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®
ING Senior Income Fund (XSIAX)
| Performance (1-yr.): 12.19% | Expenses: 1.64% |
| Performance (1-mo.): 0.81% | Total Assets: $637.5M |
Invesco Floating Rate Fund (AFRAX)
| Performance (1-yr.): 8.82% | Expenses: 1.08% |
| Performance (1-mo.): 0.74% | Total Assets: $1.44B |
Invesco Senior Loan (VSLAX)
| Performance (1-yr.): 12.30% | Expenses: 1.65% |
| Performance (1-mo.): 1.38% | Total Assets: $1.25B |
John Hancock Funds II Floating Rate Income Fund (JFIAX)
| Performance (1-yr.): 7.20% | Expenses: 1.20% |
| Performance (1-mo.): 0.57% | Total Assets: $3.09B |
JPMorgan Floating Rate Income Fund (JPHAX)
| Performance (1-yr.): 7.77% | Expenses: 1.03% |
| Performance (1-mo.): 0.65% | Total Assets: $2.6B |
Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFAX)
| Performance (1-yr.): 8.81% | Expenses: 1.10% |
| Performance (1-mo.): 0.85% | Total Assets: $562.29M |
Lord Abbett Floating Rate Fund (LFRAX)
| Performance (1-yr.): 8.46% | Expenses: 0.82% |
| Performance (1-mo.): 0.73% | Total Assets: $5.25B |
MainStay Floating Rate Fund (MXFAX)
| Performance (1-yr.): 6.13% | Expenses: 0.99% |
| Performance (1-mo.): 0.53% | Total Assets: $1.32B |
Neuberger Berman Floating Rate Income Fund (NFIAX)
| Performance (1-yr.): 6.35% | Expenses: 1.09% |
| Performance (1-mo.): 0.58% | Total Assets: $474.07M |
Nuveen Symphony Floating Rate Income Fund (NFRAX)
| Performance (1-yr.): 9.42% | Expenses: 1.07% |
| Performance (1-mo.): 1.13% | Total Assets: $98.2M |
