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 2009-11-20
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 25.77 2.80 3.71 ---
Fidelity Advisor Float Rate Hi Inc I FFRIX BL --- 2500 25.74 2.77 3.68 ---
Fidelity Advisor Float Rate Hi Inc T FFRTX BL 2.75 2500 25.40 2.49 3.40 ---
Fidelity Advisor Float Rate Hi Inc A FFRAX BL 2.75 2500 25.36 2.48 3.41 ---
Fidelity Advisor Float Rate Hi Inc A LW FFRAX.LW BL --- 2500 25.36 2.48 3.41 ---
Fidelity Advisor Float Rate Hi Inc B FFRBX BL --- 2500 24.77 1.97 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 24.44 1.74 2.71 ---
RidgeWorth Seix Floating RT High Inc I SAMBX BL --- 0 23.64 1.68 --- ---
MainStay Floating Rate A Load Waived MXFAX.LW BL --- 25000 26.10 1.61 2.80 ---
MainStay Floating Rate A MXFAX BL 3.00 25000 26.10 1.61 2.80 ---
RidgeWorth Seix Floating RT High In A LW SFRAX.LW BL --- 2000 23.38 1.40 --- ---
RidgeWorth Seix Floating RT High Inc A SFRAX BL 2.50 2000 23.38 1.40 --- ---
Eaton Vance Floating-Rate Advantage B EBFAX BL --- 1000 41.66 0.96 2.60 3.26
Eaton Vance Floating-Rate & Hi Inc Inst EIFHX BL --- 250000 35.37 0.94 2.81 ---
Eaton Vance Floating Rate I EIBLX BL --- 250000 33.34 0.88 2.63 ---
MainStay Floating Rate C MXFCX BL --- 1000 24.92 0.74 1.97 ---
MainStay Floating Rate B MXFBX BL --- 1000 24.76 0.74 1.97 ---
Eaton Vance Floating-Rate & Hi Inc Adv EAFHX BL --- 1000 35.06 0.73 2.58 ---
Eaton Vance Floating-Rate & Hi Inc A LW EVFHX.LW BL --- 1000 35.18 0.71 2.57 ---
Eaton Vance Floating-Rate & Hi Inc A EVFHX BL 2.25 1000 35.18 0.71 2.57 ---
Eaton Vance Floating Rate Adv EABLX BL --- 1000 33.02 0.64 2.37 ---
*10 year return calculated as of 2009-10-31