The Best Bank Loan Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Bank Loan mutual funds.

Category is Bank Loan

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
AFRAX	Invesco Floating Rate ESG Fund	Bank Loan	Apr 30, 1997	1.04%	-1.27%	4.62%	7.21%	78
ARTUX	Artisan Floating Rate Fund	Bank Loan	Nov 30, 2021	1.20%	-1.36%	—	6.80%	87
BFRAX	BlackRock Floating Rate Income Fund	Bank Loan	Nov 2, 1989	0.90%	-1.26%	4.33%	6.13%	81
BGT	BlackRock Floating Rate Income Trust	Bank Loan	Aug 26, 2004	1.74%	-1.91%	6.51%	13.41%	4
BXFIX	MassMutual Global Floating Rate Fund	Bank Loan	Sep 15, 2013	0.77%	-1.61%	—	6.91%	59
CAPIX	Calamos Aksia Alternative Credit and Income Fund C...	Bank Loan	Jun 8, 2023	1.25%	1.80%	—	9.47%	100
CFOIX	Calvert Floating-Rate Advantage Fund	Bank Loan	Oct 9, 2017	0.78%	-0.66%	—	5.92%	61
CFRIX	Catalyst/CIFC Floating Rate Income Fund	Bank Loan	Dec 30, 2012	0.90%	-1.54%	5.57%	6.23%	84
CHIAX	Credit Suisse Floating Rate High Income Fund	Bank Loan	Mar 7, 1999	0.95%	-0.99%	4.36%	6.65%	76
CREDX	BlackRock Credit Strategies Fund	Bank Loan	Feb 27, 2019	2.19%	-0.52%	—	8.43%	82
DAFRX	Dunham Floating Rate Bond Fund	Bank Loan	Oct 31, 2013	1.29%	-0.63%	3.87%	6.90%	79
DBFRX	DoubleLine Floating Rate Fund	Bank Loan	Jan 31, 2013	0.68%	—	—	5.78%	—
DDFLX	Delaware Floating Rate Fund	Bank Loan	Feb 25, 2010	0.67%	-0.86%	5.24%	6.51%	94
DFLYX	BNY Mellon Floating Rate Income Fund	Bank Loan	Sep 26, 2013	0.73%	-0.51%	4.94%	8.17%	90
DFRPX	DWS Floating Rate Fund Class S	Bank Loan	Jun 28, 2007	0.87%	0.38%	4.07%	6.29%	87
DFRTX	DWS Floating Rate Fund	Bank Loan	Jun 28, 2007	0.78%	0.51%	4.18%	6.03%	89
DSU	BlackRock Debt Strategies Fund, Inc.	Bank Loan	Nov 6, 1998	2.47%	-2.96%	8.10%	12.35%	11
ECFHX	Eaton Vance Floating-Rate & High Income Fund	Bank Loan	Sep 4, 2000	1.77%	-1.61%	3.67%	5.77%	43
EIBLX	Eaton Vance Floating Rate Fund	Bank Loan	Jan 29, 2001	0.76%	-1.32%	4.78%	6.86%	60
EIFAX	Eaton Vance Floating-Rate Advantage Fund	Bank Loan	Mar 16, 2008	0.47%	-1.98%	5.14%	7.41%	50

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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