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.): 7.67% | Expenses: 1.06% |
| Performance (1-mo.): 0.05% | Total Assets: $1.99B |
Catalyst/Princeton Floating Rate Income Fund (CFRAX)
| Performance (1-yr.): — | Expenses: 1.46% |
| Performance (1-mo.): 0.24% | Total Assets: $6.11M |
Columbia Floating Rate Fund (RFRAX)
| Performance (1-yr.): 8.72% | Expenses: 1.09% |
| Performance (1-mo.): 0.42% | Total Assets: $778.94M |
Credit Suisse Floating Rate High Income Fund (CHIAX)
| Performance (1-yr.): 7.84% | Expenses: 0.95% |
| Performance (1-mo.): 0.06% | Total Assets: $942.37M |
DoubleLine Floating Rate Fund (DBFRX)
| Performance (1-yr.): — | Expenses: 0.76% |
| Performance (1-mo.): 0.21% | Total Assets: $112.58M |
DWS Floating Rate Fund (DFRAX)
| Performance (1-yr.): 7.93% | Expenses: 1.06% |
| Performance (1-mo.): 0.02% | Total Assets: $2.62B |
Eaton Vance Floating-Rate Advantage Fund (EAFAX)
| Performance (1-yr.): 9.19% | Expenses: 1.01% |
| Performance (1-mo.): 0.20% | Total Assets: $5.28B |
Eaton Vance Floating Rate Fund (EVBLX)
| Performance (1-yr.): 7.09% | Expenses: 1.02% |
| Performance (1-mo.): 0.00% | Total Assets: $11.83B |
Eaton Vance Floating-Rate & High Income Fund (EVFHX)
| Performance (1-yr.): 8.18% | Expenses: 1.07% |
| Performance (1-mo.): 0.02% | Total Assets: $1.82B |
Fidelity Advisor Floating Rate High Income Fund (FFRAX)
| Performance (1-yr.): 6.20% | Expenses: 0.99% |
| Performance (1-mo.): 0.02% | Total Assets: $12.51B |
