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Data through 8/29/2014. 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 -0.01 2.00 0.58 4.23 6.83 6.66
Loomis Sayles Sr Floating Rate and F/I Y 0.10 3.86 1.05 6.46 --- ---
Loomis Sayles Sr Floating Rate and F/I A 0.08 3.59 0.89 6.10 --- ---
Loomis Sayles Sr Floating Rate and A LW 0.08 3.59 0.89 6.10 --- ---
Catalyst/Princeton Floating Rt Inc I 0.08 3.53 0.93 7.15 --- ---
BlackRock Secured Credit Portfolio Instl 0.64 3.47 1.28 6.50 6.80 ---
Catalyst/Princeton Floating Rt Inc A LW 0.05 3.38 0.78 6.91 --- ---
Catalyst/Princeton Floating Rt Inc A 0.05 3.38 0.78 6.91 --- ---
Fidelity® Series Floating Rate High IncF -0.02 3.27 0.79 5.73 --- ---
Fidelity® Series Floating Rate High Inc -0.03 3.20 0.77 5.63 --- ---
BlackRock Secured Credit Portfolio Inv A 0.52 3.20 1.22 6.23 6.53 ---
BlackRock Secured Credit Portfolio A LW 0.52 3.20 1.22 6.23 6.53 ---
Loomis Sayles Sr Floating Rate and F/I C 0.02 3.19 0.80 5.44 --- ---
Hartford Floating Rate High Inc Y 0.10 3.14 0.86 6.31 --- ---
Hartford Floating Rate High Inc R5 0.10 3.14 0.86 6.31 --- ---
Hartford Floating Rate High Inc I 0.09 3.10 0.84 6.25 --- ---
Oppenheimer Senior Floating Rt Pls I -0.17 3.00 0.76 5.63 --- ---
Guggenheim Floating Rate Strats Instl 0.24 3.00 0.89 5.46 --- ---
Oppenheimer Senior Floating Rt Pls Y -0.18 2.97 0.73 5.63 --- ---
Hartford Floating Rate High Inc R4 0.07 2.96 0.78 6.00 --- ---
Hartford Floating Rate High Inc A LW 0.07 2.96 0.78 5.99 --- ---
Hartford Floating Rate High Inc A 0.07 2.96 0.78 5.99 --- ---
Guggenheim Floating Rate Strategies A LW 0.22 2.83 0.83 5.21 --- ---
Guggenheim Floating Rate Strategies A 0.22 2.83 0.83 5.21 --- ---
First Trust Short Duration High Inc I 0.64 2.82 1.15 5.70 --- ---
Catalyst/Princeton Floating Rt Inc C 0.02 2.80 0.59 6.13 --- ---
Oppenheimer Senior Floating Rt Pls A LW -0.20 2.78 0.66 5.32 --- ---
Oppenheimer Senior Floating Rt Pls A -0.20 2.78 0.66 5.32 --- ---
Hartford Floating Rate High Inc R3 0.05 2.78 0.71 5.68 --- ---
BlackRock Secured Credit Portfolio Inv C 0.54 2.78 1.02 5.44 5.74 ---
Columbia Floating Rate I 0.03 2.68 0.78 4.88 7.88 7.75
Metropolitan West Floating Rate Inc I 0.09 2.65 0.83 5.40 --- ---
First Trust Short Duration High Inc A LW 0.59 2.65 1.07 5.42 --- ---
First Trust Short Duration High Inc A 0.59 2.65 1.07 5.42 --- ---
Columbia Floating Rate R5 0.02 2.64 0.77 4.83 7.89 7.72
Metropolitan West Floating Rate Inc M 0.17 2.62 0.87 5.30 --- ---
