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Data through 10/21/2014. 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 -0.84 0.96 -1.04 2.28 5.56 5.70
Sound Point Floating Rate Income Instl -0.48 3.56 -0.48 5.42 --- ---
Loomis Sayles Sr Floating Rate and F/I Y -0.68 3.05 -0.65 4.61 7.92 ---
Loomis Sayles Sr Floating Rate and F/I A -0.70 2.86 -0.62 4.45 7.68 ---
Loomis Sayles Sr Floating Rate and A LW -0.70 2.86 -0.62 4.45 7.68 ---
BlackRock Secured Credit Portfolio Instl -0.73 2.59 -0.12 4.00 6.45 ---
Guggenheim Floating Rate Strats Instl -0.58 2.44 -0.28 4.00 --- ---
BlackRock Secured Credit Portfolio Inv A -0.75 2.38 -0.09 3.74 6.18 ---
BlackRock Secured Credit Portfolio A LW -0.75 2.38 -0.09 3.74 6.18 ---
Metropolitan West Floating Rate Inc I -0.29 2.32 -0.15 3.90 --- ---
Loomis Sayles Sr Floating Rate and F/I C -0.76 2.31 -0.81 3.69 6.90 ---
Guggenheim Floating Rate Strategies A LW -0.60 2.24 -0.38 3.74 --- ---
Guggenheim Floating Rate Strategies A -0.60 2.24 -0.38 3.74 --- ---
Metropolitan West Floating Rate Inc M -0.41 2.16 -0.30 3.69 --- ---
Fidelity® Series Floating Rate High IncF -1.11 2.11 -1.05 3.67 7.30 ---
Fidelity® Series Floating Rate High Inc -1.12 2.02 -1.08 3.56 7.19 ---
First Trust Short Duration High Inc I -0.32 1.94 -0.27 3.40 --- ---
Voya Floating Rate P -0.40 1.85 -0.27 3.18 --- ---
Oppenheimer Senior Floating Rt Pls I -1.05 1.84 -1.27 3.75 --- ---
Catalyst/Princeton Floating Rt Inc I -1.29 1.81 -1.48 3.70 --- ---
Oppenheimer Senior Floating Rt Pls Y -1.06 1.80 -1.30 3.70 --- ---
BlackRock Secured Credit Portfolio Inv C -0.91 1.77 -0.37 2.97 5.39 ---
First Trust Short Duration High Inc A LW -0.39 1.70 -0.38 3.09 --- ---
First Trust Short Duration High Inc A -0.39 1.70 -0.38 3.09 --- ---
Catalyst/Princeton Floating Rt Inc A LW -1.31 1.64 -1.54 3.46 --- ---
Catalyst/Princeton Floating Rt Inc A -1.31 1.64 -1.54 3.46 --- ---
Guggenheim Floating Rate Strategies C -0.66 1.63 -0.52 2.99 --- ---
Oppenheimer Senior Floating Rt Pls A LW -1.08 1.57 -1.36 3.44 --- ---
Oppenheimer Senior Floating Rt Pls A -1.08 1.57 -1.36 3.44 --- ---
Payden Floating Rate Institutional -0.62 1.55 -0.72 --- --- ---
Hartford Floating Rate High Inc Y -1.39 1.52 -1.57 3.31 7.26 ---
Hartford Floating Rate High Inc R5 -1.39 1.52 -1.57 3.31 7.26 ---
Dreyfus Floating Rate Income Y -0.54 1.52 -0.46 2.79 --- ---
Dreyfus Floating Rate Income I -0.46 1.52 -0.46 2.79 --- ---
Credit Suisse Floating Rate Hi Inc Instl -0.66 1.52 -0.71 2.66 5.71 7.94
Invesco Floating Rate R5 -0.73 1.48 -0.70 2.94 6.55 6.71
Hartford Floating Rate High Inc I -1.39 1.48 -1.58 3.35 7.30 ---
