(PUB) Morningstar FundInvestor - page 190

42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
03-31-14
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 — 3.2 1.6 6.2 10.6 5.5 — — — — — — 4.0 (55) —
Aberdeen Total Return Bond A BJBGX — CI QQQQ 2.0 -1.0 3.9 6.2 4.9 48 83 54 57 25 2.6 3.33 (82) +Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ 2.4 0.6 5.2 7.3 4.9 21 35 14 35 26 3.0 2.94 (92) Avg
Dodge & Cox Income DODIX ΠCI QQQQ 2.3 2.4 4.7 7.6 5.2 23 7 24 29 18 2.23 2.83 (46) Avg
DoubleLine Total Return Bond I DBLTX ˇ CI QQQQQ 2.4 1.1 6.2 — — 19 20 4 — — 4.2 2.76 (69) -Avg
Fidelity Spartan US Bond Idx Investor FBIDX ´ CI QQQ 1.8 -0.5 3.6 4.6 4.1 62 70 65 83 60 2.1 2.95 (99) Avg
Fidelity GNMA FGMNX ΠGI QQQQQ 2.0 -0.4 3.3 4.3 4.7 12 18 13 16 8 2.6 2.93 (83) +Avg
Fidelity Government Income FGOVX ΠGI [QQQ 1.6 -0.9 3.1 3.1 4.1 35 39 17 52 25 1.7 2.92 (90) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ 1.3 0.3 3.6 6.8 4.0 86 45 64 47 64 1.9 2.36 (89) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQQ 2.1 0.4 4.4 7.3 4.3 39 42 33 34 52 2.5 2.98 (94) Avg
Fidelity Mortgage Securities FMSFX — CI QQ 1.8 -0.1 3.4 5.1 3.8 64 56 72 75 74 2.7 2.54 (85) -Avg
Fidelity Total Bond FTBFX ΠCI QQQQ 2.2 0.9 4.6 8.0 5.1 33 26 27 23 20 2.8 3.00 (86) Avg
Harbor Bond Institutional HABDX ΠCI QQQQ 1.2 -0.9 3.7 6.6 5.5 88 81 60 49 11 1.5 3.72 (49) High
Harbor Real Return Instl HARRX Œ IP QQQQ 2.2 -7.2 3.1 5.1 — 12 71 24 15 — -0.2 5.77 (71) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQ 1.9 1.3 4.9 6.9 5.5 58 17 19 43 10 2.4 2.77 (78) -Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQQ 3.4 3.4 6.3 11.5 7.0 1 3 3 3 1 2.5 5.53 (24) High
Managers Bond Service MGFIX ´ CI QQQQQ 3.1 2.7 6.6 12.5 6.2 4 6 2 2 4 2.5 4.39 (39) High
Managers PIMCO Bond MBDFX ΠCI QQQQ 1.3 -0.9 3.7 7.2 5.4 84 80 59 38 12 1.4 3.57 (59) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ 1.8 1.1 5.6 9.2 6.3 69 22 8 8 3 2.0 2.95 (66) Avg
PIMCO Investment Grade Corp Bd Instl PIGIX „ TW QQQQQ 3.1 0.2 6.8 11.2 7.1 41 89 26 35 12 2.6 5.08 (52) +Avg
PIMCO Low Duration D PLDDX ΠCS QQQQ 0.3 -0.2 2.1 5.0 3.6 74 81 38 21 20 0.4 2.26 (30) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ 2.1 -7.5 3.2 6.1 4.5 15 82 21 3 8 -0.1 6.02 (70) High
PIMCO Short-Term D PSHDX ΠUB QQQQ 0.5 0.8 1.3 2.4 2.5 9 25 28 36 11 0.5 0.97 (8) +Avg
PIMCO Total Return Instl PTTRX ΠCI QQQQ 1.3 -1.2 4.2 6.9 5.9 85 88 43 44 5 1.6 3.97 (53) High
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ 1.3 0.8 5.9 13.0 6.9 86 29 5 1 1 2.0 2.94 (46) Avg
T. Rowe Price Corporate Income PRPIX ´ TW QQQ 3.5 1.6 6.5 10.3 5.4 25 59 44 65 45 3.1 4.92 (64) +Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ 1.7 -0.8 2.7 3.8 4.2 30 33 44 23 22 2.6 2.66 (81) Avg
T. Rowe Price New Income PRCIX „ CI QQQQ 2.1 -0.2 3.8 6.0 4.8 38 60 57 60 30 2.6 3.01 (88) Avg
T. Rowe Price Short-Term Bond PRWBX „ CS QQQ 0.4 0.5 1.5 2.9 3.0 70 54 66 67 45 0.9 0.97 (30) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 1.5 2.1 6.3 9.6 6.9 80 10 3 7 1 2.9 3.00 (45) Avg
USAA Income USAIX ´ CI QQQQ 2.4 1.1 4.9 8.4 5.1 21 20 19 19 18 2.9 2.71 (82) -Avg
Vanguard GNMA Inv VFIIX ΠGI QQQQQ 2.0 -0.3 3.0 4.0 4.6 9 16 24 21 10 2.6 2.89 (79) +Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP QQQQ 2.0 -6.8 3.3 4.7 4.3 20 54 12 26 25 -0.3 5.62 (73) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ 2.5 -1.4 5.4 6.7 5.3 15 90 11 47 15 2.7 4.50 (96) High
Vanguard Interm-Term Invmt-Grade Inv VFICX „ TW QQQ 2.4 0.6 5.5 9.1 5.2 80 83 76 81 56 2.7 3.99 (71) -Avg
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ 1.3 -2.1 3.5 3.1 4.4 68 81 9 50 15 1.6 3.70 (87) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ TW QQQQ 6.3 0.7 9.4 11.5 6.5 10 79 9 31 19 4.4 8.68 (79) High
Vanguard Long-Term Treasury Inv VUSTX „ GL QQQ 7.6 -4.5 8.2 4.7 5.9 25 22 39 71 71 3.3 12.83 (63) Avg
Vanguard Short-Term Bond Index Adm VBIRX „ CS QQQ 0.4 0.4 1.9 2.7 3.2 61 59 49 72 31 0.8 1.21 (72) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ 0.3 -0.1 1.4 1.9 3.1 39 20 23 32 15 0.6 1.07 (78) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX „ CS QQQQ 0.8 1.3 2.5 5.0 3.5 23 21 24 22 21 1.5 1.44 (37) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ 0.1 0.0 1.0 1.3 2.7 63 17 41 61 36 0.3 0.88 (65) Avg
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX — IP NR 0.2 -2.0 — — — 91 5 — — — -1.5 — (—)
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ 1.9 -0.2 3.7 4.7 4.4 56 59 60 82 44 2.2 2.92 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ 2.6 0.9 4.4 10.9 5.0 12 28 35 4 24 2.6 2.91 (86) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ 2.8 1.1 5.1 10.9 5.8 7 20 16 4 6 3.2 3.05 (77) Avg
High-Yield Bond — 2.6 6.8 7.7 15.7 6.8 — — — — — — 6.5 (3) —
American Funds American Hi Inc Tr A AHITX ˇ QQ 2.5 6.4 7.1 16.3 7.2 72 58 77 44 54 4.8 6.57 (1) Avg
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 2.5 7.1 8.0 17.3 7.7 73 39 40 23 34 3.8 5.88 (3) -Avg
BarCap US Agg Bond TR USD 1.8 -0.1 3.8 4.8 4.5
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