79 | 6.26 | 42.42 | --- | --- |
| ING Senior Income W | 0.38 | 59.49 | 6.24 | 42.38 | --- | --- |
| ING Senior Income A Load Waived | 0.38 | 59.21 | 6.23 | 41.86 | -1.48 | 1.16 |
| ING Senior Income A | 0.38 | 59.21 | 6.23 | 41.86 | -1.42 | 1.20 |
| ING Senior Income Q | 0.38 | 59.13 | 6.27 | 42.03 | -1.40 | 1.21 |
| ING Senior Income B | 0.34 | 58.57 | 6.13 | 41.15 | -1.90 | 0.70 |
| ING Senior Income C | 0.34 | 58.42 | 6.12 | 41.21 | -1.89 | 0.71 |
| Van Kampen Senior Loan IB | -0.13 | 56.37 | 7.48 | 35.80 | -5.61 | -1.36 |
| Van Kampen Senior Loan A Load Waived | 0.62 | 56.12 | 7.30 | 35.59 | -5.64 | --- |
| Van Kampen Senior Loan A | 0.62 | 56.12 | 7.30 | 35.59 | -5.64 | --- |
| Van Kampen Senior Loan IC | 0.46 | 56.11 | 7.30 | 35.58 | -5.66 | -1.39 |
| SunAmerica Senior Floating Rate A LW | 0.68 | 55.95 | 6.75 | 38.64 | -0.66 | --- |
| SunAmerica Senior Floating Rate A | 0.68 | 55.95 | 6.75 | 38.64 | -0.66 | --- |
| SunAmerica Senior Floating Rate C | 0.67 | 55.62 | 6.54 | 38.04 | -1.03 | 1.42 |
| Van Kampen Senior Loan C | 0.56 | 55.12 | 7.10 | 34.56 | -6.37 | --- |
| Van Kampen Senior Loan B | 0.56 | 55.12 | 7.29 | 34.56 | -6.37 | --- |
| Eaton Vance Floating-Rate & Hi Inc Inst | -0.06 | 44.55 | 4.83 | 35.37 | 0.94 | 2.81 |
| Eaton Vance Floating-Rate & Hi Inc A LW | 0.06 | 44.40 | 4.80 | 35.18 | 0.71 | 2.57 |
| Eaton Vance Floating-Rate & Hi Inc A | 0.06 | 44.40 | 4.80 | 35.18 | 0.71 | 2.57 |
| Eaton Vance Floating-Rate & Hi Inc Adv | 0.04 | 44.25 | 4.90 | 35.06 | 0.73 | 2.58 |
| Eaton Vance Floating-Rate & Hi Inc C | -0.03 | 43.40 | 4.71 | 34.14 | -0.04 | 1.80 |
| Eaton Vance Floating-Rate & Hi Inc B | -0.03 | 43.40 | 4.71 | 34.14 | -0.04 | 1.81 |
| AIM Floating Rate I | -0.21 | 43.32 | 3.01 | 29.83 | -0.95 | --- |
| DWS Floating Rate Plus S | 0.06 | 43.13 | 5.08 | 35.02 | --- | --- |
| Eaton Vance Floating Rate I | -0.09 | 43.03 | 4.39 | 33.34 | 0.88 | 2.63 |
| DWS Floating Rate Plus Instl | -0.05 | 42.93 | 5.08 | 35.04 | --- | --- |
| Eaton Vance Floating Rate Adv | -0.11 | 42.72 | 4.32 | 33.02 | 0.64 | 2.37 |
| DWS Floating Rate Plus A Load Waived | -0.08 | 42.70 | 5.02 | 34.80 | --- | --- |
| DWS Floating Rate Plus A | -0.08 | 42.70 | 5.02 | 34.80 | --- | --- |
| AIM Floating Rate A Load Waived | -0.38 | 42.67 | 3.06 | 29.18 | -1.34 | 1.51 |
| AIM Floating Rate A | -0.38 | 42.67 | 3.06 | 29.18 | -1.34 | 1.51 |
| Eaton Vance Floating Rate A Load Waived | -0.09 | 42.58 | 4.21 | 32.84 | 0.59 | 2.35 |
