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Data through 10/23/2014. 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 -0.58 1.11 -0.91 2.33 5.61 5.71
Sound Point Floating Rate Income Instl -0.38 3.66 -0.38 5.52 --- ---
Loomis Sayles Sr Floating Rate and F/I Y -0.59 3.25 -0.46 4.72 7.99 ---
Loomis Sayles Sr Floating Rate and F/I A -0.51 3.06 -0.43 4.45 7.75 ---
Loomis Sayles Sr Floating Rate and A LW -0.51 3.06 -0.43 4.45 7.75 ---
BlackRock Secured Credit Portfolio Instl -0.25 2.82 0.08 4.11 6.53 ---
BlackRock Secured Credit Portfolio Inv A -0.27 2.61 0.01 3.95 6.26 ---
BlackRock Secured Credit Portfolio A LW -0.27 2.61 0.01 3.95 6.26 ---
Guggenheim Floating Rate Strats Instl -0.35 2.59 -0.16 3.99 --- ---
Loomis Sayles Sr Floating Rate and F/I C -0.57 2.50 -0.62 3.70 6.96 ---
Metropolitan West Floating Rate Inc I -0.10 2.44 -0.15 3.79 --- ---
Guggenheim Floating Rate Strategies A LW -0.37 2.38 -0.26 3.70 --- ---
Guggenheim Floating Rate Strategies A -0.37 2.38 -0.26 3.70 --- ---
Fidelity® Series Floating Rate High IncF -0.80 2.35 -0.85 3.79 7.39 ---
Metropolitan West Floating Rate Inc M -0.22 2.28 -0.20 3.59 --- ---
Fidelity® Series Floating Rate High Inc -0.81 2.26 -0.88 3.68 7.27 ---
Catalyst/Princeton Floating Rt Inc I -0.91 2.11 -1.29 3.80 --- ---
First Trust Short Duration High Inc I 0.02 2.04 -0.27 3.40 --- ---
BlackRock Secured Credit Portfolio Inv C -0.43 1.99 -0.17 3.08 5.47 ---
Oppenheimer Senior Floating Rt Pls I -0.85 1.97 -1.18 3.75 --- ---
Oppenheimer Senior Floating Rt Pls Y -0.86 1.93 -1.20 3.71 --- ---
Catalyst/Princeton Floating Rt Inc A LW -0.83 1.93 -1.35 3.56 --- ---
Catalyst/Princeton Floating Rt Inc A -0.83 1.93 -1.35 3.56 --- ---
Voya Floating Rate P -0.33 1.88 -0.27 3.08 --- ---
First Trust Short Duration High Inc A LW -0.01 1.85 -0.33 3.14 --- ---
First Trust Short Duration High Inc A -0.01 1.85 -0.33 3.14 --- ---
Guggenheim Floating Rate Strategies C -0.43 1.77 -0.40 2.95 --- ---
Hartford Floating Rate High Inc R5 -1.01 1.76 -1.34 3.46 7.34 ---
Hartford Floating Rate High Inc Y -1.01 1.75 -1.34 3.46 7.34 ---
Hartford Floating Rate High Inc I -1.01 1.71 -1.35 3.40 7.39 ---
Oppenheimer Senior Floating Rt Pls A LW -0.88 1.70 -1.17 3.44 --- ---
Oppenheimer Senior Floating Rt Pls A -0.88 1.70 -1.17 3.44 --- ---
Credit Suisse Floating Rate Hi Inc Instl -0.36 1.69 -0.57 2.80 5.77 7.89
Dreyfus Floating Rate Income Y -0.30 1.68 -0.38 2.87 --- ---
Dreyfus Floating Rate Income I -0.30 1.68 -0.38 2.87 --- ---
T. Rowe Price Instl Floating Rate -0.42 1.67 -0.58 2.79 5.55 5.70
Payden Floating Rate Institutional -0.32 1.65 -0.62 --- --- ---