Columbia Floating Rate Z 0.01 2.60 0.75 4.76 7.74 ---
Columbia Floating Rate R4 0.01 2.60 0.75 4.76 --- ---
Columbia Floating Rate W -0.02 2.52 0.77 4.49 7.52 7.34
Hartford Floating Rate High Inc C 0.01 2.51 0.59 5.20 --- ---
Invesco Floating Rate R5 0.18 2.48 0.93 4.77 7.98 7.59
Invesco Floating Rate Y 0.18 2.47 0.93 4.74 7.94 7.54
Columbia Floating Rate K 0.00 2.47 0.71 4.56 7.59 7.43
JHancock Floating Rate Income NAV 0.08 2.44 0.82 4.78 7.45 7.10
Columbia Floating Rate A Load Waived -0.01 2.43 0.69 4.38 7.47 7.37
Columbia Floating Rate A -0.01 2.43 0.69 4.38 7.47 7.37
Credit Suisse Floating Rate Hi Inc Instl 0.07 2.41 0.76 4.30 6.74 9.63
JHancock Floating Rate Income 1 0.08 2.40 0.81 4.72 7.40 7.02
Hartford Floating Rate Y 0.16 2.40 0.83 4.58 7.60 7.34
Nuveen Symphony Floating Rate Income I 0.21 2.38 0.77 5.71 9.66 ---
Lord Abbett Floating Rate I 0.15 2.38 0.78 4.44 7.97 6.67
RidgeWorth Seix Floating RT High Inc I 0.07 2.37 0.75 4.48 7.04 6.62
PL Floating Rate Income I 0.06 2.37 0.78 4.65 8.56 ---
PL Floating Rate Income Advisor 0.06 2.37 0.78 4.54 --- ---
Oppenheimer Senior Floating Rt Pls C -0.28 2.36 0.56 4.52 --- ---
JHancock Floating Rate Income R6 0.07 2.36 0.79 4.65 --- ---
Hartford Floating Rate R5 0.15 2.35 0.81 4.51 7.53 7.27
Hartford Floating Rate I 0.15 2.35 0.70 4.51 7.51 7.27
T. Rowe Price Instl Floating Rate 0.11 2.34 0.80 4.41 6.96 6.54
JHancock Floating Rate Income I 0.07 2.34 0.78 4.74 7.31 6.97
Guggenheim Floating Rate Strategies C 0.14 2.32 0.63 4.39 --- ---
BlackRock Floating Rate Income Instl -0.03 2.32 0.62 4.46 7.18 ---
Lord Abbett Floating Rate F 0.04 2.31 0.65 4.26 7.85 6.54
Invesco Floating Rate A Load Waived 0.16 2.30 0.86 4.35 7.67 7.27
Invesco Floating Rate A 0.16 2.30 0.86 4.35 7.67 7.27
Prudential Floating Rate Income Z -0.01 2.28 0.64 4.34 7.32 ---
Payden Floating Rate Institutional 0.09 2.28 0.53 --- --- ---
Virtus Senior Floating Rate I 0.04 2.27 0.70 4.54 7.11 6.58
RS Floating Rate Y -0.01 2.27 0.60 4.82 7.47 ---
Columbia Floating Rate R -0.03 2.27 0.62 4.24 7.25 ---
T. Rowe Price Instl Floating Rate F 0.10 2.25 0.67 4.17 6.84 ---
Voya Floating Rate P 0.00 2.24 0.85 4.27 --- ---
Nuveen Symphony Floating Rate Income A 0.19 2.24 0.72 5.47 9.38 ---
Nuveen Symphony Floating Rate Incom A LW 0.19 2.24 0.72 5.47 9.38 ---
Lord Abbett Floating Rate A Load Waived 0.03 2.24 0.62 4.14 7.73 6.44
Lord Abbett Floating Rate A 0.03 2.24 0.62 4.14 7.73 6.44
Prudential Floating Rate Income A LW -0.04 2.22 0.57 4.18 7.03 ---
Prudential Floating Rate Income A -0.04 2.22 0.57 4.18 7.03 ---