| Eaton Vance Floating Rate A | -0.09 | 42.58 | 4.21 | 32.84 | 0.59 | 2.35 |
| DWS Floating Rate Plus C | -0.10 | 42.50 | 4.84 | 34.51 | --- | --- |
| AIM Floating Rate R | -0.26 | 42.48 | 2.70 | 29.00 | -1.46 | --- |
| AIM Floating Rate Y | -0.42 | 42.16 | 2.97 | 29.36 | --- | --- |
| AIM Floating Rate C | -0.43 | 41.98 | 2.93 | 28.43 | -1.86 | 1.01 |
| Eaton Vance Floating Rate C | -0.17 | 41.87 | 4.12 | 31.90 | -0.14 | 1.62 |
| Eaton Vance Floating Rate B | -0.17 | 41.87 | 4.12 | 32.10 | -0.14 | 1.62 |
| Morgan Stanley Prime Income Trust | 0.43 | 41.59 | 5.77 | 29.06 | -2.04 | 0.99 |
| JHT Floating Rate Income NAV | -0.47 | 41.04 | 3.23 | 36.87 | --- | --- |
| Hartford Floating Rate Y | 0.24 | 40.21 | 4.56 | 29.23 | -0.11 | --- |
| Oppenheimer Senior Floating Rate Y | 1.50 | 40.11 | 7.18 | 30.05 | 0.49 | --- |
| Hartford Floating Rate I | 0.23 | 40.08 | 4.53 | 29.29 | -0.14 | --- |
| Hartford Floating Rate R5 | 0.34 | 39.94 | 4.50 | 28.78 | --- | --- |
| Hartford Floating Rate R4 | 0.20 | 39.83 | 4.46 | 28.83 | --- | --- |
| Hartford Floating Rate A Load Waived | 0.32 | 39.77 | 4.46 | 28.98 | -0.41 | --- |
| Hartford Floating Rate A | 0.32 | 39.77 | 4.46 | 28.98 | -0.41 | --- |
| Oppenheimer Senior Floating Rate A LW | 1.34 | 39.68 | 7.09 | 29.62 | 0.28 | 2.65 |
| Oppenheimer Senior Floating Rate A | 1.34 | 39.68 | 7.09 | 29.62 | 0.28 | 2.65 |
| Hartford Floating Rate R3 | 0.30 | 39.63 | 4.52 | 28.62 | --- | --- |
| Oppenheimer Senior Floating Rate C | 1.29 | 39.04 | 6.95 | 29.17 | -0.21 | 2.15 |
| Hartford Floating Rate C | 0.13 | 38.93 | 4.26 | 27.88 | -1.18 | --- |
| Oppenheimer Senior Floating Rate B | 1.28 | 38.91 | 6.92 | 28.80 | -0.36 | 2.05 |
| RiverSource Floating Rate I | -0.02 | 38.78 | 4.24 | 27.35 | -0.18 | --- |
| Hartford Floating Rate B | 0.13 | 38.71 | 4.26 | 27.88 | -1.18 | --- |
| RiverSource Floating Rate R5 | -0.02 | 38.61 | 4.22 | 27.40 | --- | --- |
| RiverSource Floating Rate W | 0.06 | 38.41 | 4.25 | 26.94 | --- | --- |
| RiverSource Floating Rate A Load Waived | -0.04 | 38.40 | 4.16 | 26.95 | -0.50 | --- |
| RiverSource Floating Rate A | -0.04 | 38.40 | 4.16 | 26.95 | -0.50 | --- |
| Putnam Floating Rate Income Y | -0.49 | 38.20 | 2.58 | 30.54 | 0.07 | --- |
| Putnam Floating Rate Income A LW | -0.52 | 37.74 | 2.52 | 30.26 | -0.22 | 1.80 |
| Putnam Floating Rate Income A | -0.52 | 37.74 | 2.52 | 30.26 | -0.22 | 1.80 |
| RiverSource Floating Rate B | -0.11 | 37.65 | 4.09 | 26.16 | -1.21 | --- |
