The article discusses floating-rate bond funds, with information presented on the types of securities they invest in, their recent performance as of September 13, 2013, and potential risks posed by rising interest rates to funds that specialize in below-investment-grade securities.Wall Street ...
0.78% call 1-800-225-6292 or visit amundi us for the most recent month-end performance results. current performance may be lower or higher than the performance data quoted. the performance data quoted represents past performance, which is no guarantee of future results. investment return and ...
Floating-Rate Fund(R6) A diversified, research-driven approach to floating-rate loan investing. R6 Share Class ESBLX Symbol $8.39$0.00 NAV as of Jan 15, 2025 Fact Sheet Sep 30, 2024 Floating-Rate Loan Funds Quarterly Investment Review ...
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Floating-Rate Loan Funds Quarterly Investment Review Sep 30, 2024 Monthly Review Nov 30, 2024Overview Performance Portfolio Management Literature The Fund Managed by Eaton Vance, a pioneer in floating-rate loans since 1989, this portfolio diversifier provides broad exposure to the floating-rate loan ...
Floating-Rate Loan Funds Quarterly Investment Review Sep 30, 2024 Monthly Review Nov 30, 2024Overview Performance Portfolio Management Literature The Fund Managed by Eaton Vance, a pioneer in floating-rate loans since 1989, this portfolio diversifier provides broad exposure to the floating-rate loan ...
Popular floating-loan mutual funds and ETFs ranked by their five-year average returns. Fund / TickerYTD Return5-Yr ReturnYield Delaware Floating Rate / DDFAX -1.0% 3.2% 6.67% Fidelity Floating Rate High Income / FFRHX -0.6 2.9 8.05 Payden Floating Rate / PYFRX 0.3 2.9 7.46 Catalyst/CIF...
About VanEck IG Floating Rate ETF The investment seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the MVIS® US Investment Grade Floating Rate Index (the "Floating Rate Index"). The fund normally invests at least 80% of its total asse...
As a result, floating rate funds are less sensitive to duration risk.Durationrisk is the risk that interest rates will rise while an investor is holding a fixed income investment and thus missing out on higher rates in the market. Income paid from a floating rate fund’s underlying investment...
Net Expense Ratio excluding Investment Related Expenses is 0.68% Acquired Fund Fees and Expenses0.03% Interest expense0.00% Ratings Morningstar Rating Overall 5 stars Overall Morningstar Rating for Floating Rate Income Fund, as of Dec 31, 2024 rated against 210 Bank Loan Funds based on risk adjust...