NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012. Below are the top performing bank loan funds of that ten year time period. Past performance is not necessarily indicative of future results.
|Fund Name||Symbol||Annual Return||Annual Volatility||Assets Under Management||Expense Ratio|
|Credit Suisse Floating Rate High Income||CHIAX||4.44%||12%||496,651,439||0.20%|
|Fidelity Floating Rate High Income||FFRHX||3.12%||7%||10,698,719,780||0.71%|
|Eaton Vance Floating-Rate & High Income||EAFHX||3.01%||12%||1,196,020,173||1.07%|
|Eaton Vance Floating Rate||EABLX||2.52%||11%||8,144,136,696||1.02%|
|Invesco Senior Loan||XPRTX||2.23%||17%||1,236,840,065||1.47%|
|Franklin Floating Rate Daily Access||FAFRX||2.04%||9%||2,455,970,304||0.90%|
|SunAmerica Senior Floating Rate||NFRCX||2.02%||15%||342,236,997||1.75%|
|Fidelity Advisor Floating Rate High Income||FFRTX||1.98%||7%||10,698,719,780||1.09%|
Ready to invest? Set up an account with one of these popular companies that allow you to purchase mutual funds across many top fund families:
- TD Ameritrade – Offers hundreds of no-transaction fee funds from leading fund families and provides a complete mutual fund analysis toolbox including mutual fund screeners and Morningstar Instant X-Ray.
- E*trade – Offers more than 1,300 no-load, no-transaction fee mutual funds. An account also gains you access to E*trade’s award winning investment analysis platform and research.
- Scottrade – Access to 14,500+ mutual funds, one of the largest selections available to investors anywhere.