(PUB) Morningstar FundInvestor

42

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 03-31-14

Total Return % Category Rank

30- Day Yld %

Stand- ard Devia- tion

Risk Relative to Category

Morningstar Analyst Rating

1  Best, 100  Worst

A N N U A L I Z E D

Morningstar 500 Bond Funds High-Quality Bond

YTD 1 Yr

3 Yr

5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

(R²)

— 3.2 1.6 6.2 10.6 5.5 — — — — — — 4.0 (55) —

QQQQ QQQQ QQQQ

Aberdeen Total Return Bond A BJBGX Baird Aggregate Bond Inst BAGIX

— CI — CI

2.0 -1.0 3.9 6.2 4.9 48 83 54 57 25 2.6 3.33 (82) 2.4 0.6 5.2 7.3 4.9 21 35 14 35 26 3.0 2.94 (92) 2.3 2.4 4.7 7.6 5.2 23 7 24 29 18 2.23 2.83 (46) 2.4 1.1 6.2 — — 19 20 4 — — 4.2 2.76 (69) 1.8 -0.5 3.6 4.6 4.1 62 70 65 83 60 2.1 2.95 (99) 2.0 -0.4 3.3 4.3 4.7 12 18 13 16 8 2.6 2.93 (83) 1.6 -0.9 3.1 3.1 4.1 35 39 17 52 25 1.7 2.92 (90) 1.3 0.3 3.6 6.8 4.0 86 45 64 47 64 1.9 2.36 (89) 2.1 0.4 4.4 7.3 4.3 39 42 33 34 52 2.5 2.98 (94) 1.8 -0.1 3.4 5.1 3.8 64 56 72 75 74 2.7 2.54 (85) 2.2 0.9 4.6 8.0 5.1 33 26 27 23 20 2.8 3.00 (86) 1.2 -0.9 3.7 6.6 5.5 88 81 60 49 11 1.5 3.72 (49) 2.2 -7.2 3.1 5.1 — 12 71 24 15 — -0.2 5.77 (71) 1.9 1.3 4.9 6.9 5.5 58 17 19 43 10 2.4 2.77 (78)

+Avg

Avg Avg

Œ

Dodge & Cox Income DODIX

CI CI CI

ˇ ´

QQQQQ

DoubleLine Total Return Bond I DBLTX Fidelity Spartan US Bond Idx Investor FBIDX

-Avg

QQQ

Avg

Œ Œ

QQQQQ

Fidelity GNMA FGMNX

GI

+Avg +Avg -Avg

GI [QQQ

Fidelity Government Income FGOVX Fidelity Intermediate Bond FTHRX Fidelity Investment Grade Bond FBNDX Fidelity Mortgage Securities FMSFX

´ „

QQQ

CI CI

QQQQ

Avg

QQ

— CI

-Avg

Œ Œ Œ „ Œ ´ Œ Œ „ Œ Œ Œ Œ „ ´ ´ „ „ ´ ´ „ „ ´ „ „ Œ „ „ Œ „ „ Œ Œ

QQQQ QQQQ QQQQ QQQQ

Fidelity Total Bond FTBFX

CI CI IP CI CI CI CI CI

Avg

Harbor Bond Institutional HABDX Harbor Real Return Instl HARRX Janus Flexible Bond T JAFIX

High +Avg -Avg High High +Avg +Avg +Avg High +Avg High Avg

3.4

QQQQQ QQQQQ

Loomis Sayles Investment Grade Bond A LIGRX

3.4

6.3 11.5 7.0

1 3 3 3 1 2.5 5.53 (24)

Managers Bond Service MGFIX Managers PIMCO Bond MBDFX

3.1 2.7 6.6 12.5 6.2

4 6 2 2 4 2.5 4.39 (39)

QQQQ

1.3 -0.9 3.7 7.2 5.4 84 80 59 38 12 1.4 3.57 (59) 1.8 1.1 5.6 9.2 6.3 69 22 8 8 3 2.0 2.95 (66)

QQQQQ QQQQQ

Metropolitan West Total Return Bond M MWTRX PIMCO Investment Grade Corp Bd Instl PIGIX

7.1

TW

3.1 0.2 6.8 11.2

41 89 26 35 12 2.6 5.08 (52)

QQQQ QQQQ QQQQ QQQQ

PIMCO Low Duration D PLDDX

CS

0.3 -0.2 2.1 5.0 3.6 74 81 38 21 20 0.4 2.26 (30)

2.1 -7.5

PIMCO Real Return D PRRDX PIMCO Short-Term D PSHDX PIMCO Total Return Instl PTTRX Scout Core Plus Bond Instl SCPZX T. Rowe Price Corporate Income PRPIX T. Rowe Price GNMA PRGMX T. Rowe Price New Income PRCIX T. Rowe Price Short-Term Bond PRWBX TCW Total Return Bond I TGLMX

IP

3.2 6.1 4.5 15 82 21 3 8 -0.1 6.02 (70)

