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Data through 10/29/2014. 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 0.10 1.33 -0.67 2.36 5.24 5.80
Sound Point Floating Rate Income Instl 0.00 3.86 -0.19 5.33 --- ---
Loomis Sayles Sr Floating Rate and F/I Y 0.08 3.53 -0.21 4.74 7.51 ---
Loomis Sayles Sr Floating Rate and F/I A 0.06 3.21 -0.28 4.38 7.23 ---
Loomis Sayles Sr Floating Rate and A LW 0.06 3.21 -0.28 4.38 7.23 ---
BlackRock Secured Credit Portfolio Instl 0.72 3.10 0.27 4.22 6.39 ---
BlackRock Secured Credit Portfolio Inv A 0.79 2.88 0.21 4.06 6.16 ---
BlackRock Secured Credit Portfolio A LW 0.79 2.88 0.21 4.06 6.16 ---
Guggenheim Floating Rate Strats Instl 0.15 2.79 0.02 3.97 --- ---
Loomis Sayles Sr Floating Rate and F/I C -0.01 2.69 -0.46 3.72 6.50 ---
Metropolitan West Floating Rate Inc I 0.29 2.59 0.04 3.79 --- ---
Guggenheim Floating Rate Strategies A LW 0.09 2.58 -0.03 3.71 --- ---
Guggenheim Floating Rate Strategies A 0.09 2.58 -0.03 3.71 --- ---
Fidelity® Series Floating Rate High IncF -0.24 2.52 -0.75 3.70 6.89 ---
Metropolitan West Floating Rate Inc M 0.27 2.43 -0.01 3.59 --- ---
Fidelity® Series Floating Rate High Inc -0.25 2.43 -0.78 3.59 6.78 ---
Catalyst/Princeton Floating Rt Inc I -0.10 2.30 -1.10 3.70 --- ---
Oppenheimer Senior Floating Rt Pls I -0.06 2.27 -0.88 3.85 --- ---
BlackRock Secured Credit Portfolio Inv C 0.63 2.25 0.02 3.19 5.33 ---
First Trust Short Duration High Inc I 1.00 2.24 0.07 3.40 --- ---
Oppenheimer Senior Floating Rt Pls Y -0.07 2.22 -0.91 3.81 --- ---
Voya Floating Rate P 0.16 2.15 -0.08 3.18 --- ---
Catalyst/Princeton Floating Rt Inc A LW -0.10 2.13 -1.16 3.46 --- ---
Catalyst/Princeton Floating Rt Inc A -0.10 2.13 -1.16 3.46 --- ---
First Trust Short Duration High Inc A LW 0.98 2.05 0.01 3.19 --- ---
First Trust Short Duration High Inc A 0.98 2.05 0.01 3.19 --- ---
Oppenheimer Senior Floating Rt Pls A LW -0.09 1.99 -0.97 3.54 --- ---
Oppenheimer Senior Floating Rt Pls A -0.09 1.99 -0.97 3.54 --- ---
Guggenheim Floating Rate Strategies C 0.08 1.95 -0.22 2.93 --- ---
T. Rowe Price Instl Floating Rate 0.26 1.94 -0.28 2.80 5.18 5.83
Credit Suisse Floating Rate Hi Inc Instl 0.08 1.91 -0.42 2.81 5.51 8.02
Columbia Floating Rate I -0.10 1.91 -0.73 2.91 6.28 6.77
Columbia Floating Rate R5 0.01 1.87 -0.73 2.86 6.26 6.74
Payden Floating Rate Institutional 0.30 1.85 -0.33 --- --- ---
Hartford Floating Rate High Inc Y 0.02 1.85 -1.15 3.36 6.96 ---
Hartford Floating Rate High Inc R5 0.02 1.85 -1.15 3.36 6.96 ---
Invesco Floating Rate R5 0.15 1.84 -0.45 2.96 6.22 6.87