PL Floating Rate Income A Load Waived 0.02 2.20 0.69 4.37 --- ---
PL Floating Rate Income A 0.02 2.20 0.69 4.37 --- ---
Oppenheimer Senior Floating Rate Y -0.19 2.20 0.66 4.62 7.32 8.49
RidgeWorth Seix Floating RT High Inc A 0.05 2.17 0.68 4.16 6.76 6.29
RidgeWorth Seix Floating RT High In A LW 0.05 2.17 0.68 4.16 6.76 6.29
Hartford Floating Rate A Load Waived 0.13 2.17 0.63 4.23 7.24 7.01
Hartford Floating Rate A 0.13 2.17 0.63 4.23 7.24 7.01
Hartford Floating Rate R4 0.01 2.15 0.63 4.20 7.21 6.96
T. Rowe Price Floating Rate 0.07 2.14 0.70 3.90 6.16 ---
First Trust Short Duration High Inc C 0.42 2.14 0.81 4.57 --- ---
Dreyfus Floating Rate Income Y 0.07 2.14 0.68 --- --- ---
Dreyfus Floating Rate Income I 0.15 2.14 0.68 --- --- ---
Oppenheimer Senior Floating Rate I 0.17 2.13 0.92 5.00 --- ---
Invesco Floating Rate R 0.13 2.13 0.92 4.22 7.39 7.00
BlackRock Floating Rate Income Inv A LW 0.04 2.12 0.54 4.26 6.84 6.64
BlackRock Floating Rate Income Inv A 0.04 2.12 0.54 4.26 6.84 6.64
JHancock Floating Rate Income A LW 0.04 2.11 0.70 4.27 6.92 6.55
JHancock Floating Rate Income A 0.04 2.11 0.70 4.27 6.92 6.55
RS Floating Rate A Load Waived -0.03 2.10 0.52 4.57 7.22 ---
RS Floating Rate A -0.03 2.10 0.52 4.57 7.22 ---
Payden Floating Rate Investor 0.08 2.10 0.47 --- --- ---
Credit Suisse Floating Rate Hi Inc A LW 0.05 2.10 0.70 4.02 6.50 9.36
Credit Suisse Floating Rate Hi Inc A 0.05 2.10 0.70 4.02 6.50 9.36
Virtus Senior Floating Rate A LW 0.12 2.09 0.64 4.28 6.87 6.33
Virtus Senior Floating Rate A 0.12 2.09 0.64 4.28 6.87 6.33
Transamerica Floating Rate I -0.06 2.08 0.60 --- --- ---
T. Rowe Price Floating Rate Adv 0.06 2.08 0.68 3.79 6.02 ---
JPMorgan Floating Rate Income Select 0.17 2.08 0.53 4.46 7.27 ---
Eaton Vance Floating-Rate Advantage I 0.08 2.08 0.85 4.32 8.10 8.55
Pioneer Floating Rate K 0.03 2.07 0.62 --- --- ---
Pioneer Floating Rate Y 0.02 2.06 0.62 3.66 6.26 6.21
Payden Floating Rate Adviser 0.04 2.05 0.43 --- --- ---
JPMorgan Floating Rate Income R6 0.09 2.05 0.46 --- --- ---
Oppenheimer Senior Floating Rate A LW -0.21 2.04 0.59 4.36 7.04 8.22
Oppenheimer Senior Floating Rate A -0.21 2.04 0.59 4.36 7.04 8.22
Fidelity® Floating Rate High Income 0.00 2.04 0.56 3.72 5.82 5.23
Dreyfus Floating Rate Income A LW 0.11 2.04 0.68 --- --- ---
Dreyfus Floating Rate Income A 0.11 2.04 0.68 --- --- ---
Eaton Vance Floating-Rate & Hi Inc Inst 0.03 2.03 0.68 4.28 6.95 7.40
Columbia Floating Rate C -0.07 2.03 0.60 3.71 6.71 6.59
