Bank Loan

Bank-loan portfolios primarily invest in floating-rate bank loans instead of bonds. In exchange for their credit risk, these loans offer high interest payments that typically float above a common short-term benchmark such as the London interbank offered rate, or LIBOR. Morningstar®

BlackRock Floating Rate Income Fund (BFRAX)

Performance (1-yr.): 4.52% Expenses: 1.05%
Performance (1-mo.): 0.09% Total Assets: $2.81B
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BlackRock Secured Credit Portfolio (BMSAX)

Performance (1-yr.): 5.53% Expenses: 0.97%
Performance (1-mo.): 0.49% Total Assets: $178.78M
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Catalyst/Princeton Floating Rate Income Fund (CFRAX)

Performance (1-yr.): 7.78% Expenses: 1.59%
Performance (1-mo.): 0.73% Total Assets: $56.41M
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Columbia Floating Rate Fund (RFRAX)

Performance (1-yr.): 5.23% Expenses: 1.06%
Performance (1-mo.): 0.39% Total Assets: $1.17B
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Credit Suisse Floating Rate High Income Fund (CHIAX)

Performance (1-yr.): 4.22% Expenses: 1.04%
Performance (1-mo.): 0.17% Total Assets: $1.87B
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DoubleLine Floating Rate Fund (DBFRX)

Performance (1-yr.): 3.52% Expenses: 0.92%
Performance (1-mo.): 0.08% Total Assets: $365.99M
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Dreyfus Floating Rate Income Fund (DFLAX)

Performance (1-yr.): Expenses: 1.05%
Performance (1-mo.): 0.23% Total Assets: $375.2M
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Dunham Floating Rate Bond Fund (DAFRX)

Performance (1-yr.): Expenses: 1.76%
Performance (1-mo.): 0.16% Total Assets: $60.19M
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DWS Floating Rate Fund (DFRAX)

Performance (1-yr.): 4.15% Expenses: 1.07%
Performance (1-mo.): 0.21% Total Assets: $3.38B
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Eaton Vance Floating-Rate Advantage Fund (EAFAX)

Performance (1-yr.): 4.72% Expenses: 1.19%
Performance (1-mo.): 0.05% Total Assets: $7.72B
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Top Performing Bank Loan Funds As of 03.05.2014

Highland Floating Rate Opportunities Fund (HFRAX)

Total Return: 1.15%

Catalyst/Princeton Floating Rate Income Fund (CFRAX)

Total Return: 0.73%

First Trust Short Duration High Income Fund (FDHAX)

Total Return: 0.65%

Highland Floating Rate Opportunities Fund (HFRAX)

Total Return: 14.70%

Catalyst/Princeton Floating Rate Income Fund (CFRAX)

Total Return: 7.78%

Invesco Senior Loan Fund (VSLAX)

Total Return: 7.58%

Highland Floating Rate Opportunities Fund (HFRAX)

Total Return: 10.49%

Invesco Senior Loan Fund (VSLAX)

Total Return: 7.25%

ING Senior Income Fund (XSIAX)

Total Return: 6.59%

* Annualized