Dreyfus Floating Rate Income Y 0.26 1.84 -0.22 2.79 --- ---
Dreyfus Floating Rate Income I 0.34 1.84 -0.14 2.79 --- ---
T. Rowe Price Instl Floating Rate F 0.16 1.83 -0.31 2.67 5.06 ---
Invesco Floating Rate Y 0.15 1.82 -0.45 2.93 6.18 6.82
Hartford Floating Rate High Inc I 0.02 1.81 -1.16 3.30 7.00 ---
Columbia Floating Rate Z -0.11 1.81 -0.76 2.79 6.15 ---
Columbia Floating Rate R4 0.00 1.81 -0.76 2.90 --- ---
Prudential Floating Rate Income Z 0.02 1.78 -0.50 2.80 5.43 ---
Dreyfus Floating Rate Income A LW 0.30 1.75 -0.17 2.68 --- ---
Dreyfus Floating Rate Income A 0.30 1.75 -0.17 2.68 --- ---
BlackRock Floating Rate Income Instl 0.13 1.75 -0.58 2.62 5.23 ---
RidgeWorth Seix Floating RT High Inc I 0.15 1.72 -0.56 2.56 5.32 6.01
Transamerica Floating Rate I 0.21 1.71 -0.43 --- --- ---
PL Floating Rate Income Advisor -0.07 1.71 -0.58 2.78 --- ---
Voya Floating Rate W 0.11 1.70 -0.15 2.60 5.42 ---
Voya Floating Rate I 0.11 1.70 -0.24 2.50 5.39 ---
Columbia Floating Rate W -0.13 1.68 -0.84 2.62 5.93 6.36
Lord Abbett Floating Rate F 0.07 1.67 -0.59 2.53 5.88 5.90
Payden Floating Rate Investor 0.20 1.66 -0.35 --- --- ---
Pioneer Floating Rate K 0.01 1.65 -0.38 --- --- ---
Columbia Floating Rate K -0.12 1.65 -0.80 2.60 6.00 6.46
Pioneer Floating Rate Y 0.01 1.64 -0.39 2.50 4.90 5.51
Lord Abbett Floating Rate I -0.03 1.64 -0.57 2.61 5.96 6.01
Hartford Floating Rate High Inc R4 0.00 1.62 -1.23 3.05 6.64 ---
Hartford Floating Rate High Inc A LW 0.00 1.62 -1.23 3.05 6.70 ---
Hartford Floating Rate High Inc A 0.00 1.62 -1.23 3.05 6.70 ---
PL Floating Rate Income I -0.07 1.61 -0.68 2.69 6.23 ---
Invesco Floating Rate A Load Waived 0.13 1.61 -0.52 2.68 5.91 6.55
Invesco Floating Rate A 0.13 1.61 -0.52 2.68 5.91 6.55
Columbia Floating Rate A Load Waived -0.13 1.60 -0.82 2.54 5.89 6.39
Columbia Floating Rate A -0.13 1.60 -0.82 2.54 5.89 6.39
Lord Abbett Floating Rate A Load Waived 0.06 1.59 -0.61 2.53 5.77 5.79
Lord Abbett Floating Rate A 0.06 1.59 -0.61 2.53 5.77 5.79
Prudential Floating Rate Income A LW 0.00 1.58 -0.66 2.54 5.17 ---
Prudential Floating Rate Income A 0.00 1.58 -0.66 2.54 5.17 ---
Nuveen Symphony Floating Rate Income I 0.21 1.58 -0.57 3.00 7.45 ---
JHancock Floating Rate Income NAV 0.07 1.58 -0.75 2.65 5.41 6.31
Virtus Senior Floating Rate I 0.24 1.57 -0.63 2.49 5.37 5.85
Payden Floating Rate Adviser 0.20 1.57 -0.44 --- --- ---
Credit Suisse Floating Rate Hi Inc A LW 0.06 1.56 -0.47 2.54 5.27 7.72
Credit Suisse Floating Rate Hi Inc A 0.06 1.56 -0.47 2.54 5.27 7.72
Pioneer Floating Rate Z -0.01 1.53 -0.43 2.22 4.72 ---
