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 2008-08-26
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 3.04 3.84 4.14 ---
Fidelity Advisor Float Rate Hi Inc I FFRIX BL --- 2500 3.01 3.78 4.11 ---
Fidelity Advisor Float Rate Hi Inc A LW FFRAX.LW BL --- 2500 2.70 3.55 3.86 ---
Fidelity Advisor Float Rate Hi Inc A FFRAX BL 2.75 2500 2.70 3.55 3.86 ---
Fidelity Advisor Float Rate Hi Inc T FFRTX BL 2.75 2500 2.73 3.54 3.82 ---
Franklin Floating Rate Daily Access Adv FDAAX BL --- 50000 1.57 3.24 3.72 ---
Franklin Floating Rate Daily Access A LW FAFRX.LW BL --- 1000 1.32 3.02 3.49 ---
Franklin Floating Rate Daily Access A FAFRX BL 2.25 1000 1.32 3.02 3.49 ---
Fidelity Advisor Float Rate Hi Inc B FFRBX BL --- 2500 2.20 3.00 3.30 ---
MainStay Floating Rate I MXFIX BL --- 5000000 1.30 3.00 --- ---
Fidelity Advisor Float Rate Hi Inc C FFRCX BL --- 2500 2.05 2.85 3.20 ---
MainStay Floating Rate A MXFAX BL 3.00 25000 1.09 2.70 --- ---
MainStay Floating Rate A Load Waived MXFAX.LW BL --- 25000 1.09 2.70 --- ---
Franklin Floating Rate Daily Access C FCFRX BL --- 1000 0.93 2.65 3.09 ---
Eaton Vance Floating-Rate & Hi Inc Inst EIFHX BL --- 250000 -1.46 2.53 3.75 ---
Hartford Floating Rate Y HFLYX BL --- 10000000 -0.97 2.48 --- ---
Eaton Vance Floating Rate I EIBLX BL --- 250000 -1.24 2.45 3.16 ---
Putnam Floating Rate Income A PFLRX BL 3.25 500 -0.21 2.40 --- ---
Putnam Floating Rate Income A LW PFLRX.LW BL --- 500 -0.21 2.40 --- ---
Eaton Vance Floating-Rate & Hi Inc Adv EAFHX BL --- 1000 -1.61 2.31 3.49 ---
Franklin Floating Rate Daily Access B FBFRX BL --- 1000 0.58 2.30 2.74 ---
Eaton Vance Floating-Rate & Hi Inc A LW EVFHX.LW BL --- 1000 -1.66 2.28 3.47 ---
Eaton Vance Floating-Rate & Hi Inc A EVFHX BL 2.25 1000 -1.66 2.28 3.47 ---
Putnam Floating Rate Income M FOUSA05A1Z BL 2.00 500 -0.33 2.25 --- ---
Eaton Vance Floating Rate Adv EABLX BL --- 1000 -1.48 2.19 2.91 ---
*10 year return calculated as of 2008-07-31