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4 Solid Bank-Loan Funds

Bank-loan funds offer protection against rising interest rates but aren’t impervious to other risks; we think these funds follow solid strategies.

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Karen Wallace: Rising interest rates have held back returns in most domestic bond categories in 2018, but the bank-loan category is in the black for the year to date. Here to discuss some of the performance drivers and some of our analysts' picks in the category is Brian Moriarty. He is an analyst in our fixed income manager research group.

Brian, thanks so much for being here.

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Brian Moriarty does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.