PIMCO Senior Floating Rate Instl 0.45 1.99 0.93 4.03 6.45 ---
MainStay Floating Rate I 0.04 1.99 0.67 3.65 6.25 5.66
SunAmerica Senior Floating Rate A LW -0.02 1.98 0.59 3.94 6.42 7.09
SunAmerica Senior Floating Rate A -0.02 1.98 0.59 3.94 6.42 7.09
Deutsche Floating Rate Institutional 0.02 1.98 0.70 3.82 6.95 6.98
Hartford Floating Rate R3 0.10 1.97 0.67 3.92 6.97 6.72
Invesco Floating Rate C 0.11 1.95 0.73 3.95 7.14 6.71
Lord Abbett Floating Rate R3 0.00 1.94 0.54 3.84 7.42 6.15
PIMCO Senior Floating Rate P 0.43 1.93 0.89 3.92 6.34 ---
Transamerica Floating Rate A LW -0.08 1.92 0.43 --- --- ---
Transamerica Floating Rate A -0.08 1.92 0.43 --- --- ---
Columbia Floating Rate B -0.08 1.92 0.49 3.71 6.71 6.56
Fidelity Advisor® Floating Rate Hi Inc I -0.01 1.91 0.55 3.67 5.77 5.20
Eaton Vance Floating-Rate Advantage A LW -0.03 1.91 0.69 4.06 7.82 8.31
Eaton Vance Floating-Rate Advantage A -0.03 1.91 0.69 4.06 7.82 8.31
Voya Floating Rate W 0.04 1.89 0.68 3.68 7.21 ---
Voya Floating Rate I -0.06 1.89 0.68 3.59 7.19 ---
Eaton Vance Floating-Rate & Hi Inc A LW 0.03 1.89 0.63 4.01 6.69 7.14
Eaton Vance Floating-Rate & Hi Inc A 0.03 1.89 0.63 4.01 6.69 7.14
Deutsche Floating Rate S 0.12 1.89 0.67 3.79 6.80 6.88
Lord Abbett Floating Rate R2 -0.01 1.87 0.52 3.73 7.31 6.19
Franklin Floating Rate Daily Access Adv 0.02 1.86 0.66 3.63 6.26 5.63
Eaton Vance Floating-Rate & Hi Inc Adv 0.12 1.86 0.61 4.02 6.72 7.13
Pioneer Floating Rate A Load Waived -0.01 1.85 0.53 3.33 5.86 5.90
Pioneer Floating Rate A -0.01 1.85 0.53 3.33 5.86 5.90
Pioneer Floating Rate Z -0.14 1.83 0.42 3.38 6.04 ---
Eaton Vance Floating-Rate Advantage Adv -0.03 1.82 0.69 3.97 7.83 8.29
PIMCO Senior Floating Rate D 0.39 1.79 0.83 3.69 6.13 ---
PIMCO Senior Floating Rate A LW 0.39 1.79 0.83 3.69 6.13 ---
PIMCO Senior Floating Rate A 0.39 1.79 0.83 3.69 6.13 ---
Nuveen Symphony Floating Rate Income C 0.13 1.79 0.52 4.67 8.55 ---
Fidelity Advisor® Floating Rate Hi Inc T -0.03 1.79 0.46 3.44 5.42 4.87
Deutsche Floating Rate A Load Waived 0.00 1.79 0.63 3.52 6.62 6.65
Deutsche Floating Rate A 0.00 1.79 0.63 3.52 6.62 6.65
Lord Abbett Floating Rate C 0.07 1.78 0.55 3.54 7.02 5.70
SunAmerica Senior Floating Rate C -0.04 1.77 0.52 3.50 6.11 6.78
RidgeWorth Seix Floating RT High Inc C -0.01 1.77 0.52 3.53 6.09 5.60
RS Floating Rate K -0.08 1.75 0.39 4.07 6.68 ---
Oppenheimer Senior Floating Rate R 0.07 1.75 0.73 4.33 --- ---
MainStay Floating Rate Inv -0.08 1.75 0.51 3.31 5.91 5.32
