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
EVFAX	Eaton Vance Floating-Rate Advantage Fund Class Adv...	Bank Loan	Apr 10, 2008	0.94%	-1.92%	4.83%	7.16%	34
FAFRX	Franklin Floating Rate Daily Access Fund Class A	Bank Loan	May 1, 2001	0.95%	-1.24%	4.23%	7.17%	46
FCT	First Trust Senior Floating Rate Income Fund II	Bank Loan	Jan 1, 2013	0.03%	-1.77%	6.02%	12.24%	17
FDAAX	Franklin Floating Rate Daily Access Fund	Bank Loan	Apr 30, 2001	0.67%	-1.20%	4.52%	7.40%	59
FDHIX	First Trust Short Duration High Income Fund	Bank Loan	Oct 31, 2012	1.01%	-1.99%	4.36%	5.80%	71
FFRSX	Federated Hermes Floating Rate Strat Inc Fund	Bank Loan	Dec 2, 2010	0.68%	-0.72%	3.41%	5.61%	91
FLOTX	Donoghue Forlines Risk Managed Income Fund	Bank Loan	Dec 26, 2017	1.07%	-1.54%	—	6.87%	10
FLYRX	Pioneer Floating Rate Fund	Bank Loan	Feb 13, 2007	0.75%	-0.60%	3.91%	6.83%	80
FRA	BlackRock Floating Rate Income Strategies Fund Inc	Bank Loan	Oct 29, 2003	2.17%	-3.56%	6.59%	13.51%	3
FRFZX	PGIM Floating Rate Income Fund	Bank Loan	Mar 29, 2011	0.70%	-0.50%	5.32%	6.99%	91
GFRIX	Goldman Sachs High Yield Floating Rate Fund	Bank Loan	Mar 30, 2011	0.75%	-1.15%	4.30%	6.65%	52
GIFIX	Guggenheim Floating Rate Strategies Fund	Bank Loan	Nov 29, 2011	0.78%	-1.04%	4.29%	6.71%	59
HFHIX	Hartford Floating Rate High Income Fund	Bank Loan	Sep 29, 2011	0.80%	-1.18%	4.83%	6.74%	90
HFLYX	Hartford Floating Rate Fund	Bank Loan	Apr 28, 2005	0.74%	-1.55%	4.33%	7.17%	39
JFIIX	John Hancock Funds Floating Rate Income Fund	Bank Loan	Jan 1, 2008	0.78%	-1.53%	4.63%	6.32%	48
JPHSX	JPMorgan Floating Rate Income Fund	Bank Loan	May 31, 2011	0.75%	-0.72%	3.86%	7.05%	10
JQC	Nuveen Credit Strategies Income Fund	Bank Loan	Jun 26, 2003	4.34%	-0.69%	6.15%	13.32%	7
LFRAX	Lord Abbett Floating Rate Fund Class A	Bank Loan	Dec 31, 2007	0.80%	-0.84%	4.37%	6.36%	85
LFRIX	Lord Abbett Floating Rate Fund	Bank Loan	Dec 30, 2007	0.60%	-0.93%	4.56%	6.55%	88
LSFYX	Loomis Sayles Senior Floating Rate and Fixed Incom...	Bank Loan	Sep 29, 2011	0.80%	-1.03%	4.36%	6.63%	54

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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