Bank Loan Fund List

Lists of investments in floating rate loans. Included are ETFs, open end funds, closed-end funds and continuously offered closed-end funds.

ETFs

  • BKLN - Senior bank loan portfolio. Tracks S&P/LSTA U.S. Leveraged Loan 100 Index.
  • FTSL - First Trust Senior Loan. Actively managed.
  • SNLN - Senior loan ETF
  • SRLN - Senior loan ETF. Actively managed.

Open End Funds

  • AIM Floating Rate (AFRAX)
  • EVBLX - Eaton Vance Floating Rate Fund.
  • FFRHX - Fidelity Floating Rate High Income. 0.73% expense ratio.
  • Franklin Floating Rate Daily Access (FAFRX)
  • Hartford Floating Rate (HFLAX)
  • MXFAX - MainStay Floating Rate
  • MFS Floating Rate High Income (FRHAX)
  • Putnam Floating Rate Income (PFLRX)
  • RiverSource Floating Rate (RFRAX)
  • SAMBX - Ridgeworth. 0.51% expense ratio.
  • Security Income Opportunity (SIOAX)
  • Van Kampen Senior Loan (VSLAX)

Closed End Funds

  • BlackRock Floating Rate Income Strategies (FRA)
  • Eaton Vance Senior Floating Rate (EFR)
  • First Trust/Four Corners Senior Floating Rate Income (FCM)
  • Nuveen Floating Rate Income (JFR)
  • PFL - PIMCO Floating Rate Income Fund.
  • PIMCO Floating Rate Strategy (PFN)
  • Van Kampen Senior Income Trust (VVR)
  • Western Asset Emerging Markets Floating Rate (EFL)

Continuously offered Closed-End Funds

  • BlackRock Senior Floating Rate (XMPFX)
  • Highland Floating Rate (XLFAX)
  • ING Senior Income (XSIAX)
  • Oppenheimer Senior Floating Rate (XOSAX)
  • SunAmerica Senior Floating Rate (XNASX)

Indexes

S&P/LSTA U.S. Leveraged Loan 100 Index - market-weighted benchmark of the nation’s largest institutional notes.

Resources

All About Bank Loan Funds - Due diligence on bank loan funds.

Comments


Credit Suisse Floating Rate High Income Fund CSHIX CSIAX
Mark Sargon on 2016-09-28 21:37:25

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