Goldman Sachs High Yield Fl Rate Instl 0.03 1.75 0.54 3.51 6.34 ---
Fidelity Advisor® Floating Rate Hi Inc A -0.03 1.74 0.49 3.42 5.51 4.93
Fidelity Advisor® Floating Rate Hi A LW -0.03 1.74 0.49 3.42 5.51 4.93
Invesco Floating Rate R6 0.14 1.73 0.50 4.25 --- ---
Voya Floating Rate A Load Waived 0.02 1.72 0.62 3.33 6.96 ---
Voya Floating Rate A 0.02 1.72 0.62 3.33 6.96 ---
MainStay Floating Rate A Load Waived -0.08 1.71 0.49 3.39 5.95 5.38
MainStay Floating Rate A -0.08 1.71 0.49 3.39 5.95 5.38
Prudential Floating Rate Income C -0.11 1.70 0.37 3.39 6.22 ---
Neuberger Berman Floating Rate Inc Inst 0.04 1.70 0.47 3.66 7.00 ---
Goldman Sachs High Yield Fl Rate IR 0.02 1.69 0.52 3.52 6.28 ---
RS Floating Rate C 0.00 1.67 0.43 3.85 6.40 ---
Hartford Floating Rate C 0.06 1.67 0.55 3.46 6.45 6.20
Eaton Vance Floating-Rate Advantage B -0.07 1.67 0.60 3.61 7.45 7.93
Putnam Floating Rate Income Y -0.01 1.66 0.52 4.29 7.32 6.56
JHancock Floating Rate Income C -0.02 1.66 0.52 3.57 6.16 5.81
DoubleLine Floating Rate I 0.04 1.64 0.60 3.07 --- ---
PL Floating Rate Income C -0.10 1.62 0.45 3.46 --- ---
PIMCO Senior Floating Rate R 0.35 1.62 0.74 3.42 5.85 ---
Dunham Floating Rate Bond N 0.00 1.60 0.39 --- --- ---
BlackRock Floating Rate Income Inv C -0.03 1.60 0.34 3.47 6.04 ---
Credit Suisse Floating Rate Hi Inc C -0.01 1.59 0.50 3.23 5.65 8.51
Credit Suisse Floating Rate Hi Inc B -0.01 1.59 0.36 3.24 5.71 8.55
Virtus Senior Floating Rate C -0.05 1.58 0.44 3.49 6.03 5.53
Oppenheimer Senior Floating Rate B -0.25 1.58 0.34 3.80 6.40 7.52
Franklin Floating Rate Daily Access A LW -0.11 1.58 0.49 3.26 5.95 5.37
Franklin Floating Rate Daily Access A -0.11 1.58 0.49 3.26 5.95 5.37
Dreyfus Floating Rate Income C 0.06 1.58 0.49 --- --- ---
Eaton Vance Floating-Rate Advantage C 0.01 1.57 0.65 3.54 7.31 7.76
DoubleLine Floating Rate N 0.10 1.56 0.61 2.89 --- ---
Voya Floating Rate R 0.00 1.55 0.65 3.17 6.66 ---
Oppenheimer Senior Floating Rate C -0.28 1.53 0.40 3.60 6.44 7.64
Hartford Floating Rate B -0.06 1.53 0.43 3.30 6.38 6.14
Highland Floating Rate Opportunities Z -1.12 1.52 -0.16 8.53 12.54 11.22
Goldman Sachs High Yield Fl Rate A LW 0.00 1.52 0.45 3.27 5.95 ---
Goldman Sachs High Yield Fl Rate A 0.00 1.52 0.45 3.27 5.95 ---
Putnam Floating Rate Income B -0.04 1.51 0.52 3.82 6.86 6.03
Putnam Floating Rate Income A LW -0.03 1.51 0.46 4.03 7.07 6.31
Putnam Floating Rate Income A -0.03 1.51 0.46 4.03 7.07 6.31
JPMorgan Floating Rate Income C 0.05 1.50 0.38 3.69 6.44 ---
