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
MXFIX	MainStay Floating Rate Fund	Bank Loan	May 2, 2004	0.74%	-1.39%	4.59%	6.82%	69
NFIAX	Neuberger Berman Floating Rate Income Fund	Bank Loan	Dec 28, 2009	0.97%	-0.72%	4.50%	6.24%	90
OOSAX	Invesco Senior Floating Rate Fund	Bank Loan	Sep 7, 1999	1.04%	-2.18%	3.88%	4.64%	15
PAFRX	T. Rowe Price Floating Rate Fund	Bank Loan	Jul 28, 2011	0.97%	-0.92%	4.42%	6.27%	88
PFLRX	Putnam Floating Rate Income Fund	Bank Loan	Aug 3, 2004	1.03%	-1.48%	3.80%	6.37%	59
PLFRX	Pacific Funds Floating Rate Income	Bank Loan	Jun 29, 2011	0.68%	-1.23%	5.05%	6.58%	89
PSFIX	Virtus Newfleet Senior Floating Rate Fund	Bank Loan	Jan 30, 2008	0.69%	-0.41%	4.49%	6.44%	86
PSRIX	PIMCO Low Duration Credit Fund	Bank Loan	Apr 28, 2011	0.70%	-1.15%	4.20%	6.58%	88
PYFRX	Payden Floating Rate Fund	Bank Loan	Nov 10, 2013	0.70%	-0.10%	5.04%	7.21%	95
RCRIX	RiverPark Floating Rate CMBS Fund	Bank Loan	Sep 29, 2016	0.85%	0.42%	—	4.69%	97
RFRAX	Columbia Floating Rate Fund	Bank Loan	Feb 15, 2006	1.02%	-0.91%	4.37%	6.18%	83
RPIFX	T. Rowe Price Institutional Floating Rate Fund	Bank Loan	Jan 30, 2008	0.57%	-0.84%	4.80%	6.62%	92
RSFYX	Victory Floating Rate Fund	Bank Loan	Dec 30, 2009	0.79%	1.59%	5.01%	8.04%	89
SAMBX	Virtus Seix Floating Rate High Income Fund	Bank Loan	Feb 28, 2006	0.64%	-0.06%	4.75%	7.06%	93
SFHIX	Shenkman Capital Floating Rate High Income Fund	Bank Loan	Oct 14, 2014	0.54%	-1.36%	26.03%	7.04%	71
SPFLX	American Beacon Sound Point Floating Rate Income F...	Bank Loan	Dec 2, 2012	0.82%	-0.05%	2.99%	6.06%	52
TFAIX	T. Rowe Price Floating Rate Fund Class I	Bank Loan	Nov 29, 2016	0.63%	-0.99%	—	6.59%	91
TFLIX	Transamerica Floating Rate Fund	Bank Loan	Oct 30, 2013	0.80%	-0.63%	4.00%	7.17%	83
VSLAX	Invesco Senior Loan Fund Class A	Bank Loan	Feb 21, 2005	1.70%	-2.14%	5.02%	4.61%	32
VSLCX	Invesco Senior Loan Fund Class C	Bank Loan	Feb 21, 2005	2.45%	-2.30%	4.35%	4.16%	23

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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