Columbia Floating Rate I -1.06 1.48 -1.06 2.79 6.63 6.70
T. Rowe Price Instl Floating Rate -0.72 1.45 -0.77 2.68 5.47 5.67
Invesco Floating Rate Y -0.73 1.45 -0.83 2.92 6.46 6.65
T. Rowe Price Instl Floating Rate F -0.72 1.44 -0.70 2.55 5.42 ---
Columbia Floating Rate R5 -0.95 1.44 -1.06 2.74 6.60 6.65
Voya Floating Rate I -0.46 1.42 -0.44 2.51 5.74 ---
RidgeWorth Seix Floating RT High Inc I -0.74 1.40 -0.79 2.66 5.56 5.95
Prudential Floating Rate Income Z -0.77 1.39 -0.89 2.68 5.81 ---
Nuveen Symphony Floating Rate Income I -0.85 1.39 -0.81 3.10 8.05 ---
Columbia Floating Rate Z -1.07 1.39 -1.09 2.66 6.49 ---
Columbia Floating Rate R4 -0.96 1.39 -1.09 2.66 --- ---
Payden Floating Rate Investor -0.63 1.36 -0.75 --- --- ---
Credit Suisse Floating Rate Hi Inc A LW -0.53 1.33 -0.62 2.54 5.47 7.68
Credit Suisse Floating Rate Hi Inc A -0.53 1.33 -0.62 2.54 5.47 7.68
Transamerica Floating Rate I -0.56 1.32 -0.82 --- --- ---
PL Floating Rate Income Advisor -0.94 1.32 -0.97 2.68 --- ---
Lord Abbett Floating Rate I -0.87 1.32 -0.88 2.60 6.36 5.92
Voya Floating Rate W -0.46 1.31 -0.44 2.50 5.73 ---
Hartford Floating Rate High Inc R4 -1.41 1.29 -1.64 3.01 6.94 ---
Hartford Floating Rate High Inc A LW -1.41 1.29 -1.64 3.10 7.01 ---
Hartford Floating Rate High Inc A -1.41 1.29 -1.64 3.10 7.01 ---
Pioneer Floating Rate Y -0.70 1.27 -0.68 2.35 5.16 5.46
Pioneer Floating Rate K -0.70 1.27 -0.68 --- --- ---
Payden Floating Rate Adviser -0.68 1.26 -0.84 --- --- ---
Dreyfus Floating Rate Income A LW -0.66 1.26 -0.65 2.52 --- ---
Dreyfus Floating Rate Income A -0.66 1.26 -0.65 2.52 --- ---
Columbia Floating Rate W -0.98 1.26 -1.17 2.50 6.27 6.30
Oppenheimer Senior Floating Rate Y -0.84 1.25 -1.14 2.79 6.20 7.32
Invesco Floating Rate A Load Waived -0.88 1.25 -0.89 2.67 6.19 6.39
Invesco Floating Rate A -0.88 1.25 -0.89 2.67 6.19 6.39
Lord Abbett Floating Rate F -0.88 1.24 -1.00 2.41 6.24 5.80
Invesco Floating Rate R6 -0.86 1.24 -0.82 2.97 --- ---
BlackRock Floating Rate Income Instl -0.92 1.24 -1.07 2.48 5.47 ---
Columbia Floating Rate K -1.08 1.23 -1.13 2.47 6.34 6.37
Transamerica Floating Rate A LW -0.59 1.22 -0.78 --- --- ---
Transamerica Floating Rate A -0.59 1.22 -0.78 --- --- ---
PL Floating Rate Income I -0.94 1.22 -0.97 2.68 6.71 ---
Nuveen Symphony Floating Rate Income A -0.86 1.21 -0.87 2.81 7.78 ---
Nuveen Symphony Floating Rate Incom A LW -0.86 1.21 -0.87 2.81 7.78 ---
Prudential Floating Rate Income A LW -0.89 1.19 -1.06 2.43 5.52 ---
Prudential Floating Rate Income A -0.89 1.19 -1.06 2.43 5.52 ---
First Trust Short Duration High Inc C -0.41 1.18 -0.57 2.37 --- ---