JPMorgan Floating Rate Income A LW -0.17 1.50 0.13 3.86 6.86 ---
JPMorgan Floating Rate Income A -0.17 1.50 0.13 3.86 6.86 ---
Fidelity Advisor® Floating Rate Hi Inc B -0.07 1.50 0.36 2.99 4.96 4.39
Transamerica Floating Rate C -0.15 1.48 0.42 --- --- ---
Putnam Floating Rate Income M -0.03 1.48 0.44 3.98 7.01 6.24
JHancock Floating Rate Income B -0.14 1.48 0.39 3.46 6.12 5.75
Eaton Vance Floating-Rate & Hi Inc B 0.05 1.46 0.53 3.24 5.92 6.34
Dunham Floating Rate Bond A Load Waived -0.04 1.46 0.42 --- --- ---
Dunham Floating Rate Bond A -0.04 1.46 0.42 --- --- ---
Neuberger Berman Floating Rate Inc A LW 0.01 1.45 0.37 3.27 6.60 ---
Neuberger Berman Floating Rate Inc A 0.01 1.45 0.37 3.27 6.60 ---
Eaton Vance Floating Rate I -0.09 1.45 0.53 3.26 6.30 6.55
BlackRock Floating Rate Income Inv C1 -0.06 1.43 0.32 3.67 6.31 ---
Highland Floating Rate Opportunities A -1.15 1.42 -0.12 8.15 12.13 10.86
Highland Floating Rate Opportunitie A LW -1.15 1.42 -0.12 8.15 12.13 10.86
Eaton Vance Floating Rate Adv 0.00 1.39 0.57 3.00 6.04 6.29
Deutsche Floating Rate C 0.04 1.39 0.44 2.86 5.85 5.91
Goldman Sachs High Yield Fl Rate R -0.02 1.36 0.39 3.00 5.71 ---
Pioneer Floating Rate C -0.07 1.35 0.35 2.57 5.12 5.10
Eaton Vance Floating-Rate & Hi Inc C 0.05 1.35 0.42 3.24 5.89 6.33
Fidelity Advisor® Floating Rate Hi Inc C -0.09 1.34 0.30 2.65 4.72 4.15
Franklin Floating Rate Daily Access C -0.14 1.31 0.39 2.85 5.53 4.95
Eaton Vance Floating Rate A Load Waived 0.01 1.31 0.48 3.02 6.04 6.28
Eaton Vance Floating Rate A 0.01 1.31 0.48 3.02 6.04 6.28
PIMCO Senior Floating Rate C 0.27 1.29 0.57 2.86 5.31 ---
Putnam Floating Rate Income R -0.05 1.25 0.39 3.65 6.77 6.02
MainStay Floating Rate C -0.04 1.24 0.42 2.64 5.16 4.55
MainStay Floating Rate B -0.15 1.24 0.31 2.64 5.16 4.55
Voya Floating Rate C -0.05 1.21 0.42 2.55 6.13 ---
First Investors Floating Rate Instl -0.13 1.21 0.42 --- --- ---
Dunham Floating Rate Bond C -0.02 1.12 0.44 --- --- ---
First Investors Floating Rate Advisor -0.04 1.11 0.38 --- --- ---
Highland Floating Rate Opportunities C -1.20 1.09 -0.24 7.63 11.58 10.32
Putnam Floating Rate Income C -0.09 1.07 0.27 3.14 6.25 5.50
First Investors Floating Rate A -0.07 1.03 0.40 --- --- ---
Goldman Sachs High Yield Fl Rate C -0.07 1.02 0.26 2.39 5.15 ---
Neuberger Berman Floating Rate Inc C -0.06 0.94 0.18 2.50 5.80 ---
Eaton Vance Floating Rate C -0.07 0.88 0.38 2.34 5.25 5.51
Eaton Vance Floating Rate B -0.18 0.77 0.27 2.23 5.25 5.48
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