First Trust Short Duration High Inc C 0.96 1.53 -0.18 2.42 --- ---
PL Floating Rate Income A Load Waived 0.00 1.52 -0.65 2.53 --- ---
PL Floating Rate Income A 0.00 1.52 -0.65 2.53 --- ---
Invesco Floating Rate R6 0.15 1.50 -0.44 2.97 --- ---
Voya Floating Rate A Load Waived 0.09 1.49 -0.21 2.35 5.16 ---
Voya Floating Rate A 0.09 1.49 -0.21 2.35 5.16 ---
Transamerica Floating Rate A LW 0.18 1.49 -0.50 --- --- ---
Transamerica Floating Rate A 0.18 1.49 -0.50 --- --- ---
T. Rowe Price Floating Rate 0.08 1.49 -0.57 2.24 4.36 ---
JHancock Floating Rate Income R6 0.07 1.49 -0.77 2.54 5.30 ---
Hartford Floating Rate Y 0.22 1.49 -0.73 2.46 5.51 6.41
Catalyst/Princeton Floating Rt Inc C -0.10 1.49 -1.26 2.78 --- ---
RidgeWorth Seix Floating RT High Inc A 0.13 1.47 -0.63 2.36 5.04 5.71
RidgeWorth Seix Floating RT High In A LW 0.13 1.47 -0.63 2.36 5.04 5.71
Oppenheimer Senior Floating Rate Y -0.11 1.47 -0.90 2.78 5.85 7.28
Hartford Floating Rate R5 0.21 1.44 -0.75 2.39 5.44 6.31
Hartford Floating Rate I 0.10 1.44 -0.74 2.39 5.42 6.32
JHancock Floating Rate Income 1 -0.04 1.43 -0.87 2.49 5.32 6.23
Fidelity® Floating Rate High Income 0.18 1.42 -0.61 2.13 4.03 4.78
Eaton Vance Floating-Rate & Hi Inc Inst 0.22 1.42 -0.56 2.31 5.38 6.41
Nuveen Symphony Floating Rate Income A 0.19 1.41 -0.63 2.72 7.18 ---
Nuveen Symphony Floating Rate Incom A LW 0.19 1.41 -0.63 2.72 7.18 ---
Invesco Floating Rate R 0.23 1.41 -0.57 2.43 5.65 6.28
T. Rowe Price Floating Rate Adv 0.08 1.40 -0.60 2.14 4.22 ---
Hartford Floating Rate High Inc R3 -0.03 1.40 -1.30 2.75 6.32 ---
Columbia Floating Rate R -0.15 1.40 -0.88 2.29 5.62 ---
BlackRock Floating Rate Income Inv A LW 0.11 1.40 -0.67 2.32 4.90 5.65
BlackRock Floating Rate Income Inv A 0.11 1.40 -0.67 2.32 4.90 5.65
PIMCO Senior Floating Rate Instl 0.39 1.39 -0.15 2.52 4.51 ---
Pioneer Floating Rate A Load Waived -0.02 1.37 -0.48 2.02 4.49 5.18
Pioneer Floating Rate A -0.02 1.37 -0.48 2.02 4.49 5.18
Franklin Floating Rate Daily Access Adv -0.07 1.37 -0.46 2.16 4.81 5.14
Virtus Senior Floating Rate A LW 0.32 1.36 -0.60 2.34 5.10 5.60
Virtus Senior Floating Rate A 0.32 1.36 -0.60 2.34 5.10 5.60
RS Floating Rate Y 0.07 1.36 -0.89 2.55 5.56 ---
SunAmerica Senior Floating Rate A LW 0.20 1.35 -0.63 2.37 4.95 5.74
SunAmerica Senior Floating Rate A 0.20 1.35 -0.63 2.37 4.95 5.74
MainStay Floating Rate I 0.03 1.35 -0.59 2.12 4.49 5.05
JPMorgan Floating Rate Income Select 0.18 1.35 -0.55 2.38 5.45 ---
JHancock Floating Rate Income I -0.05 1.35 -0.89 2.40 5.27 6.16
Oppenheimer Senior Floating Rt Pls C -0.25 1.34 -1.27 2.63 --- ---
