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.): 0.39% Total Assets: $13.89B
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Eaton Vance Floating-Rate & High Income Fund (EVFHX)

Performance (1-yr.): 4.87% Expenses: 1.07%
Performance (1-mo.): 0.40% Total Assets: $2.56B
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Fidelity® Floating Rate High Income Fund (FFRAX)

Performance (1-yr.): 4.29% Expenses: 0.99%
Performance (1-mo.): 0.44% Total Assets: $16.04B
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Fidelity® Series Floating Rate High IncFd (FFHCX)

Performance (1-yr.): 6.66% Expenses: 0.72%
Performance (1-mo.): 0.52% Total Assets: $1.5B
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First Investors Floating Rate Fund (FRFNX)

Performance (1-yr.): Expenses: 0.70%
Performance (1-mo.): 0.38% Total Assets: $81.94M
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First Trust Short Duration High Income Fund (FDHAX)

Performance (1-yr.): 5.81% Expenses: 1.25%
Performance (1-mo.): 0.55% Total Assets: $170.03M
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Franklin Floating Rate Daily Access Fund (FAFRX)

Performance (1-yr.): 4.24% Expenses: 0.85%
Performance (1-mo.): 0.41% Total Assets: $5.58B
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Goldman Sachs High Yield Floating Rate (GFRAX)

Performance (1-yr.): 4.19% Expenses: 1.04%
Performance (1-mo.): 0.47% Total Assets: $4.44B
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Guggenheim Floating Rate Strategies Fund (GIFAX)

Performance (1-yr.): 5.86% Expenses: 1.02%
Performance (1-mo.): 0.46% Total Assets: $1.35B
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Hartford Floating Rate Fund (HFLAX)

Performance (1-yr.): 5.20% Expenses: 0.97%
Performance (1-mo.): 0.52% Total Assets: $6.96B
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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