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 2009-11-06
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 18.95 2.77 3.67 ---
Fidelity Advisor Float Rate Hi Inc I FFRIX BL --- 2500 18.79 2.71 3.64 ---
Fidelity Advisor Float Rate Hi Inc T FFRTX BL 2.75 2500 18.60 2.47 3.36 ---
Fidelity Advisor Float Rate Hi Inc A FFRAX BL 2.75 2500 18.57 2.45 3.40 ---
Fidelity Advisor Float Rate Hi Inc A LW FFRAX.LW BL --- 2500 18.57 2.45 3.40 ---
Fidelity Advisor Float Rate Hi Inc B FFRBX BL --- 2500 17.88 1.91 2.81 ---
MainStay Floating Rate I MXFIX BL --- 5000000 21.17 1.86 3.03 ---
Eaton Vance VT Floating-Rate Income FVUSA0029U BL --- 0 25.38 1.83 2.84 ---
Eaton Vance VT Floating-Rate Income FVUSA0029U BL --- 0 25.38 1.83 2.84 ---
Eaton Vance VT Floating-Rate Income FVUSA0029U BL --- 0 25.38 1.83 2.84 ---
RidgeWorth Seix Floating RT High Inc I SAMBX BL --- 0 19.87 1.75 --- ---
Fidelity Advisor Float Rate Hi Inc C FFRCX BL --- 2500 17.70 1.72 2.69 ---
MainStay Floating Rate A Load Waived MXFAX.LW BL --- 25000 21.03 1.60 2.77 ---
MainStay Floating Rate A MXFAX BL 3.00 25000 21.03 1.60 2.77 ---
RidgeWorth Seix Floating RT High In A LW SFRAX.LW BL --- 2000 19.33 1.43 --- ---
RidgeWorth Seix Floating RT High Inc A SFRAX BL 2.50 2000 19.33 1.43 --- ---
Eaton Vance Floating-Rate & Hi Inc Inst EIFHX BL --- 250000 27.67 0.96 2.80 ---
Eaton Vance Floating-Rate Advantage B EBFAX BL --- 1000 35.89 0.93 2.58 3.26
Eaton Vance Floating Rate I EIBLX BL --- 250000 26.33 0.84 2.62 ---
MainStay Floating Rate B MXFBX BL --- 1000 19.90 0.77 1.96 ---
MainStay Floating Rate C MXFCX BL --- 1000 19.76 0.74 1.94 ---
Eaton Vance Floating-Rate & Hi Inc Adv EAFHX BL --- 1000 27.37 0.72 2.57 ---
Eaton Vance Floating-Rate & Hi Inc A EVFHX BL 2.25 1000 27.25 0.69 2.54 ---
Eaton Vance Floating-Rate & Hi Inc A LW EVFHX.LW BL --- 1000 27.25 0.69 2.54 ---
Eaton Vance Floating Rate Adv EABLX BL --- 1000 26.02 0.59 2.36 ---
*10 year return calculated as of 2009-10-31