| RiverSource Floating Rate C | -0.11 | 37.50 | 3.96 | 26.02 | -1.24 | --- |
| JHancock2 Floating Rate Income NAV | -0.46 | 37.38 | 3.08 | 33.07 | --- | --- |
| JHancock2 Floating Rate Income I | -0.47 | 37.37 | 3.15 | 33.05 | --- | --- |
| JHancock2 Floating Rate Income 1 | -0.46 | 37.35 | 3.07 | 33.05 | --- | --- |
| Putnam Floating Rate Income B | -0.57 | 37.24 | 2.36 | 29.50 | -0.78 | 1.19 |
| JHancock2 Floating Rate Income A LW | -0.50 | 37.03 | 2.94 | 32.48 | --- | --- |
| JHancock2 Floating Rate Income A | -0.50 | 37.03 | 2.94 | 32.48 | --- | --- |
| Putnam Floating Rate Income C | -0.70 | 36.90 | 2.33 | 29.15 | -0.97 | 1.02 |
| BlackRock Senior Floating Rate I | -0.08 | 36.29 | 4.67 | 27.53 | -0.04 | 1.91 |
| JHancock2 Floating Rate Income C | -0.56 | 36.18 | 2.74 | 31.72 | --- | --- |
| BlackRock Senior Floating Rate II | -0.05 | 36.10 | 4.64 | 27.38 | -0.21 | 1.69 |
| JHancock2 Floating Rate Income B | -0.56 | 35.95 | 2.75 | 31.51 | --- | --- |
| Pioneer Floating Rate Y | -0.04 | 35.37 | 3.06 | 29.56 | --- | --- |
| Pioneer Floating Rate A Load Waived | 0.11 | 35.16 | 3.06 | 29.11 | --- | --- |
| Pioneer Floating Rate A | 0.11 | 35.16 | 3.06 | 29.11 | --- | --- |
| Virtus Senior Floating Rate I | -0.39 | 34.17 | 2.80 | 30.49 | --- | --- |
| Pioneer Floating Rate C | -0.12 | 34.11 | 2.83 | 28.22 | --- | --- |
| Virtus Senior Floating Rate A LW | -0.43 | 33.85 | 2.71 | 30.14 | --- | --- |
| Virtus Senior Floating Rate A | -0.43 | 33.85 | 2.71 | 30.14 | --- | --- |
| Virtus Senior Floating Rate C | -0.45 | 33.09 | 2.57 | 29.34 | --- | --- |
| MainStay Floating Rate I | -0.23 | 32.03 | 2.51 | 26.42 | 1.90 | 3.07 |
| MainStay Floating Rate A Load Waived | -0.26 | 31.93 | 2.44 | 26.10 | 1.61 | 2.80 |
| MainStay Floating Rate A | -0.26 | 31.93 | 2.44 | 26.10 | 1.61 | 2.80 |
| T. Rowe Price Instl Floating Rate | -0.34 | 31.82 | 3.18 | 29.28 | --- | --- |
| MainStay Floating Rate Inv | -0.26 | 31.74 | 2.42 | 25.89 | --- | --- |
| MainStay Floating Rate B | -0.44 | 30.68 | 2.09 | 24.76 | 0.74 | 1.97 |
| MainStay Floating Rate C | -0.33 | 30.67 | 2.21 | 24.92 | 0.74 | 1.97 |
| Lord Abbett Floating Rate R2 | -0.14 | 30.31 | 2.93 | 26.10 | --- | --- |
| Lord Abbett Floating Rate R3 | -0.11 | 30.24 | 3.00 | 26.05 | --- | --- |
| Lord Abbett Floating Rate I | -0.07 | 30.22 | 2.93 | 26.10 | --- | --- |
| Lord Abbett Floating Rate F | -0.08 | 29.83 | 2.89 | 25.66 | --- | --- |
