(PUB) Morningstar FundInvestor - page 1008

42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
11-30-13
Total Return %
Category Rank
30-
Day
Yld
%
Stand-
ard
Devia-
tion (R²)
Risk
Relative
to
Category
vs.Category
5Best
A N N U A L I Z E D 1 Best, 100 Worst
YTD 1 Yr 3 Yr 5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr
Historical Performance Historical Risk
Morningstar 500 Bond Funds
High-Quality Bond — -1.1 -0.9 5.5 10.9 5.7 — — — — — — 4.0 (54) —
Aberdeen Total Return Bond A BJBGX ´ CI QQQQ -2.5 -2.4 3.6 6.8 5.1 92 87 46 56 23 0.3 3.28 (80) +Avg
American Century Ginnie Mae Inv BGNMX ´ GI QQQQ -1.8 -1.7 2.3 4.3 4.4 43 34 28 31 20 1.9 2.51 (78) Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ -0.8 -0.8 4.6 7.3 5.1 34 37 16 44 25 3.0 2.92 (91) Avg
Dodge & Cox Income DODIX ΠCI QQQQ 0.7 0.9 4.4 8.5 5.2 9 10 19 22 21 2.2 2.76 (43) -Avg
DoubleLine Total Return Bond I DBLTX ˇ CI QQQQQ 0.7 1.0 6.1 — — 9 9 3 — — 4.9 2.59 (66) -Avg
Fidelity GNMA Fund FGMNX ΠGI QQQQQ -1.4 -1.3 2.8 4.9 4.9 24 21 10 18 8 2.4 2.68 (84) Avg
Fidelity Government Income FGOVX ΠGI QQQQ -1.6 -1.9 2.5 3.7 4.4 32 42 22 54 19 1.5 2.87 (90) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ 0.0 -0.2 3.3 7.6 4.3 17 22 59 37 61 1.8 2.40 (88) -Avg
Fidelity Investment Grade Bond FBNDX „ CI ]QQQQ -1.3 -1.4 4.0 7.9 4.5 56 60 31 31 52 2.4 2.90 (93) Avg
Fidelity Mortgage Secs FMSFX „ CI QQ -1.0 -0.9 3.0 5.5 4.0 43 40 65 77 73 2.6 2.32 (84) -Avg
Fidelity Spartan US Bond Idx Investor FBIDX ´ CI QQQ -1.7 -1.8 2.9 5.2 4.4 72 75 70 82 58 2.0 2.89 (99) Avg
Fidelity Total Bond FTBFX ΠCI QQQQ -0.5 -0.5 4.2 8.9 5.3 26 30 23 15 19 2.8 2.93 (84) Avg
Harbor Bond Institutional HABDX ΠCI QQQQ -0.5 -0.3 3.8 7.5 5.8 27 26 39 40 8 1.6 3.61 (47) +Avg
Harbor Real Return Instl HARRX Œ IP QQQQ -7.8 -8.3 3.1 8.0 — 65 63 24 9 — -0.1 5.71 (68) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQ 0.0 0.1 4.5 7.7 5.7 15 18 16 36 11 2.4 2.75 (77) -Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQQ 0.8 1.4 6.0 12.2 7.2 8 7 3 3 1 2.9 5.45 (24) High
Managers Bond Service MGFIX ´ CI QQQQQ 0.9 1.3 6.2 13.0 6.3 8 7 2 2 4 2.7 4.38 (38) High
Managers PIMCO Bond MBDFX ΠCI QQQQ -1.0 -0.9 3.8 8.1 5.8 43 42 38 28 9 1.1 3.41 (58) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ 0.7 1.1 5.5 9.7 6.6 9 9 6 7 2 2.4 2.90 (64) Avg
PIMCO Fundamental Advtg Abs Ret Strat D PFSDX ˇ CI QQQQ 3.7 4.9 4.3 9.4 — 2 2 21 10 — 0.6 4.14 (6) High
PIMCO Investment Grade Corp Bd Instl PIGIX „ TW QQQQQ -1.0 -0.6 6.6 11.6 7.3 64 57 15 40 11 2.9 4.99 (50) +Avg
PIMCO Low Duration D PLDDX ΠCS QQQQ 0.2 0.4 2.4 5.6 3.8 66 61 26 23 20 0.7 2.20 (28) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ -7.9 -8.4 3.1 8.8 5.1 76 69 26 4 10 1.2 5.92 (68) High
PIMCO Short-Term D PSHDX ΠUB QQQQ 0.7 0.8 1.3 3.2 2.5 22 23 29 21 11 0.6 0.97 (7) +Avg
