PEER GROUP ANALYSIS
This chart compares TSL to the highest rated funds in its peer group of Loan Participation funds. The above graph illustrates two key measures that investors should consider when assessing the investment potential of a particular fund. One of the key factors is how the fund has performed over the most recent reporting period, defined as the 1 year total return on the bottom axis. The second factor is the fund's reported expense ratio, on the right axis, which includes things like management fees. The best funds, with higher returns and lower expenses, stake out a position in the lower left part of this graph.
TOP RATED FUNDS : Loan Participation
|PIMCO Income Strategy Fund II||PFN||5.84||8.92||11.57||1.14||1|
|Invesco Dynamic Credit Opps||VTA||3.16||0.28||8.62||2.25||2|
|PowerShares Senior Loan||BKLN||1.29||1.20||3.95||0.64||3|
|iShares Treasury Floatg Rate Bd ETF||TFLO||-0.03||0.07||0.00||0.00||4|
|WisdomTree Bloomberg Float Rt Treas||USFR||0.08||-0.48||0.00||0.15||5|
|PIMCO Income Strategy Fund||PFL||1.86||10.72||11.32||1.19||6|
|Nuveen Floating Rate Income Opp||JRO||2.92||1.28||5.78||2.07||7|
|BlackRock Defined Opp Credit Trust||BHL||3.51||1.66||5.62||1.92||8|
|Voya Prime Rate Trust||PPR||3.93||0.07||6.99||2.15||9|
|THL Credit Senior Loan||TSL||6.38||5.48||0.00||0.00||29|
|The above table compares the total return performance and expense ratio of THL Credit Senior Loan to the top rated funds within the Loan Participation peer group. THL Credit Senior Loan ranks number 29 out of 29 Loan Participation closed-end and exchange-traded funds that we rate.|
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