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
- 67
- Avg. Expense Ratio
- 1.02%
- Avg. Yield
- 7.21%
- Avg. 1 Year Return
- 4.37%
- Median Risk/Return Score
- 63 / 100
The Best Bank Loan Mutual Funds
66 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.
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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 (99).
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... | 99 | — | Jun 2023 | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | |
| Virtus Seix Floating Rate High Income Fund | 97 | — | Feb 2006 | |
| PGIM Floating Rate Income Fund | 95 | — | Mar 2011 |
Best-Performing Bank Loan Mutual funds Over 5 Years
The top Bank Loan Mutual funds is BGT (6.86%).
Across the lineup, Bank Loan Mutual funds show an average 1-year return of 4.37% and an average 5-year return of 4.82%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| BlackRock Floating Rate Income Trust | 6.86% | — | Aug 2004 | |
| BlackRock Debt Strategies Fund, Inc. | 6.77% | — | Nov 1998 | |
| BlackRock Floating Rate Income Strategies Fund Inc | 6.55% | — | Oct 2003 | |
| Federated Hermes Project and Trade Finance Tender ... | 6.42% | — | Jan 2017 | |
| Payden Floating Rate Fund | 6.25% | — | 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 (13.63%).
Across the lineup, Bank Loan Mutual funds show an average dividend yield of 7.21%, 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 | 13.63% | — | Oct 2003 | |
| BlackRock Floating Rate Income Trust | 13.53% | — | Aug 2004 | |
| Nuveen Credit Strategies Income Fund | 13.25% | — | Jun 2003 | |
| BlackRock Debt Strategies Fund, Inc. | 12.29% | — | Nov 1998 | |
| BlackRock Credit Strategies Fund | 9.19% | — | Feb 2019 |
Top Mutual funds Categories
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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. FLRTJQC vs. ECATJQC vs. ADXJQC vs. DIVOJQC vs. ECCCJQC vs. FSCOBGT vs. VGTBGT vs. EFTBGT vs. ECATBGT vs. MPVBGT vs. BITSAMBX vs. PONAXSAMBX vs. FIQSXSAMBX vs. BRLNSAMBX vs. BRHYXSAMBX vs. PIMIXEIFAX vs. AFRAXEIFAX vs. GHYGEIFAX vs. BSJOEIFAX vs. HYHGEIFAX vs. RCTIXRPIFX vs. TRBUXRPIFX vs. PBDIXRPIFX vs. PRPIXRPIFX vs. FIQSXRPIFX vs. PREMXPLFRX vs. MWCIXPLFRX vs. FJSYXPLFRX vs. GLIFXPLFRX vs. NSIOXPLFRX vs. FLOT