Invesco Floating Rate R5 -0.48 1.63 -0.57 3.08 6.60 6.72
Invesco Floating Rate Y -0.48 1.61 -0.58 3.05 6.51 6.64
Columbia Floating Rate I -0.75 1.61 -0.95 2.79 6.67 6.70
Dreyfus Floating Rate Income A LW -0.26 1.59 -0.33 2.68 --- ---
Dreyfus Floating Rate Income A -0.26 1.59 -0.33 2.68 --- ---
Columbia Floating Rate R5 -0.75 1.58 -0.95 2.74 6.65 6.67
T. Rowe Price Instl Floating Rate F -0.43 1.57 -0.61 2.56 5.46 ---
Voya Floating Rate I -0.29 1.54 -0.34 2.51 5.78 ---
RidgeWorth Seix Floating RT High Inc I -0.52 1.53 -0.79 2.66 5.61 5.94
Hartford Floating Rate High Inc R4 -1.04 1.53 -1.41 3.15 7.02 ---
Hartford Floating Rate High Inc A LW -1.04 1.52 -1.41 3.14 7.09 ---
Hartford Floating Rate High Inc A -1.04 1.52 -1.41 3.14 7.09 ---
Columbia Floating Rate Z -0.76 1.52 -0.98 2.67 6.54 ---
Columbia Floating Rate R4 -0.76 1.52 -0.98 2.67 --- ---
Prudential Floating Rate Income Z -0.57 1.51 -0.80 2.78 5.85 ---
Nuveen Symphony Floating Rate Income I -0.56 1.48 -0.81 3.10 8.08 ---
BlackRock Floating Rate Income Instl -0.54 1.47 -0.88 2.59 5.55 ---
Payden Floating Rate Investor -0.34 1.46 -0.65 --- --- ---
Lord Abbett Floating Rate I -0.66 1.46 -0.77 2.60 6.40 5.91
Transamerica Floating Rate I -0.39 1.44 -0.72 --- --- ---
Pioneer Floating Rate K -0.43 1.44 -0.53 --- --- ---
Voya Floating Rate W -0.38 1.43 -0.34 2.50 5.77 ---
Pioneer Floating Rate Y -0.43 1.43 -0.53 2.35 5.22 5.48
Columbia Floating Rate A Load Waived -0.67 1.43 -1.04 2.53 6.31 6.34
Columbia Floating Rate A -0.67 1.43 -1.04 2.53 6.31 6.34
PL Floating Rate Income I -0.65 1.42 -0.87 2.68 6.78 ---
PL Floating Rate Income Advisor -0.74 1.41 -0.87 2.68 --- ---
Invesco Floating Rate A Load Waived -0.50 1.41 -0.77 2.67 6.25 6.37
Invesco Floating Rate A -0.50 1.41 -0.77 2.67 6.25 6.37
Oppenheimer Senior Floating Rate Y -0.59 1.40 -0.90 2.91 6.26 7.31
Columbia Floating Rate W -0.79 1.39 -1.06 2.50 6.32 6.32
Lord Abbett Floating Rate F -0.67 1.38 -0.90 2.41 6.29 5.81
Invesco Floating Rate R6 -0.49 1.37 -0.70 2.97 --- ---
Payden Floating Rate Adviser -0.38 1.36 -0.74 --- --- ---
Columbia Floating Rate K -0.77 1.36 -1.02 2.48 6.39 6.39
Credit Suisse Floating Rate Hi Inc A LW -0.52 1.35 -0.62 2.39 5.48 7.59
Credit Suisse Floating Rate Hi Inc A -0.52 1.35 -0.62 2.39 5.48 7.59
T. Rowe Price Floating Rate -0.51 1.33 -0.76 2.23 4.69 ---
First Trust Short Duration High Inc C -0.07 1.33 -0.47 2.42 --- ---
Pioneer Floating Rate Z -0.45 1.32 -0.58 2.21 4.99 ---
Prudential Floating Rate Income A LW -0.59 1.31 -0.96 2.43 5.55 ---
Prudential Floating Rate Income A -0.59 1.31 -0.96 2.43 5.55 ---
