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®

PL Floating Rate Loan Fund (None)

Performance (1-yr.): 4.10% Expenses: 0.80%
Performance (1-mo.): 0.00% Total Assets: $121.96M
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Prudential Floating Rate Income Fund (FRFAX)

Performance (1-yr.): 4.53% Expenses: 1.20%
Performance (1-mo.): 0.28% Total Assets: $113.62M
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Putnam Floating Rate Income Fund (PFLRX)

Performance (1-yr.): 4.79% Expenses: 1.03%
Performance (1-mo.): 0.18% Total Assets: $990.51M
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RidgeWorth Seix Floating RT High Income Fund (SFRAX)

Performance (1-yr.): 4.45% Expenses: 0.88%
Performance (1-mo.): 0.31% Total Assets: $9.16B
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RS Floating Rate Fund (RSFLX)

Performance (1-yr.): 4.75% Expenses: 0.98%
Performance (1-mo.): 0.32% Total Assets: $2.81B
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SunAmerica Senior Floating Rate Fund (SASFX)

Performance (1-yr.): 4.72% Expenses: 1.46%
Performance (1-mo.): 0.29% Total Assets: $441.77M
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Transamerica Floating Rate Fund (TFLAX)

Performance (1-yr.): Expenses: 1.05%
Performance (1-mo.): 0.02% Total Assets: $171.65M
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T. Rowe Price Floating Rate Fund (PAFRX)

Performance (1-yr.): 3.70% Expenses: 0.96%
Performance (1-mo.): 0.18% Total Assets: $362.08M
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T. Rowe Price Institutional Floating Rate Fund (RPIFX)

Performance (1-yr.): 4.80% Expenses: 0.56%
Performance (1-mo.): 0.32% Total Assets: $3.45B
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Virtus Senior Floating Rate Fund (PSFRX)

Performance (1-yr.): 4.49% Expenses: 1.21%
Performance (1-mo.): 0.21% Total Assets: $1.02B
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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