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.): 5.38% Expenses: 1.05%
Performance (1-mo.): 0.52% Total Assets: $2.67B
See all details for BFRAX »

BlackRock Secured Credit Portfolio (BMSAX)

Performance (1-yr.): 6.91% Expenses: 0.97%
Performance (1-mo.): 0.53% Total Assets: $227.08M
See all details for BMSAX »

Catalyst/Princeton Floating Rate Income Fund (CFRAX)

Performance (1-yr.): 8.53% Expenses: 1.59%
Performance (1-mo.): 0.73% Total Assets: $70.74M
See all details for CFRAX »

Columbia Floating Rate Fund (RFRAX)

Performance (1-yr.): 5.33% Expenses: 1.06%
Performance (1-mo.): 0.51% Total Assets: $1.11B
See all details for RFRAX »

Credit Suisse Floating Rate High Income Fund (CHIAX)

Performance (1-yr.): 4.78% Expenses: 0.95%
Performance (1-mo.): 0.45% Total Assets: $1.92B
See all details for CHIAX »

DoubleLine Floating Rate Fund (DBFRX)

Performance (1-yr.): 3.71% Expenses: 0.92%
Performance (1-mo.): 0.37% Total Assets: $350.94M
See all details for DBFRX »

Dreyfus Floating Rate Income Fund (DFLAX)

Performance (1-yr.): Expenses: 1.05%
Performance (1-mo.): 0.44% Total Assets: $523.25M
See all details for DFLAX »

Dunham Floating Rate Bond Fund (DAFRX)

Performance (1-yr.): Expenses: 1.76%
Performance (1-mo.): 0.44% Total Assets: $70.51M
See all details for DAFRX »

DWS Floating Rate Fund (DFRAX)

Performance (1-yr.): 4.42% Expenses: 1.07%
Performance (1-mo.): 0.53% Total Assets: $3.2B
See all details for DFRAX »

Eaton Vance Floating-Rate Advantage Fund (EAFAX)

Performance (1-yr.): 4.94% Expenses: 0.97%
Performance (1-mo.): 0.45% Total Assets: $7.19B
See all details for EAFAX »

Top Performing Bank Loan Funds As of 07.03.2014

Highland Floating Rate Opportunities Fund (HFRAX)

Total Return: 1.11%

Sound Point Floating Rate Income Fund (SPFLX)

Total Return: 0.92%

Catalyst/Princeton Floating Rate Income Fund (CFRAX)

Total Return: 0.73%

Highland Floating Rate Opportunities Fund (HFRAX)

Total Return: 9.75%

Catalyst/Princeton Floating Rate Income Fund (CFRAX)

Total Return: 8.53%

Sound Point Floating Rate Income Fund (SPFLX)

Total Return: 8.15%

Highland Floating Rate Opportunities Fund (HFRAX)

Total Return: 10.34%

Nuveen Symphony Floating Rate Income Fund (NFRAX)

Total Return: 7.35%

BlackRock Secured Credit Portfolio (BMSAX)

Total Return: 6.53%

* Annualized