Nuveen Symphony Floating Rate Income A -0.58 1.31 -0.86 2.82 7.81 ---
Nuveen Symphony Floating Rate Incom A LW -0.58 1.31 -0.86 2.82 7.81 ---
Virtus Senior Floating Rate I -0.48 1.30 -0.94 2.49 5.75 5.73
Lord Abbett Floating Rate A Load Waived -0.68 1.30 -0.92 2.41 6.17 5.69
Lord Abbett Floating Rate A -0.68 1.30 -0.92 2.41 6.17 5.69
Hartford Floating Rate High Inc R3 -1.06 1.30 -1.49 2.84 6.70 ---
RidgeWorth Seix Floating RT High Inc A -0.55 1.29 -0.86 2.35 5.33 5.64
RidgeWorth Seix Floating RT High In A LW -0.55 1.29 -0.86 2.35 5.33 5.64
JHancock Floating Rate Income NAV -0.68 1.28 -1.08 2.53 5.83 6.18
T. Rowe Price Floating Rate Adv -0.52 1.25 -0.79 2.13 4.54 ---
Transamerica Floating Rate A LW -0.41 1.24 -0.79 --- --- ---
Transamerica Floating Rate A -0.41 1.24 -0.79 --- --- ---
JHancock Floating Rate Income 1 -0.69 1.24 -1.09 2.48 5.82 6.13
Eaton Vance Floating-Rate & Hi Inc Inst -0.45 1.24 -0.78 2.31 5.75 6.33
Voya Floating Rate A Load Waived -0.40 1.23 -0.41 2.25 5.52 ---
Voya Floating Rate A -0.40 1.23 -0.41 2.25 5.52 ---
PL Floating Rate Income A Load Waived -0.67 1.22 -0.94 2.42 --- ---
PL Floating Rate Income A -0.67 1.22 -0.94 2.42 --- ---
BlackRock Floating Rate Income Inv A LW -0.57 1.22 -0.86 2.29 5.22 5.56
BlackRock Floating Rate Income Inv A -0.57 1.22 -0.86 2.29 5.22 5.56
Invesco Floating Rate R -0.52 1.21 -0.70 2.55 6.03 6.14
Hartford Floating Rate Y -0.77 1.20 -1.06 2.46 5.85 6.29
Catalyst/Princeton Floating Rt Inc C -0.99 1.20 -1.63 2.67 --- ---
RS Floating Rate Y -0.72 1.19 -1.09 2.54 6.11 ---
PIMCO Senior Floating Rate Instl -0.30 1.19 -0.44 2.51 4.76 ---
JHancock Floating Rate Income R6 -0.68 1.19 -1.10 2.42 5.72 ---
Franklin Floating Rate Daily Access Adv -0.51 1.18 -0.59 2.15 5.17 5.04
Pioneer Floating Rate A Load Waived -0.46 1.17 -0.62 2.02 4.81 5.16
Pioneer Floating Rate A -0.46 1.17 -0.62 2.02 4.81 5.16
Oppenheimer Senior Floating Rt Pls C -0.85 1.17 -1.37 2.74 --- ---
JHancock Floating Rate Income I -0.69 1.16 -1.11 2.39 5.73 6.06
Hartford Floating Rate R5 -0.78 1.15 -1.08 2.39 5.78 6.22
Hartford Floating Rate I -0.89 1.15 -1.07 2.39 5.81 6.22
Fidelity® Floating Rate High Income -0.63 1.15 -0.82 2.13 4.32 4.67
JPMorgan Floating Rate Income Select -0.52 1.14 -0.85 2.37 5.78 ---
PIMCO Senior Floating Rate P -0.31 1.12 -0.47 2.41 4.65 ---
JPMorgan Floating Rate Income R6 -0.51 1.12 -0.82 --- --- ---
Columbia Floating Rate R -0.80 1.12 -1.21 2.17 6.01 ---
Fidelity Advisor® Floating Rate Hi Inc I -0.54 1.11 -0.84 2.08 4.27 4.63
DoubleLine Floating Rate I -0.23 1.11 -0.48 2.07 --- ---
Virtus Senior Floating Rate A LW -0.50 1.09 -0.90 2.23 5.48 5.46