Columbia Floating Rate A Load Waived -1.09 1.18 -1.15 2.41 6.23 6.30
Columbia Floating Rate A -1.09 1.18 -1.15 2.41 6.23 6.30
Virtus Senior Floating Rate I -0.79 1.17 -1.04 2.49 5.71 5.74
Lord Abbett Floating Rate A Load Waived -0.88 1.17 -1.02 2.30 6.12 5.68
Lord Abbett Floating Rate A -0.88 1.17 -1.02 2.30 6.12 5.68
Pioneer Floating Rate Z -0.72 1.16 -0.73 2.06 4.94 ---
Franklin Floating Rate Daily Access Adv -0.60 1.15 -0.59 2.26 5.17 5.04
JHancock Floating Rate Income NAV -0.98 1.14 -1.19 2.42 5.79 6.16
Voya Floating Rate A Load Waived -0.48 1.11 -0.50 2.15 5.48 ---
Voya Floating Rate A -0.48 1.11 -0.50 2.15 5.48 ---
T. Rowe Price Floating Rate -0.81 1.11 -0.96 2.13 4.61 ---
JHancock Floating Rate Income 1 -0.98 1.10 -1.20 2.48 5.77 6.11
Eaton Vance Floating-Rate & Hi Inc Inst -0.67 1.10 -0.78 2.30 5.71 6.31
PIMCO Senior Floating Rate Instl -0.49 1.09 -0.54 2.41 4.72 ---
Hartford Floating Rate High Inc R3 -1.44 1.07 -1.72 2.70 6.62 ---
RS Floating Rate Y -1.00 1.06 -1.19 2.54 6.06 ---
Oppenheimer Senior Floating Rate A LW -0.85 1.06 -1.20 2.54 5.92 7.02
Oppenheimer Senior Floating Rate A -0.85 1.06 -1.20 2.54 5.92 7.02
JHancock Floating Rate Income R6 -0.98 1.06 -1.21 2.31 5.67 ---
RidgeWorth Seix Floating RT High Inc A -0.88 1.04 -0.97 2.23 5.24 5.60
RidgeWorth Seix Floating RT High In A LW -0.88 1.04 -0.97 2.23 5.24 5.60
Oppenheimer Senior Floating Rt Pls C -1.05 1.04 -1.46 2.63 --- ---
Oppenheimer Senior Floating Rate I -0.83 1.04 -1.02 2.90 --- ---
T. Rowe Price Floating Rate Adv -0.82 1.03 -0.99 2.03 4.47 ---
PL Floating Rate Income A Load Waived -0.96 1.03 -1.13 2.32 --- ---
PL Floating Rate Income A -0.96 1.03 -1.13 2.32 --- ---
JHancock Floating Rate Income I -0.99 1.03 -1.12 2.39 5.68 6.06
PIMCO Senior Floating Rate P -0.50 1.02 -0.56 2.31 4.62 ---
Pioneer Floating Rate A Load Waived -0.73 1.00 -0.77 1.87 4.76 5.16
Pioneer Floating Rate A -0.73 1.00 -0.77 1.87 4.76 5.16
DoubleLine Floating Rate I -0.43 1.00 -0.58 2.07 --- ---
Catalyst/Princeton Floating Rt Inc C -1.28 1.00 -1.73 2.67 --- ---
BlackRock Floating Rate Income Inv A LW -0.86 1.00 -1.15 2.19 5.14 5.56
BlackRock Floating Rate Income Inv A -0.86 1.00 -1.15 2.19 5.14 5.56
Columbia Floating Rate R -1.11 0.99 -1.21 2.16 5.96 ---
Hartford Floating Rate I -0.99 0.98 -1.22 2.36 5.75 6.23
Virtus Senior Floating Rate A LW -0.81 0.97 -1.01 2.23 5.44 5.49
Virtus Senior Floating Rate A -0.81 0.97 -1.01 2.23 5.44 5.49
JPMorgan Floating Rate Income Select -0.82 0.94 -0.95 2.27 5.71 ---
Lord Abbett Floating Rate R3 -0.91 0.93 -0.99 2.11 5.86 5.42