JPMorgan Floating Rate Income R6 0.19 1.33 -0.62 --- --- ---
PIMCO Senior Floating Rate P 0.39 1.32 -0.17 2.42 4.40 ---
DoubleLine Floating Rate I 0.37 1.31 -0.28 2.07 --- ---
Oppenheimer Senior Floating Rate A LW -0.13 1.28 -0.96 2.54 5.57 7.02
Oppenheimer Senior Floating Rate A -0.13 1.28 -0.96 2.54 5.57 7.02
Fidelity Advisor® Floating Rate Hi Inc I 0.07 1.27 -0.63 2.08 3.98 4.74
Eaton Vance Floating-Rate Advantage I 0.03 1.27 -0.71 2.44 5.95 7.37
Goldman Sachs High Yield Fl Rate Instl 0.32 1.26 -0.46 2.08 4.45 ---
Lord Abbett Floating Rate R3 -0.07 1.24 -0.68 2.12 5.47 5.50
Hartford Floating Rate A Load Waived 0.08 1.22 -0.81 2.12 5.16 6.06
Hartford Floating Rate A 0.08 1.22 -0.81 2.12 5.16 6.06
Eaton Vance Floating-Rate & Hi Inc Adv 0.20 1.21 -0.52 2.17 5.12 6.15
Eaton Vance Floating-Rate & Hi Inc A LW 0.21 1.21 -0.64 2.05 5.10 6.13
Eaton Vance Floating-Rate & Hi Inc A 0.21 1.21 -0.64 2.05 5.10 6.13
DoubleLine Floating Rate N 0.35 1.21 -0.25 1.90 --- ---
Hartford Floating Rate R4 0.08 1.19 -0.93 2.09 5.13 6.00
Voya Floating Rate R 0.07 1.18 -0.37 1.99 4.84 ---
MainStay Floating Rate Inv 0.02 1.18 -0.63 2.01 4.20 4.74
Invesco Floating Rate C 0.09 1.18 -0.65 2.16 5.39 6.03
Goldman Sachs High Yield Fl Rate IR 0.31 1.18 -0.48 2.10 4.38 ---
Fidelity Advisor® Floating Rate Hi Inc A 0.16 1.18 -0.58 1.94 3.77 4.50
Fidelity Advisor® Floating Rate Hi A LW 0.16 1.18 -0.58 1.94 3.77 4.50
PIMCO Senior Floating Rate D 0.37 1.17 -0.22 2.21 4.20 ---
PIMCO Senior Floating Rate A LW 0.37 1.17 -0.22 2.21 4.20 ---
PIMCO Senior Floating Rate A 0.37 1.17 -0.22 2.21 4.20 ---
Oppenheimer Senior Floating Rate I -0.11 1.16 -0.78 2.90 --- ---
Lord Abbett Floating Rate R2 0.03 1.16 -0.71 2.02 5.36 5.52
Franklin Floating Rate Daily Access A LW -0.09 1.16 -0.53 1.91 4.55 4.88
Franklin Floating Rate Daily Access A -0.09 1.16 -0.53 1.91 4.55 4.88
MainStay Floating Rate A Load Waived 0.01 1.14 -0.65 1.97 4.23 4.79
MainStay Floating Rate A 0.01 1.14 -0.65 1.97 4.23 4.79
Neuberger Berman Floating Rate Inc Inst 0.22 1.13 -0.51 1.91 5.09 ---
SunAmerica Senior Floating Rate C 0.17 1.10 -0.70 1.94 4.65 5.41
Fidelity Advisor® Floating Rate Hi Inc T 0.15 1.10 -0.71 1.85 3.64 4.41
JHancock Floating Rate Income A LW -0.07 1.08 -0.97 2.06 4.86 5.75
JHancock Floating Rate Income A -0.07 1.08 -0.97 2.06 4.86 5.75
Dreyfus Floating Rate Income C 0.24 1.08 -0.43 1.89 --- ---
RS Floating Rate A Load Waived -0.05 1.06 -1.04 2.20 5.29 ---
RS Floating Rate A -0.05 1.06 -1.04 2.20 5.29 ---
Eaton Vance Floating-Rate Advantage Adv 0.01 1.06 -0.77 2.19 5.72 7.10
