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
- 65
- Avg. Expense Ratio
- 1.07%
- Avg. Yield
- 6.82%
- Avg. 1 Year Return
- 3.25%
- Median Risk/Return Score
- 66 / 100
The Best Bank Loan Mutual Funds
64 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Invesco Senior Loan Fund | Bank Loan | Oct 3, 1989 | 1.45% | -0.04% | — | 5.28% | 4 | ||||||||
| Federated Hermes Project and Trade Finance Tender ... | Bank Loan | Jan 31, 2017 | 0.41% | 4.05% | — | 6.02% | 90 | ||||||||
| Voya Senior Income Fund | Bank Loan | Apr 1, 2001 | 1.51% | 0.89% | — | 5.71% | 24 | ||||||||
| Invesco Senior Loan Fund Class IC | Bank Loan | Jun 15, 2003 | 1.60% | -0.74% | — | 4.54% | 2 |
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 CCLFX (100) and RCRIX (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 |
|---|---|---|---|---|
| Cliffwater Corporate Lending Fund Class I Shares | 100 | — | Jun 2019 | |
| RiverPark Floating Rate CMBS Fund | 99 | — | 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 |
Best-Performing Bank Loan Mutual funds Over 5 Years
The top Bank Loan Mutual funds is CCLFX (8.70%).
Across the lineup, Bank Loan Mutual funds show an average 1-year return of 3.25% and an average 5-year return of 4.93%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Cliffwater Corporate Lending Fund Class I Shares | 8.70% | — | Jun 2019 | |
| BlackRock Floating Rate Income Trust | 6.81% | — | Aug 2004 | |
| Federated Hermes Project and Trade Finance Tender ... | 6.59% | — | Jan 2017 | |
| BlackRock Debt Strategies Fund, Inc. | 6.56% | — | Nov 1998 | |
| Payden Floating Rate Fund | 6.46% | — | Nov 2013 |
Lowest-Cost Bank Loan Mutual funds
The top Bank Loan Mutual funds is XPTFX (0.41%).
With an average expense ratio of 1.07%, 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 (13.71%).
Across the lineup, Bank Loan Mutual funds show an average dividend yield of 6.82%, 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 | 13.71% | — | Oct 2003 | |
| BlackRock Floating Rate Income Trust | 13.24% | — | Aug 2004 | |
| Nuveen Credit Strategies Income Fund | 13.06% | — | Jun 2003 | |
| BlackRock Debt Strategies Fund, Inc. | 12.56% | — | Nov 1998 | |
| Cliffwater Corporate Lending Fund Class I Shares | 10.07% | — | Jun 2019 |
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Top Mutual funds Comparisons
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