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®

Hartford Floating Rate High Income Fund (HFHAX)

Performance (1-yr.): 6.17% Expenses: 1.05%
Performance (1-mo.): 0.51% Total Assets: $493.65M
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Highland Floating Rate Opportunities Fund (HFRAX)

Performance (1-yr.): 14.70% Expenses: 1.16%
Performance (1-mo.): 1.15% Total Assets: $1.24B
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ING Floating Rate Fund (IFRAX)

Performance (1-yr.): 4.25% Expenses: 1.01%
Performance (1-mo.): 0.18% Total Assets: $835.29M
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ING Senior Income Fund (XSIAX)

Performance (1-yr.): 7.43% Expenses: 1.64%
Performance (1-mo.): 0.17% Total Assets: $904.13M
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Invesco Floating Rate Fund (AFRAX)

Performance (1-yr.): 4.74% Expenses: 1.08%
Performance (1-mo.): 0.06% Total Assets: $2.65B
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Invesco Senior Loan Fund (VSLAX)

Performance (1-yr.): 7.58% Expenses: 1.63%
Performance (1-mo.): 0.26% Total Assets: $1.31B
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John Hancock Funds Floating Rate Income Fund (JFIAX)

Performance (1-yr.): 4.42% Expenses: 1.20%
Performance (1-mo.): 0.42% Total Assets: $3.78B
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JPMorgan Floating Rate Income Fund (JPHAX)

Performance (1-yr.): 4.81% Expenses: 1.03%
Performance (1-mo.): 0.29% Total Assets: $4.26B
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Loomis Sayles Senior Floating Rate and Fixed Income Fund (LSFAX)

Performance (1-yr.): 6.00% Expenses: 1.10%
Performance (1-mo.): 0.47% Total Assets: $1.49B
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Lord Abbett Floating Rate Fund (LFRAX)

Performance (1-yr.): 4.85% Expenses: 0.81%
Performance (1-mo.): 0.21% Total Assets: $9.0B
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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