Eaton Vance Floating-Rate Advantage A LW 0.01 1.06 -0.86 2.19 5.72 7.10
Eaton Vance Floating-Rate Advantage A 0.01 1.06 -0.86 2.19 5.72 7.10
JPMorgan Floating Rate Income A LW 0.15 1.05 -0.62 2.12 5.20 ---
JPMorgan Floating Rate Income A 0.15 1.05 -0.62 2.12 5.20 ---
Hartford Floating Rate High Inc C -0.07 1.05 -1.41 2.28 5.90 ---
Deutsche Floating Rate Institutional -0.09 1.04 -0.90 1.95 5.11 5.87
Dunham Floating Rate Bond N 0.30 0.99 -0.61 --- --- ---
RidgeWorth Seix Floating RT High Inc C 0.08 0.98 -0.78 1.64 4.34 5.03
Putnam Floating Rate Income Y 0.12 0.98 -0.68 2.42 5.58 5.87
PIMCO Senior Floating Rate R 0.35 0.98 -0.28 1.96 3.94 ---
Hartford Floating Rate R3 0.17 0.98 -0.88 1.82 4.89 5.77
Goldman Sachs High Yield Fl Rate A LW 0.29 0.97 -0.54 1.85 4.06 ---
Goldman Sachs High Yield Fl Rate A 0.29 0.97 -0.54 1.85 4.06 ---
Columbia Floating Rate C -0.19 0.97 -1.11 1.77 5.10 5.59
Columbia Floating Rate B -0.19 0.97 -1.01 1.77 5.10 5.59
Prudential Floating Rate Income C -0.06 0.95 -0.85 1.78 4.38 ---
Eaton Vance Floating Rate I 0.09 0.94 -0.59 1.89 4.70 5.64
Deutsche Floating Rate S -0.10 0.94 -0.82 1.82 4.96 5.74
Credit Suisse Floating Rate Hi Inc C -0.01 0.94 -0.66 1.78 4.43 6.92
Credit Suisse Floating Rate Hi Inc B 0.00 0.94 -0.66 1.78 4.49 6.92
Transamerica Floating Rate C 0.12 0.93 -0.69 --- --- ---
Deutsche Floating Rate A Load Waived 0.00 0.92 -0.86 1.66 4.82 5.56
Deutsche Floating Rate A 0.00 0.92 -0.86 1.66 4.82 5.56
Lord Abbett Floating Rate C -0.10 0.91 -0.78 1.72 5.08 5.06
Voya Floating Rate C 0.03 0.86 -0.40 1.48 4.25 ---
Oppenheimer Senior Floating Rate B -0.05 0.86 -0.96 2.14 4.95 6.36
Neuberger Berman Floating Rate Inc A LW 0.19 0.82 -0.61 1.53 4.70 ---
Neuberger Berman Floating Rate Inc A 0.19 0.82 -0.61 1.53 4.70 ---
Franklin Floating Rate Daily Access C -0.12 0.82 -0.63 1.50 4.14 4.46
Highland Floating Rate Opportunities Z 0.98 0.81 -1.81 4.50 11.95 9.64
Putnam Floating Rate Income A LW 0.09 0.79 -0.74 2.05 5.32 5.62
Putnam Floating Rate Income A 0.09 0.79 -0.74 2.05 5.32 5.62
PL Floating Rate Income C -0.16 0.78 -0.93 1.69 --- ---
Nuveen Symphony Floating Rate Income C 0.13 0.78 -0.87 1.94 6.34 ---
Eaton Vance Floating-Rate Advantage B -0.02 0.78 -0.95 1.74 5.32 6.73
Goldman Sachs High Yield Fl Rate R 0.27 0.77 -0.60 1.59 3.83 ---
BlackRock Floating Rate Income Inv C 0.05 0.77 -0.85 1.55 4.11 ---
Pioneer Floating Rate C -0.08 0.76 -0.65 1.43 3.77 4.36
Putnam Floating Rate Income M 0.09 0.75 -0.76 2.11 5.27 5.55
Virtus Senior Floating Rate C 0.15 0.74 -0.88 1.47 4.31 4.81