| Lord Abbett Floating Rate A Load Waived | -0.10 | 29.73 | 2.83 | 25.57 | --- | --- |
| Lord Abbett Floating Rate A | -0.10 | 29.73 | 2.83 | 25.57 | --- | --- |
| RidgeWorth Seix Floating RT High Inc I | -0.16 | 29.17 | 2.33 | 23.64 | 1.68 | --- |
| Lord Abbett Floating Rate C | -0.16 | 28.81 | 2.54 | 24.58 | --- | --- |
| RidgeWorth Seix Floating RT High Inc A | -0.07 | 28.76 | 2.37 | 23.38 | 1.40 | --- |
| RidgeWorth Seix Floating RT High In A LW | -0.07 | 28.76 | 2.37 | 23.38 | 1.40 | --- |
| RidgeWorth Seix Floating RT High Inc C | -0.13 | 28.01 | 2.19 | 22.57 | --- | --- |
| Franklin Floating Rate Daily Access Adv | -0.39 | 27.64 | 2.05 | 22.80 | 0.46 | 2.33 |
| Franklin Floating Rate Daily Access A LW | -0.29 | 27.36 | 2.10 | 22.50 | 0.24 | 2.10 |
| Franklin Floating Rate Daily Access A | -0.29 | 27.36 | 2.10 | 22.50 | 0.24 | 2.10 |
| Franklin Floating Rate Daily Access C | -0.44 | 26.92 | 2.00 | 22.02 | -0.15 | 1.68 |
| Franklin Floating Rate Daily Access B | -0.47 | 26.39 | 1.91 | 21.46 | -0.50 | 1.35 |
| Fidelity Floating Rate High Income | -0.60 | 25.51 | 1.49 | 25.77 | 2.80 | 3.71 |
| Fidelity Advisor Float Rate Hi Inc I | -0.50 | 25.49 | 1.48 | 25.74 | 2.77 | 3.68 |
| Fidelity Advisor Float Rate Hi Inc T | -0.63 | 25.19 | 1.42 | 25.40 | 2.49 | 3.40 |
| Fidelity Advisor Float Rate Hi Inc A LW | -0.63 | 25.15 | 1.41 | 25.36 | 2.48 | 3.41 |
| Fidelity Advisor Float Rate Hi Inc A | -0.63 | 25.15 | 1.41 | 25.36 | 2.48 | 3.41 |
| Fidelity Advisor Float Rate Hi Inc B | -0.67 | 24.63 | 1.28 | 24.77 | 1.97 | 2.87 |
| Fidelity Advisor Float Rate Hi Inc C | -0.69 | 24.34 | 1.23 | 24.44 | 1.74 | 2.71 |
| Highland Floating Rate Advantage Z | 0.75 | 21.76 | 8.00 | 9.71 | -11.76 | -4.00 |
| Highland Floating Rate Advantage A LW | 0.72 | 21.39 | 7.90 | 9.32 | -12.25 | -4.46 |
| Highland Floating Rate Advantage A | 0.72 | 21.39 | 7.90 | 9.32 | -12.07 | -4.33 |
| Highland Floating Rate Advantage B | 0.68 | 21.02 | 7.81 | 8.94 | -12.38 | -4.67 |
| Highland Floating Rate Advantage C | 0.67 | 20.86 | 7.77 | 8.78 | -12.51 | -4.81 |
| Highland Floating Rate Z | 1.19 | 18.35 | 6.93 | 11.64 | -7.36 | -1.67 |
| Highland Floating Rate A Load Waived | 1.00 | 17.99 | 6.66 | 11.06 | -7.72 | -2.01 |
| Highland Floating Rate A | 1.00 | 17.99 | 6.66 | 11.06 | -7.72 | -2.01 |
| Highland Floating Rate B | 1.13 | 17.84 | 6.75 | 10.88 | -8.00 | -2.35 |
| Highland Floating Rate C | 0.95 | 17.47 | 6.71 | 10.70 | -8.15 | -2.50 |