Funds in the Floating Rate Loan category must have a stated mandate to invest in floating rate loans such that at least 25% of the portfolio is invested in  Variable and floating-rate loans and securities generally are less sensitive to interest rate changes but may decline in value if their interest rates do not rise as  

The Fund invests primarily in senior floating rate bank loans which pay a variable rate that adjusts with short term interest rate changes. Capital Structure Fund Overview. Income and diversification potential. Bank loans, which offer a floating rate of income, may provide a hedge against rising rates. This actively  28 Oct 2019 Floating rate loans continue to be under pressure and one of the few areas of the bond market that is "cheap". As we wrote last time, this is a fund  Not all floating rate leveraged loan strategies are the same. Some portfolios extend well beyond traditional credit-based holdings, with risk profiles closer to  Managed by Eaton Vance, a pioneer in floating-rate loans since 1989, this portfolio diversifier provides broad exposure to the floating-rate loan market. In- depth  Senior loans typically hold a first lien priority and pay floating rates of interest, generally quoted as a spread over a reference floating rate benchmark. Under  23 Apr 2019 It's a term loan, which means it's a loan originated by a bank and then sold to investors. It's not tied to LIBOR but to ABR (Alternative Base Rate), 

Floating-rate funds usually invest at least 70-80% of their investment holdings in floating-rate bank loans. The other 20-30% of the fund's holdings are commonly invested in things like cash

The Eaton Vance (Ireland) Floating-Rate Income Fund (the "Fund") is a of bank loans and portfolio manager on Eaton Vance's floating-rate loan team. Fund Highlights and Applications. Invests primarily in bank loans and other floating-rate securities. Offers opportunities for investors seeking an alternative to   To achieve this aim, the Fund focuses primarily on investing in senior secured corporate loans and corporate debt securities with floating interest rates. Why Invest? High level of capital preservation as Senior Loans have first priority of repayment and are secured by the issuer's assets; Low interest rate risk as  4 Mar 2014 Investors are plunking record amounts of money into loan funds to snatch up these high-yield investments, according to Morningstar. Mutual fund  Designed to provide investors with a high level of monthly income; Invests in ultra -short duration, below investment grade floating rate loans that reset every 30, 

To achieve this aim, the Fund focuses primarily on investing in senior secured corporate loans and corporate debt securities with floating interest rates.

Managed by Eaton Vance, a pioneer in floating-rate loans since 1989, this portfolio diversifier provides broad exposure to the floating-rate loan market. In- depth  Senior loans typically hold a first lien priority and pay floating rates of interest, generally quoted as a spread over a reference floating rate benchmark. Under  23 Apr 2019 It's a term loan, which means it's a loan originated by a bank and then sold to investors. It's not tied to LIBOR but to ABR (Alternative Base Rate),  4 Oct 2019 A floating-rate bank loan fund designed to generate high current income; An actively managed portfolio built on a foundation of strong 

Fund Overview. Income and diversification potential. Bank loans, which offer a floating rate of income, may provide a hedge against rising rates. This actively 

24 Jul 2019 What are floating-rate loans and what role do these investments play in a bank- loan fund or bank loan is that they pay a floating-rate coupon. If you're considering investing in a floating-rate loan fund, here are six things to consider. Loans in the funds are typically granted to companies with low credit  How are floating-rate funds different from money market funds? Bank loans, like other short-term securities, are influenced by short-term interest rates, but loans  Floating Rate mutual funds are basically debt mutual funds which invest in fixed income securities and also floating interest rate securities like bonds, bank loans   30 Sep 2017 But he warns that the loans belong in actively run portfolios—not index funds—in which managers can assess credit risk. Loan covenants— 

Fund Overview. Income and diversification potential. Bank loans, which offer a floating rate of income, may provide a hedge against rising rates. This actively 

How are floating-rate funds different from money market funds? Bank loans, like other short-term securities, are influenced by short-term interest rates, but loans  Floating Rate mutual funds are basically debt mutual funds which invest in fixed income securities and also floating interest rate securities like bonds, bank loans   30 Sep 2017 But he warns that the loans belong in actively run portfolios—not index funds—in which managers can assess credit risk. Loan covenants—  1 Aug 2019 This floating feature makes loan prices less sensitive to shifts in interest rates, so flows into floating-rate loan funds tend to increase when the  Investment Objective. The Fund's objective is to seek a high level of current income by investing primarily in floating rate loans and other floating rate investments.

expected returns may be considering floating-rate bond funds (also known as bank loans, syndicated loans, leveraged loans, and loan- participation funds).1  Floating Rate Funds invest primarily in participation interests in collateralized senior corporate loans that have floating or variable rates. Past performance is no   The Fund invests primarily in senior floating rate bank loans which pay a variable rate that adjusts with short term interest rate changes. Capital Structure Fund Overview. Income and diversification potential. Bank loans, which offer a floating rate of income, may provide a hedge against rising rates. This actively