Invesco Floating Rate R -0.90 0.93 -0.96 2.28 5.93 6.09
MainStay Floating Rate I -0.83 0.92 -1.03 1.98 4.71 4.94
JPMorgan Floating Rate Income R6 -0.91 0.92 -1.02 --- --- ---
Fidelity® Floating Rate High Income -0.95 0.92 -1.03 2.01 4.24 4.62
Eaton Vance Floating-Rate & Hi Inc A LW -0.73 0.92 -0.84 2.04 5.44 6.04
Eaton Vance Floating-Rate & Hi Inc A -0.73 0.92 -0.84 2.04 5.44 6.04
Voya Floating Rate R -0.51 0.91 -0.57 2.00 5.18 ---
Hartford Floating Rate Y -1.10 0.91 -1.32 2.31 5.75 6.27
SunAmerica Senior Floating Rate A LW -0.89 0.90 -1.11 2.13 5.22 5.70
SunAmerica Senior Floating Rate A -0.89 0.90 -1.11 2.13 5.22 5.70
Eaton Vance Floating-Rate & Hi Inc Adv -0.69 0.90 -0.85 2.04 5.48 6.08
Fidelity Advisor® Floating Rate Hi Inc I -0.85 0.88 -1.05 1.96 4.19 4.60
PIMCO Senior Floating Rate D -0.52 0.87 -0.61 2.10 4.41 ---
PIMCO Senior Floating Rate A LW -0.52 0.87 -0.61 2.11 4.41 ---
PIMCO Senior Floating Rate A -0.52 0.87 -0.61 2.11 4.41 ---
Hartford Floating Rate R5 -1.11 0.86 -1.33 2.24 5.68 6.17
Invesco Floating Rate C -0.80 0.84 -0.90 2.14 5.72 5.86
Franklin Floating Rate Daily Access A LW -0.63 0.84 -0.76 1.89 4.86 4.78
Franklin Floating Rate Daily Access A -0.63 0.84 -0.76 1.89 4.86 4.78
Eaton Vance Floating-Rate Advantage I -0.96 0.81 -1.16 2.25 6.32 7.25
DoubleLine Floating Rate N -0.55 0.80 -0.65 1.80 --- ---
Deutsche Floating Rate Institutional -0.84 0.80 -1.11 1.95 5.48 5.79
SunAmerica Senior Floating Rate C -0.79 0.78 -1.06 1.94 4.96 5.39
RS Floating Rate A Load Waived -1.02 0.77 -1.34 2.30 5.79 ---
RS Floating Rate A -1.02 0.77 -1.34 2.30 5.79 ---
MainStay Floating Rate Inv -0.84 0.76 -1.08 1.87 4.42 4.62
JHancock Floating Rate Income A LW -1.02 0.76 -1.30 1.93 5.27 5.64
JHancock Floating Rate Income A -1.02 0.76 -1.30 1.93 5.27 5.64
Hartford Floating Rate A Load Waived -1.02 0.76 -1.29 2.09 5.44 5.94
Hartford Floating Rate A -1.02 0.76 -1.29 2.09 5.44 5.94
Goldman Sachs High Yield Fl Rate Instl -0.89 0.76 -0.96 1.87 4.59 ---
Lord Abbett Floating Rate R2 -1.02 0.74 -1.12 1.90 5.71 5.41
Hartford Floating Rate R4 -1.13 0.74 -1.40 1.94 5.42 5.91
Hartford Floating Rate High Inc C -1.47 0.73 -1.82 2.24 6.21 ---
Credit Suisse Floating Rate Hi Inc C -0.59 0.73 -0.81 1.78 4.69 6.88
Credit Suisse Floating Rate Hi Inc B -0.73 0.73 -0.95 1.78 4.69 6.88
MainStay Floating Rate A Load Waived -0.85 0.72 -1.09 1.84 4.45 4.70
MainStay Floating Rate A -0.85 0.72 -1.09 1.84 4.45 4.70
Goldman Sachs High Yield Fl Rate IR -0.90 0.69 -0.98 1.88 4.52 ---
PIMCO Senior Floating Rate R -0.54 0.68 -0.68 1.85 4.15 ---
Fidelity Advisor® Floating Rate Hi Inc A -0.86 0.68 -1.10 1.72 3.94 4.34