Virtus Senior Floating Rate A -0.50 1.09 -0.90 2.23 5.48 5.46
Oppenheimer Senior Floating Rate A LW -0.73 1.08 -1.08 2.54 5.93 6.99
Oppenheimer Senior Floating Rate A -0.73 1.08 -1.08 2.54 5.93 6.99
Lord Abbett Floating Rate R3 -0.59 1.06 -0.89 2.11 5.90 5.43
MainStay Floating Rate I -0.62 1.05 -0.92 2.09 4.75 4.95
SunAmerica Senior Floating Rate A LW -0.65 1.04 -0.99 2.25 5.27 5.66
SunAmerica Senior Floating Rate A -0.65 1.04 -0.99 2.25 5.27 5.66
Oppenheimer Senior Floating Rate I -0.71 1.04 -1.02 2.90 --- ---
Eaton Vance Floating-Rate & Hi Inc Adv -0.36 1.04 -0.73 2.17 5.53 6.07
Eaton Vance Floating-Rate & Hi Inc A LW -0.42 1.04 -0.84 2.05 5.49 6.06
Eaton Vance Floating-Rate & Hi Inc A -0.42 1.04 -0.84 2.05 5.49 6.06
Voya Floating Rate R -0.43 1.03 -0.47 2.00 5.23 ---
Hartford Floating Rate R4 -0.80 1.02 -1.15 2.09 5.51 5.93
Eaton Vance Floating-Rate Advantage I -0.69 1.01 -0.97 2.35 6.39 7.26
DoubleLine Floating Rate N -0.25 1.01 -0.55 1.90 --- ---
RS Floating Rate A Load Waived -0.64 0.99 -1.14 2.30 5.87 ---
RS Floating Rate A -0.64 0.99 -1.14 2.30 5.87 ---
Invesco Floating Rate C -0.55 0.99 -0.78 2.28 5.77 5.85
Goldman Sachs High Yield Fl Rate Instl -0.49 0.99 -0.76 1.97 4.66 ---
Lord Abbett Floating Rate R2 -0.60 0.98 -0.91 2.01 5.80 5.42
PIMCO Senior Floating Rate D -0.32 0.97 -0.52 2.21 4.45 ---
PIMCO Senior Floating Rate A LW -0.32 0.97 -0.52 2.21 4.45 ---
PIMCO Senior Floating Rate A -0.32 0.97 -0.52 2.21 4.45 ---
Franklin Floating Rate Daily Access A LW -0.54 0.97 -0.65 1.90 4.91 4.78
Franklin Floating Rate Daily Access A -0.54 0.97 -0.65 1.90 4.91 4.78
Hartford Floating Rate High Inc C -1.10 0.96 -1.69 2.38 6.29 ---
Hartford Floating Rate A Load Waived -0.91 0.93 -1.14 2.12 5.50 5.96
Hartford Floating Rate A -0.91 0.93 -1.14 2.12 5.50 5.96
Fidelity Advisor® Floating Rate Hi Inc A -0.55 0.92 -0.89 1.84 4.01 4.38
Fidelity Advisor® Floating Rate Hi A LW -0.55 0.92 -0.89 1.84 4.01 4.38
Dreyfus Floating Rate Income C -0.32 0.92 -0.59 1.89 --- ---
Goldman Sachs High Yield Fl Rate IR -0.50 0.91 -0.78 1.99 4.60 ---
Deutsche Floating Rate Institutional -0.64 0.91 -1.01 1.95 5.52 5.77
MainStay Floating Rate Inv -0.63 0.89 -0.97 1.87 4.46 4.64
JHancock Floating Rate Income A LW -0.72 0.89 -1.19 2.05 5.32 5.64
JHancock Floating Rate Income A -0.72 0.89 -1.19 2.05 5.32 5.64
Neuberger Berman Floating Rate Inc Inst -0.47 0.87 -0.81 1.81 5.50 ---
MainStay Floating Rate A Load Waived -0.64 0.84 -0.98 1.83 4.49 4.70
MainStay Floating Rate A -0.64 0.84 -0.98 1.83 4.49 4.70
JPMorgan Floating Rate Income A LW -0.55 0.84 -0.92 2.11 5.53 ---