PIMCO Total Return Instl PTTRX ΠCI ]QQQQQ -1.0 -0.7 4.2 7.9 6.3 41 35 24 31 4 2.0 3.85 (50) High
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ 0.2 0.3 5.9 13.8 7.3 14 15 3 1 1 1.8 2.88 (45) Avg
T. Rowe Price Corporate Income PRPIX ´ TW QQQ -1.1 -1.0 5.4 10.8 5.7 70 74 58 61 42 3.1 4.88 (63) +Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ -1.8 -1.6 2.3 4.4 4.3 41 33 29 28 22 2.5 2.40 (80) Avg
T. Rowe Price New Income PRCIX „ CI QQQQ -2.0 -2.0 3.1 6.5 4.9 81 78 64 62 31 2.5 2.96 (87) Avg
T. Rowe Price Short-Term Bond PRWBX „ CS QQQ 0.4 0.5 1.5 3.6 3.1 56 53 64 59 45 0.9 0.96 (32) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 2.2 2.6 6.3 9.6 7.1 3 4 2 7 1 3.6 2.93 (44) Avg
USAA Income USAIX ´ CI QQQQ 0.3 0.2 4.4 8.7 5.3 13 17 20 19 19 3.0 2.67 (82) -Avg
Vanguard GNMA Inv VFIIX ΠGI [QQQQ -1.5 -1.4 2.6 4.5 4.7 28 23 18 25 11 2.6 2.65 (78) Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP QQQQ -7.4 -8.0 3.3 6.7 4.9 47 47 10 25 24 -0.2 5.51 (71) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ -2.2 -2.6 4.2 7.4 5.6 87 91 25 42 12 2.7 4.55 (95) High
Vanguard Interm-Term Invmt-Grade Inv VFICX „ TW QQQ -0.8 -0.9 4.7 9.6 5.4 60 64 78 81 51 2.8 4.03 (71) -Avg
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ -1.6 -2.0 2.7 3.9 4.8 31 48 15 42 8 1.4 3.76 (86) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ TW QQQQ -5.7 -6.3 7.0 10.9 6.5 97 99 9 55 21 4.7 8.60 (76) High
Vanguard Long-Term Treasury Inv VUSTX „ GL QQQ -10.9 -12.7 4.7 4.4 6.0 52 56 61 67 71 3.5 12.64 (62) Avg
Vanguard Short-Term Bond Index Adm VBIRX „ CS [QQQ 0.5 0.5 1.7 3.2 3.5 51 54 58 70 29 0.7 1.26 (70) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ 0.0 0.0 1.2 2.5 3.2 22 19 24 31 15 0.5 1.11 (77) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX „ CS QQQQ 1.2 1.3 2.5 5.5 3.7 22 23 26 25 21 1.5 1.44 (35) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ 0.2 0.3 0.9 1.7 2.9 5 6 43 61 36 0.2 0.91 (63) Avg
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ -1.5 -1.7 3.0 5.2 4.7 65 70 67 82 42 2.2 2.89 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ -1.4 -1.4 4.1 11.1 5.2 59 59 27 4 23 2.5 2.82 (82) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ -0.6 -0.4 4.6 11.6 6.0 28 27 15 3 6 3.0 2.96 (75) Avg
High-Yield Bond — 6.3 7.9 8.5 16.8 7.0 — — — — — — 6.6 (2) —
American Funds American Hi Inc Tr A AHITX ˇ QQ 5.6 7.2 8.0 17.1 7.3 58 57 72 54 54 5.1 6.64 (1) Avg
BarCap US Agg Bond TR USD -1.5 -1.6 3.1 5.3 4.7
Categories Legend
E  New this month
][  Increase/decrease in rating
NR  No Morningstar Rating; fund
less than three years old.
Red  Lowest return in group
Green  Highest return in group
Italic  Extended performance
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