Fidelity Advisor® Floating Rate Hi A LW -0.86 0.68 -1.10 1.72 3.94 4.34
Dunham Floating Rate Bond N -0.61 0.68 -1.01 --- --- ---
RidgeWorth Seix Floating RT High Inc C -0.82 0.67 -1.12 1.74 4.62 4.94
Neuberger Berman Floating Rate Inc Inst -0.77 0.64 -1.01 1.70 5.42 ---
JPMorgan Floating Rate Income A LW -0.85 0.64 -1.02 2.01 5.46 ---
JPMorgan Floating Rate Income A -0.85 0.64 -1.02 2.01 5.46 ---
Putnam Floating Rate Income Y -0.90 0.63 -1.13 2.30 5.91 5.77
Nuveen Symphony Floating Rate Income C -0.88 0.63 -1.06 2.08 6.95 ---
Oppenheimer Senior Floating Rate R -0.75 0.62 -1.15 2.42 --- ---
Lord Abbett Floating Rate C -0.94 0.61 -1.19 1.71 5.47 4.95
Fidelity Advisor® Floating Rate Hi Inc T -0.98 0.61 -1.13 1.63 3.84 4.25
Eaton Vance Floating-Rate Advantage Adv -0.98 0.60 -1.22 2.00 6.06 6.98
Eaton Vance Floating-Rate Advantage A LW -0.98 0.60 -1.31 2.00 6.05 6.98
Eaton Vance Floating-Rate Advantage A -0.98 0.60 -1.31 2.00 6.05 6.98
Dreyfus Floating Rate Income C -0.72 0.60 -0.91 1.65 --- ---
Deutsche Floating Rate S -0.95 0.60 -1.15 1.81 5.29 5.64
Deutsche Floating Rate A Load Waived -0.86 0.60 -1.18 1.66 5.16 5.46
Deutsche Floating Rate A -0.86 0.60 -1.18 1.66 5.16 5.46
Highland Floating Rate Opportunities Z -0.41 0.59 -2.66 4.63 12.37 9.66
Transamerica Floating Rate C -0.65 0.58 -0.98 --- --- ---
Prudential Floating Rate Income C -0.95 0.58 -1.24 1.66 4.72 ---
Columbia Floating Rate B -1.15 0.58 -1.34 1.65 5.44 5.53
Columbia Floating Rate C -1.15 0.57 -1.45 1.54 5.44 5.50
Putnam Floating Rate Income A LW -0.80 0.56 -1.08 2.04 5.69 5.51
Putnam Floating Rate Income A -0.80 0.56 -1.08 2.04 5.69 5.51
Oppenheimer Senior Floating Rate B -0.89 0.53 -1.32 2.02 5.31 6.37
Eaton Vance Floating Rate I -0.78 0.52 -0.92 1.67 4.94 5.55
Franklin Floating Rate Daily Access C -0.77 0.51 -0.86 1.48 4.45 4.34
Voya Floating Rate C -0.65 0.50 -0.79 1.38 4.60 ---
Goldman Sachs High Yield Fl Rate A LW -0.92 0.48 -1.05 1.63 4.23 ---
Goldman Sachs High Yield Fl Rate A -0.92 0.48 -1.05 1.63 4.23 ---
Oppenheimer Senior Floating Rate C -0.91 0.45 -1.27 1.78 5.32 6.45
Eaton Vance Floating Rate Adv -0.69 0.43 -0.98 1.53 4.68 5.29
Hartford Floating Rate R3 -1.15 0.42 -1.46 1.68 5.14 5.66
Eaton Vance Floating-Rate Advantage B -0.91 0.42 -1.30 1.75 5.72 6.63
Pioneer Floating Rate C -0.79 0.41 -0.94 1.13 3.98 4.35
Dunham Floating Rate Bond A Load Waived -0.73 0.41 -1.07 --- --- ---
Dunham Floating Rate Bond A -0.73 0.41 -1.07 --- --- ---
Putnam Floating Rate Income M -0.92 0.40 -1.20 1.99 5.60 5.44
Putnam Floating Rate Income B -0.93 0.40 -1.13 1.84 5.44 5.25