2.5

UB

0.5 0.8 1.3 2.4

9 25 28 36 11 0.5 0.97 (8)

CI CI

1.3 -1.2 4.2 6.9 5.9 85 88 43 44 5 1.6 3.97 (53)

1.3 0.8 5.9 13.0

QQQQQ

6.9 86 29 5 1 1 2.0 2.94 (46)

Avg

QQQ

TW

3.5 1.6 6.5 10.3 5.4 25 59 44 65 45 3.1 4.92 (64)

+Avg

QQQQ QQQQ

GI CI

1.7 -0.8 2.7 3.8 4.2 30 33 44 23 22 2.6 2.66 (81) 2.1 -0.2 3.8 6.0 4.8 38 60 57 60 30 2.6 3.01 (88) 0.4 0.5 1.5 2.9 3.0 70 54 66 67 45 0.9 0.97 (30) 1.5 2.1 6.3 9.6 6.9 80 10 3 7 1 2.9 3.00 (45) 2.4 1.1 4.9 8.4 5.1 21 20 19 19 18 2.9 2.71 (82) 2.0 -6.8 3.3 4.7 4.3 20 54 12 26 25 -0.3 5.62 (73) 2.5 -1.4 5.4 6.7 5.3 15 90 11 47 15 2.7 4.50 (96) 2.4 0.6 5.5 9.1 5.2 80 83 76 81 56 2.7 3.99 (71) 1.3 -2.1 3.5 3.1 4.4 68 81 9 50 15 1.6 3.70 (87) 7.6 -4.5 8.2 4.7 5.9 25 22 39 71 71 3.3 12.83 (63) 0.4 0.4 1.9 2.7 3.2 61 59 49 72 31 0.8 1.21 (72) 0.3 -0.1 1.4 1.9 3.1 39 20 23 32 15 0.6 1.07 (78) 0.8 1.3 2.5 5.0 3.5 23 21 24 22 21 1.5 1.44 (37) 2.0 -0.3 3.0 4.0 4.6 9 16 24 21 10 2.6 2.89 (79) 6.3 0.7 9.4 11.5 6.5 10 79 9 31 19 4.4 8.68 (79)

Avg Avg

QQQ

CS

-Avg

QQQQQ

CI CI GI IP

Avg

QQQQ

USAA Income USAIX

-Avg

QQQQQ

Vanguard GNMA Inv VFIIX

+Avg +Avg High -Avg High

QQQQ QQQQ

Vanguard Inflation-Protected Secs Inv VIPSX Vanguard Interm-Term Bond Index Adm VBILX Vanguard Interm-Term Invmt-Grade Inv VFICX Vanguard Interm-Term Treasury Inv VFITX Vanguard Long-Term Treasury Inv VUSTX Vanguard Short-Term Bond Index Adm VBIRX Vanguard Short-Term Federal Inv VSGBX Vanguard Short-Term Investment-Grade Inv VFSTX Vanguard Short-Term Treasury Inv VFISX Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX Vanguard Total Bond Market Index Adm VBTLX Vanguard Long-Term Investment-Grade Inv VWESX

— CI

QQQ

TW

QQQQ QQQQ

GI

TW

High

QQQ QQQ

GL CS GS CS

Avg Avg Avg Avg

QQQQ QQQQ

0.1

1.0 1.3

QQQ

GS

0.0

2.7 63 17 41 61 36 0.3 0.88 (65)

Avg

— IP NR

0.2 -2.0 — — — 91 5 — — — -1.5 — (—) 1.9 -0.2 3.7 4.7 4.4 56 59 60 82 44 2.2 2.92 (99) 2.6 0.9 4.4 10.9 5.0 12 28 35 4 24 2.6 2.91 (86)

QQQ

CI CI CI

Avg Avg Avg

QQQQ

Western Asset Core Bond I WATFX Western Asset Core Plus Bond I WACPX

QQQQQ

2.8 1.1 5.1 10.9 5.8

7 20 16 4 6 3.2 3.05 (77)

High-Yield Bond

— 2.6 6.8 7.7 15.7 6.8 — — — — — — 6.5 (3) —

ˇ QQ „ QQQ

American Funds American Hi Inc Tr A AHITX Eaton Vance Income Fund of Boston A EVIBX

2.5 6.4 7.1 16.3 7.2 72 58 77 44 54 4.8 6.57 (1) 2.5 7.1 8.0 17.3 7.7 73 39 40 23 34 3.8 5.88 (3)

Avg

-Avg

BarCap US Agg Bond TR USD

1.8 -0.1 3.8 4.8 4.5

Legend

Categories

CI Intermediate-Term Bond CL Long-Term Bond CS Short-Term Bond

GI IntermediateGovernmentBond GL Long Government Bond GS Short Government Bond

IP Inflation-Protected Bond TW Corporate Bond UB Ultrashort Bond

Red  Lowest return in group Green  Highest return in group Italic  Extended performance

E  New this month ][  Increase/decrease in rating NR  No Morningstar Rating; fund less than three years old.