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 2009-11-23
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 27.04 2.78 3.71 ---
Fidelity Advisor Float Rate Hi Inc I FFRIX BL --- 2500 27.01 2.76 3.68 ---
Fidelity Advisor Float Rate Hi Inc T FFRTX BL 2.75 2500 26.67 2.48 3.40 ---
Fidelity Advisor Float Rate Hi Inc A FFRAX BL 2.75 2500 26.63 2.46 3.41 ---
Fidelity Advisor Float Rate Hi Inc A LW FFRAX.LW BL --- 2500 26.63 2.46 3.41 ---
Fidelity Advisor Float Rate Hi Inc B FFRBX BL --- 2500 26.04 1.96 2.87 ---
MainStay Floating Rate I MXFIX BL --- 5000000 26.42 1.90 3.07 ---
Eaton Vance VT Floating-Rate Income FVUSA0029U BL --- 0 32.49 1.77 2.80 ---
Eaton Vance VT Floating-Rate Income FVUSA0029U BL --- 0 32.49 1.77 2.80 ---
Eaton Vance VT Floating-Rate Income FVUSA0029U BL --- 0 32.49 1.77 2.80 ---
Fidelity Advisor Float Rate Hi Inc C FFRCX BL --- 2500 25.71 1.73 2.71 ---
RidgeWorth Seix Floating RT High Inc I SAMBX BL --- 0 24.60 1.66 --- ---
MainStay Floating Rate A MXFAX BL 3.00 25000 26.10 1.61 2.80 ---
MainStay Floating Rate A Load Waived MXFAX.LW BL --- 25000 26.10 1.61 2.80 ---
RidgeWorth Seix Floating RT High Inc A SFRAX BL 2.50 2000 24.17 1.38 --- ---
RidgeWorth Seix Floating RT High In A LW SFRAX.LW BL --- 2000 24.17 1.38 --- ---
Eaton Vance Floating-Rate Advantage B EBFAX BL --- 1000 45.02 0.97 2.60 3.26
Eaton Vance Floating-Rate & Hi Inc Inst EIFHX BL --- 250000 37.38 0.97 2.83 ---
Eaton Vance Floating Rate I EIBLX BL --- 250000 34.89 0.84 2.63 ---
MainStay Floating Rate B MXFBX BL --- 1000 24.76 0.74 1.97 ---
MainStay Floating Rate C MXFCX BL --- 1000 24.92 0.74 1.97 ---
Eaton Vance Floating-Rate & Hi Inc Adv EAFHX BL --- 1000 36.89 0.72 2.56 ---
Eaton Vance Floating-Rate & Hi Inc A EVFHX BL 2.25 1000 36.91 0.69 2.57 ---
Eaton Vance Floating-Rate & Hi Inc A LW EVFHX.LW BL --- 1000 36.91 0.69 2.57 ---
Eaton Vance Floating Rate A EVBLX BL 2.25 1000 34.68 0.62 2.37 ---
*10 year return calculated as of 2009-10-31