JPMorgan Floating Rate Income A -0.55 0.84 -0.92 2.11 5.53 ---
Fidelity Advisor® Floating Rate Hi Inc T -0.66 0.84 -0.92 1.74 3.92 4.30
Deutsche Floating Rate S -0.54 0.82 -0.93 1.92 5.37 5.64
Eaton Vance Floating-Rate Advantage A LW -0.71 0.81 -1.04 2.09 6.13 6.99
Eaton Vance Floating-Rate Advantage A -0.71 0.81 -1.04 2.09 6.13 6.99
Columbia Floating Rate C -0.74 0.81 -1.23 1.65 5.52 5.55
SunAmerica Senior Floating Rate C -0.67 0.80 -1.06 1.82 4.97 5.35
RidgeWorth Seix Floating RT High Inc C -0.60 0.80 -1.01 1.75 4.66 4.96
PIMCO Senior Floating Rate R -0.34 0.78 -0.58 1.96 4.19 ---
Dunham Floating Rate Bond N -0.41 0.78 -0.91 --- --- ---
Putnam Floating Rate Income Y -0.67 0.75 -0.91 2.30 5.95 5.76
Lord Abbett Floating Rate C -0.73 0.74 -0.98 1.72 5.51 4.96
Credit Suisse Floating Rate Hi Inc C -0.58 0.74 -0.81 1.63 4.69 6.79
Credit Suisse Floating Rate Hi Inc B -0.58 0.74 -0.95 1.63 4.70 6.80
Eaton Vance Floating-Rate Advantage Adv -0.71 0.72 -1.13 2.00 6.10 6.98
Goldman Sachs High Yield Fl Rate A LW -0.52 0.71 -0.85 1.74 4.31 ---
Goldman Sachs High Yield Fl Rate A -0.52 0.71 -0.85 1.74 4.31 ---
Prudential Floating Rate Income C -0.75 0.70 -1.14 1.66 4.76 ---
Hartford Floating Rate R3 -0.82 0.70 -1.21 1.83 5.23 5.68
Deutsche Floating Rate A Load Waived -0.64 0.70 -1.07 1.66 5.19 5.45
Deutsche Floating Rate A -0.64 0.70 -1.07 1.66 5.19 5.45
Columbia Floating Rate B -0.84 0.70 -1.23 1.65 5.48 5.55
Transamerica Floating Rate C -0.48 0.69 -0.89 --- --- ---
Nuveen Symphony Floating Rate Income C -0.69 0.68 -1.06 2.03 6.97 ---
Oppenheimer Senior Floating Rate B -0.65 0.67 -1.20 2.02 5.36 6.36
Eaton Vance Floating Rate I -0.56 0.66 -0.80 1.79 4.98 5.55
Franklin Floating Rate Daily Access C -0.57 0.65 -0.75 1.49 4.49 4.36
Voya Floating Rate C -0.47 0.62 -0.69 1.48 4.64 ---
Oppenheimer Senior Floating Rate R -0.63 0.62 -1.15 2.30 --- ---
Highland Floating Rate Opportunities Z -0.04 0.61 -2.30 4.36 12.37 9.68
PL Floating Rate Income C -0.74 0.58 -1.13 1.68 --- ---
Pioneer Floating Rate C -0.52 0.57 -0.80 1.27 4.03 4.34
BlackRock Floating Rate Income Inv C1 -0.62 0.57 -1.00 1.72 4.74 ---
RS Floating Rate K -0.69 0.56 -1.28 1.81 5.34 ---
Putnam Floating Rate Income A LW -0.69 0.56 -1.08 2.04 5.69 5.51
Putnam Floating Rate Income A -0.69 0.56 -1.08 2.04 5.69 5.51
Neuberger Berman Floating Rate Inc A LW -0.50 0.56 -0.91 1.43 5.11 ---
Neuberger Berman Floating Rate Inc A -0.50 0.56 -0.91 1.43 5.11 ---
Eaton Vance Floating Rate Adv -0.58 0.56 -0.86 1.53 4.72 5.29
Eaton Vance Floating-Rate Advantage B -0.73 0.53 -1.21 1.75 5.76 6.64