Oppenheimer Senior Floating Rate R -0.15 0.74 -0.92 2.43 --- ---
Fidelity Advisor® Floating Rate Hi Inc B 0.12 0.74 -0.81 1.41 3.19 3.93
Eaton Vance Floating Rate Adv -0.04 0.73 -0.65 1.53 4.40 5.36
RS Floating Rate K 0.00 0.72 -1.09 1.81 4.83 ---
Dunham Floating Rate Bond A Load Waived 0.28 0.71 -0.77 --- --- ---
Dunham Floating Rate Bond A 0.28 0.71 -0.77 --- --- ---
Eaton Vance Floating-Rate & Hi Inc B 0.14 0.69 -0.71 1.40 4.36 5.36
Eaton Vance Floating Rate A Load Waived -0.03 0.69 -0.60 1.59 4.42 5.38
Eaton Vance Floating Rate A -0.03 0.69 -0.60 1.59 4.42 5.38
BlackRock Floating Rate Income Inv C1 0.05 0.67 -0.81 1.72 4.39 ---
Oppenheimer Senior Floating Rate C -0.19 0.65 -1.14 1.78 4.97 6.44
Eaton Vance Floating-Rate Advantage C -0.03 0.64 -0.90 1.67 5.17 6.58
Putnam Floating Rate Income B -0.04 0.63 -0.91 1.84 5.07 5.34
JPMorgan Floating Rate Income C 0.12 0.61 -0.83 1.56 4.66 ---
PIMCO Senior Floating Rate C 0.31 0.60 -0.41 1.45 3.42 ---
Hartford Floating Rate C 0.13 0.60 -1.00 1.37 4.38 5.28
Eaton Vance Floating-Rate & Hi Inc C 0.14 0.58 -0.71 1.40 4.33 5.35
MainStay Floating Rate B 0.06 0.56 -0.82 1.25 3.46 3.96
Fidelity Advisor® Floating Rate Hi Inc C 0.10 0.55 -0.87 1.08 2.96 3.70
Hartford Floating Rate B 0.13 0.54 -1.03 1.30 4.34 5.21
Highland Floating Rate Opportunities A 0.82 0.53 -2.02 4.01 11.51 9.23
Highland Floating Rate Opportunitie A LW 0.82 0.53 -2.02 4.01 11.51 9.23
JHancock Floating Rate Income C -0.13 0.52 -1.14 1.38 4.13 5.02
RS Floating Rate C -0.12 0.50 -1.15 1.40 4.48 ---
Putnam Floating Rate Income R -0.04 0.48 -0.81 1.79 5.02 5.33
MainStay Floating Rate C -0.05 0.45 -0.82 1.14 3.42 3.96
First Investors Floating Rate Instl -0.13 0.45 -0.88 1.15 --- ---
JHancock Floating Rate Income B -0.02 0.43 -1.16 1.27 4.11 5.00
Goldman Sachs High Yield Fl Rate C 0.23 0.35 -0.73 0.98 3.32 ---
First Investors Floating Rate Advisor -0.14 0.31 -0.83 0.92 --- ---
Deutsche Floating Rate C -0.06 0.30 -1.04 0.91 4.04 4.78
Dunham Floating Rate Bond C 0.23 0.24 -0.89 --- --- ---
Putnam Floating Rate Income C -0.08 0.22 -0.93 1.28 4.50 4.82
Neuberger Berman Floating Rate Inc C 0.13 0.20 -0.79 0.68 3.92 ---
First Investors Floating Rate A -0.17 0.19 -0.90 0.81 --- ---
Highland Floating Rate Opportunities C 0.78 0.13 -2.14 3.51 10.96 8.69
Eaton Vance Floating Rate C -0.10 0.10 -0.84 0.88 3.66 4.59
Eaton Vance Floating Rate B -0.10 -0.01 -0.95 0.77 3.62 4.56
Sound Point Floating Rate Income Inv 0.00 --- -0.19 --- --- ---
Deutsche Floating Rate R6 --- --- --- --- --- ---
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