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.
- Number of Funds
- 66
- Avg. Expense Ratio
- 1.02%
- Avg. Yield
- 7.24%
- Avg. 1 Year Return
- 4.31%
- Median Risk/Return Score
- 65 / 100
The Best Bank Loan Mutual Funds
65 results
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.
Loading charts...
5 Years
Best Bank Loan Mutual funds by Risk/Return Score
The top Bank Loan Mutual funds by PortfoliosLab Risk/Return Score are RCRIX (100) and CAPIX (98).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 100 | — | Sep 2016 | |
| Calamos Aksia Alternative Credit and Income Fund C... | 98 | — | Jun 2023 | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | |
| Virtus Seix Floating Rate High Income Fund | 97 | — | Feb 2006 | |
| PGIM Floating Rate Income Fund | 96 | — | Mar 2011 |
Best-Performing Bank Loan Mutual funds Over 5 Years
The top Bank Loan Mutual funds is DSU (6.85%).
Across the lineup, Bank Loan Mutual funds show an average 1-year return of 4.31% and an average 5-year return of 4.78%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| BlackRock Debt Strategies Fund, Inc. | 6.85% | — | Nov 1998 | |
| BlackRock Floating Rate Income Strategies Fund Inc | 6.55% | — | Oct 2003 | |
| BlackRock Floating Rate Income Trust | 6.46% | — | Aug 2004 | |
| Federated Hermes Project and Trade Finance Tender ... | 6.46% | — | Jan 2017 | |
| Payden Floating Rate Fund | 6.26% | — | Nov 2013 |
Lowest-Cost Bank Loan Mutual funds
The top Bank Loan Mutual funds is XPTFX (0.41%).
With an average expense ratio of 1.02%, Bank Loan Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | — | Jan 2017 | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 |
Highest-Yield Bank Loan Mutual funds
The top Bank Loan Mutual funds is FRA (13.65%).
Across the lineup, Bank Loan Mutual funds show an average dividend yield of 7.24%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| BlackRock Floating Rate Income Strategies Fund Inc | 13.65% | — | Oct 2003 | |
| BlackRock Floating Rate Income Trust | 13.59% | — | Aug 2004 | |
| Nuveen Credit Strategies Income Fund | 13.07% | — | Jun 2003 | |
| BlackRock Debt Strategies Fund, Inc. | 12.16% | — | Nov 1998 | |
| BlackRock Credit Strategies Fund | 9.20% | — | Feb 2019 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 558 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 429 Mutual fundsLarge Cap Blend Equities · 415 Mutual fundsLarge Cap Value Equities · 333 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsEmerging Markets Diversified · 173 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 140 Mutual fundsIntermediate Core-Plus Bond · 135 Mutual fundsMid Cap Blend Equities · 131 Mutual fundsSmall Cap Value Equities · 130 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 114 Mutual fundsIntermediate Core Bond · 110 Mutual fundsMultisector Bonds · 104 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 99 Mutual fundsTotal Bond Market · 98 Mutual fundsEnergy Equities · 89 Mutual fundsGlobal Allocation · 87 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 82 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FFRHX vs. PRFRXFFRHX vs. FAGIXFFRHX vs. SCHPFFRHX vs. FTBFXFFRHX vs. FADMXFRA vs. TRFKFRA vs. BLWFRA vs. JPMFRA vs. PFFAFRA vs. SPYFRFZX vs. ICMUXFRFZX vs. MNHAXFRFZX vs. PUCZXFRFZX vs. PFRLFRFZX vs. JMSIXDSU vs. HYTDSU vs. CCDDSU vs. GOFDSU vs. AIODSU vs. BCATJQC vs. ECATJQC vs. ADXJQC vs. ECCCJQC vs. DIVOJQC vs. SPYBGT vs. VGTBGT vs. EFTBGT vs. ECATBGT vs. MPVBGT vs. BITEIFAX vs. AFRAXEIFAX vs. GHYGEIFAX vs. BSJOEIFAX vs. HYHGEIFAX vs. FHYSXSAMBX vs. PONAXSAMBX vs. FIQSXSAMBX vs. BRLNSAMBX vs. BRHYXSAMBX vs. PIMIXRPIFX vs. TRBUXRPIFX vs. PBDIXRPIFX vs. PRPIXRPIFX vs. FIQSXRPIFX vs. RPLCXPLFRX vs. MWCIXPLFRX vs. FJSYXPLFRX vs. GLIFXPLFRX vs. NSIOXPLFRX vs. PIMIX