Eaton Vance Floating-Rate & Hi Inc B -0.42 0.53 -0.92 1.40 4.73 5.29
Putnam Floating Rate Income M -0.70 0.52 -0.98 1.99 5.64 5.44
Putnam Floating Rate Income B -0.71 0.52 -1.02 1.84 5.48 5.25
Goldman Sachs High Yield Fl Rate R -0.44 0.51 -0.91 1.48 4.05 ---
Dunham Floating Rate Bond A Load Waived -0.53 0.51 -1.07 --- --- ---
Dunham Floating Rate Bond A -0.53 0.51 -1.07 --- --- ---
BlackRock Floating Rate Income Inv C -0.72 0.51 -1.14 1.43 4.43 ---
Fidelity Advisor® Floating Rate Hi Inc B -0.69 0.49 -1.02 1.31 3.47 3.82
Virtus Senior Floating Rate C -0.56 0.48 -1.19 1.47 4.69 4.69
Oppenheimer Senior Floating Rate C -0.79 0.47 -1.26 1.78 5.32 6.42
Highland Floating Rate Opportunities A 0.06 0.46 -2.38 4.01 12.03 9.33
Highland Floating Rate Opportunitie A LW 0.06 0.46 -2.38 4.01 12.03 9.33
Eaton Vance Floating-Rate & Hi Inc C -0.42 0.42 -0.92 1.40 4.75 5.27
Eaton Vance Floating Rate A Load Waived -0.55 0.42 -0.91 1.49 4.70 5.29
Eaton Vance Floating Rate A -0.55 0.42 -0.91 1.49 4.70 5.29
PIMCO Senior Floating Rate C -0.38 0.40 -0.70 1.45 3.67 ---
JPMorgan Floating Rate Income C -0.58 0.40 -1.03 1.56 4.99 ---
Eaton Vance Floating-Rate Advantage C -0.75 0.40 -1.16 1.58 5.61 6.47
Putnam Floating Rate Income R -0.60 0.37 -1.03 1.79 5.43 5.24
RS Floating Rate C -0.81 0.35 -1.34 1.49 5.02 ---
JHancock Floating Rate Income C -0.77 0.35 -1.36 1.37 4.62 4.91
First Investors Floating Rate Instl -0.63 0.35 -0.98 0.95 --- ---
Hartford Floating Rate C -0.86 0.33 -1.33 1.37 4.73 5.18
Fidelity Advisor® Floating Rate Hi Inc C -0.71 0.30 -1.08 1.07 3.24 3.59
MainStay Floating Rate B -0.59 0.28 -1.05 1.11 3.72 3.89
Hartford Floating Rate B -0.86 0.27 -1.36 1.30 4.68 5.12
JHancock Floating Rate Income B -0.78 0.26 -1.28 1.26 4.56 4.87
First Investors Floating Rate Advisor -0.65 0.21 -1.03 0.92 --- ---
MainStay Floating Rate C -0.69 0.17 -1.16 1.00 3.68 3.86
Deutsche Floating Rate C -0.64 0.15 -1.25 1.02 4.41 4.68
Dunham Floating Rate Bond C -0.48 0.13 -1.09 --- --- ---
Putnam Floating Rate Income C -0.64 0.10 -1.16 1.28 4.91 4.73
Goldman Sachs High Yield Fl Rate C -0.58 0.10 -1.13 0.87 3.53 ---
First Investors Floating Rate A -0.77 -0.02 -1.10 0.61 --- ---
Neuberger Berman Floating Rate Inc C -0.57 -0.04 -1.09 0.68 4.32 ---
Eaton Vance Floating Rate C -0.54 -0.05 -1.05 0.77 3.98 4.51
Highland Floating Rate Opportunities C -0.11 -0.06 -2.63 3.37 11.44 8.77
Eaton Vance Floating Rate B -0.65 -0.16 -1.05 0.77 3.94 4.52
Sound Point Floating Rate Income Inv -0.38 --- -0.38 --- --- ---
Deutsche Floating Rate R6 --- --- --- --- --- ---
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