Eaton Vance Floating-Rate & Hi Inc B -0.75 0.40 -1.04 1.28 4.69 5.27
Eaton Vance Floating Rate A Load Waived -0.66 0.40 -0.92 1.49 4.69 5.29
Eaton Vance Floating Rate A -0.66 0.40 -0.92 1.49 4.69 5.29
BlackRock Floating Rate Income Inv C -0.92 0.39 -1.34 1.42 4.39 ---
PL Floating Rate Income C -1.03 0.38 -1.32 1.58 --- ---
BlackRock Floating Rate Income Inv C1 -0.91 0.38 -1.29 1.62 4.67 ---
Virtus Senior Floating Rate C -0.87 0.36 -1.29 1.46 4.65 4.70
RS Floating Rate K -1.07 0.35 -1.48 1.81 5.26 ---
Neuberger Berman Floating Rate Inc A LW -0.80 0.35 -1.10 1.33 5.03 ---
Neuberger Berman Floating Rate Inc A -0.80 0.35 -1.10 1.33 5.03 ---
Highland Floating Rate Opportunities A -0.57 0.32 -2.75 4.14 11.97 9.28
Highland Floating Rate Opportunitie A LW -0.57 0.32 -2.75 4.14 11.97 9.28
PIMCO Senior Floating Rate C -0.58 0.31 -0.80 1.35 3.64 ---
Eaton Vance Floating-Rate & Hi Inc C -0.75 0.29 -1.04 1.28 4.70 5.28
Goldman Sachs High Yield Fl Rate R -0.84 0.28 -1.11 1.37 3.97 ---
Fidelity Advisor® Floating Rate Hi Inc B -1.01 0.26 -1.23 1.19 3.40 3.80
Putnam Floating Rate Income R -0.94 0.25 -1.14 1.79 5.39 5.25
First Investors Floating Rate Instl -0.93 0.24 -1.08 0.74 --- ---
RS Floating Rate C -1.09 0.23 -1.44 1.49 4.98 ---
JHancock Floating Rate Income C -1.07 0.22 -1.47 1.36 4.57 4.91
JPMorgan Floating Rate Income C -0.98 0.20 -1.23 1.45 4.92 ---
Eaton Vance Floating-Rate Advantage C -1.02 0.19 -1.35 1.49 5.54 6.46
Fidelity Advisor® Floating Rate Hi Inc C -0.92 0.18 -1.19 1.06 3.20 3.56
MainStay Floating Rate B -0.80 0.16 -1.26 1.11 3.68 3.87
First Investors Floating Rate Advisor -0.95 0.11 -1.13 0.82 --- ---
Hartford Floating Rate C -1.19 0.06 -1.58 1.23 4.63 5.14
MainStay Floating Rate C -0.90 0.05 -1.26 1.00 3.64 3.84
Deutsche Floating Rate C -0.91 0.04 -1.36 1.01 4.37 4.71
Hartford Floating Rate B -1.19 0.03 -1.58 1.19 4.60 5.10
JHancock Floating Rate Income B -1.08 0.02 -1.50 1.15 4.48 4.85
Putnam Floating Rate Income C -0.87 -0.01 -1.27 1.28 4.87 4.73
First Investors Floating Rate A -0.97 -0.02 -1.10 0.51 --- ---
Highland Floating Rate Opportunities C -0.48 -0.07 -2.87 3.63 11.43 8.74
Dunham Floating Rate Bond C -0.78 -0.07 -1.29 --- --- ---
Goldman Sachs High Yield Fl Rate C -0.98 -0.12 -1.24 0.77 3.46 ---
Eaton Vance Floating Rate C -0.76 -0.18 -1.17 0.77 3.94 4.52
Neuberger Berman Floating Rate Inc C -0.86 -0.26 -1.29 0.58 4.24 ---
Eaton Vance Floating Rate B -0.87 -0.29 -1.17 0.66 3.90 4.50
Sound Point Floating Rate Income Inv -0.48 --- -0.48 --- --- ---
Deutsche Floating Rate R6 --- --- --- --- --- ---
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