Top 25 Bank Loan Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2008-05-15
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
Fidelity Floating Rate High Income FFRHX BL --- 2500 0.58 4.37 4.35 ---
Fidelity Advisor Float Rate Hi Inc I FFRIX BL --- 2500 0.65 4.34 4.32 ---
Fidelity Advisor Float Rate Hi Inc A LW FFRAX.lw BL --- 2500 0.24 4.08 4.08 ---
Fidelity Advisor Float Rate Hi Inc A FFRAX BL 2.75 2500 0.24 4.08 4.08 ---
Fidelity Advisor Float Rate Hi Inc T FFRTX BL 2.75 2500 0.28 4.06 4.03 ---
Franklin Floating Rate Daily Access Adv FDAAX BL --- 50000 -0.77 3.82 4.12 ---
Eaton Vance Floating-Rate & Hi Inc Inst EIFHX BL --- 250000 -2.86 3.62 4.39 ---
Hartford Floating Rate Y HFLYX BL --- 10000000 -3.46 3.61 --- ---
Franklin Floating Rate Daily Access A LW FAFRX.lw BL --- 1000 -0.92 3.59 3.90 ---
Franklin Floating Rate Daily Access A FAFRX BL 2.25 1000 -0.92 3.59 3.90 ---
Fidelity Advisor Float Rate Hi Inc B FFRBX BL --- 2500 -0.24 3.52 3.51 ---
MainStay Floating Rate I MXFIX BL --- 5000000 -1.17 3.44 --- ---
Highland Floating Rate Z XLFZX BL --- 2500 -7.59 3.43 5.45 ---
Fidelity Advisor Float Rate Hi Inc C FFRCX BL --- 2500 -0.49 3.39 3.40 ---
Putnam Floating Rate Income A PFLRX BL 3.25 500 -1.59 3.38 --- ---
Putnam Floating Rate Income A LW PFLRX.lw BL --- 500 -1.59 3.38 --- ---
Eaton Vance Floating-Rate & Hi Inc A LW EVFHX.lw BL --- 1000 -3.04 3.37 4.14 ---
Eaton Vance Floating-Rate & Hi Inc A EVFHX BL 2.25 1000 -3.04 3.37 4.14 ---
Eaton Vance Floating-Rate & Hi Inc Adv EAFHX BL --- 1000 -3.01 3.36 4.15 ---
Hartford Floating Rate A HFLAX BL 3.00 1000 -3.84 3.33 --- ---
Hartford Floating Rate A Load Waived HFLAX.lw BL --- 1000 -3.84 3.33 --- ---
Putnam Floating Rate Income M FOUSA05A1Z BL 2.00 500 -1.73 3.23 --- ---
Franklin Floating Rate Daily Access C FCFRX BL --- 1000 -1.31 3.19 3.48 ---
Eaton Vance Floating Rate I EIBLX BL --- 250000 -2.98 3.17 3.65 ---
MainStay Floating Rate A MXFAX BL 3.00 25000 -1.51 3.17 --- ---
*10 year return calculated as of 2008-04-30