Best Mutual Funds: Top Performing Bank Loan Funds

Investing, Investments

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%

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