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®

Eaton Vance Floating Rate Fund (EVBLX)

Performance (1-yr.): 3.88% Expenses: 0.99%
Performance (1-mo.): 0.04% Total Assets: $15.38B
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Eaton Vance Floating-Rate & High Income Fund (EVFHX)

Performance (1-yr.): 4.46% Expenses: 1.07%
Performance (1-mo.): 0.27% Total Assets: $2.59B
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Fidelity® Floating Rate High Income Fund (FFRAX)

Performance (1-yr.): 3.54% Expenses: 0.99%
Performance (1-mo.): 0.22% Total Assets: $16.54B
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Fidelity® Series Floating Rate High IncFd (FFHCX)

Performance (1-yr.): 5.69% Expenses: 0.72%
Performance (1-mo.): 0.32% Total Assets: $1.49B
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First Investors Floating Rate Fund (FRFNX)

Performance (1-yr.): Expenses: 0.70%
Performance (1-mo.): 0.03% Total Assets: $64.7M
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First Trust Short Duration High Income Fund (FDHAX)

Performance (1-yr.): 5.98% Expenses: 1.25%
Performance (1-mo.): 0.65% Total Assets: $139.41M
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Franklin Floating Rate Daily Access Fund (FAFRX)

Performance (1-yr.): 3.99% Expenses: 0.85%
Performance (1-mo.): 0.04% Total Assets: $5.52B
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Goldman Sachs High Yield Floating Rate (GFRAX)

Performance (1-yr.): 3.72% Expenses: 1.04%
Performance (1-mo.): 0.26% Total Assets: $4.07B
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Guggenheim Floating Rate Strategies Fund (GIFAX)

Performance (1-yr.): 5.91% Expenses: 1.02%
Performance (1-mo.): 0.39% Total Assets: $1.28B
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Hartford Floating Rate Fund (HFLAX)

Performance (1-yr.): 4.49% Expenses: 0.97%
Performance (1-mo.): 0.07% Total Assets: $7.22B
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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