(PUB) Morningstar FundInvestor - page 238

42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
04-30-14
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 — 4.4 1.0 6.0 10.0 6.0 — — — — — — 4.0 (55) —
Aberdeen Total Return Bond A BJBGX — CI QQQQ 2.8 -1.7 3.5 6.0 5.3 52 91 60 59 22 2.5 3.22 (81) +Avg
AMG Managers Bond Service MGFIX ´ CI QQQQQ 4.0 2.0 6.1 11.8 6.6 5 7 3 1 4 2.4 4.30 (37) High
AMG Managers Total Return Bond MBDFX ΠCI QQQQ 2.3 -1.0 3.5 6.7 5.8 79 79 61 44 11 1.6 3.48 (58) +Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ 3.3 0.4 5.0 7.4 5.2 19 32 13 28 26 2.9 2.90 (92) Avg
Dodge & Cox Income DODIX Œ CI QQQQ 3.2 2.5 4.6 7.1 5.4 23 4 22 33 19 — 2.80 (45) Avg
DoubleLine Total Return Bond I DBLTX ˇ CI QQQQQ 3.1 0.8 6.0 — — 29 20 3 — — 4.7 2.74 (68) -Avg
Fidelity Spartan US Bond Idx Investor FBIDX ´ CI QQQ 2.8 -0.5 3.4 4.7 4.5 53 65 64 82 58 2.1 2.90 (99) Avg
Fidelity GNMA FGMNX ΠGI QQQQQ 3.0 -0.1 3.2 4.5 5.0 7 19 13 15 9 2.6 2.87 (83) +Avg
Fidelity Government Income FGOVX ΠGI ]QQQQ 2.3 -1.0 2.9 3.3 4.5 43 49 20 48 22 1.7 2.87 (89) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ 1.8 0.1 3.4 6.4 4.3 88 44 65 49 66 1.8 2.29 (88) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQQ 3.0 0.2 4.2 7.1 4.6 38 41 34 32 51 2.4 2.92 (94) Avg
Fidelity Mortgage Securities FMSFX — CI QQ 2.7 0.2 3.2 5.2 4.0 58 40 71 74 75 2.7 2.47 (85) -Avg
Fidelity Total Bond FTBFX ΠCI QQQQ 3.0 0.5 4.4 7.6 5.4 37 29 28 24 20 2.6 2.93 (85) Avg
Harbor Bond Institutional HABDX ΠCI QQQQ 2.0 -1.2 3.4 6.4 5.8 84 83 63 50 11 1.6 3.66 (48) High
Harbor Real Return Instl HARRX Œ IP QQQQ 3.6 -6.7 2.8 5.8 — 11 72 24 14 — -0.1 5.66 (70) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQ 2.7 1.2 4.7 6.9 5.9 56 14 21 39 10 2.2 2.71 (77) -Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQQ 4.3 2.2 5.7 10.8 7.5 2 5 6 3 1 2.5 5.39 (22) High
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ 2.6 0.6 5.5 9.0 6.7 68 27 7 8 3 2.0 2.93 (65) Avg
PIMCO Investment Grade Corp Bd Instl PIGIX „ TW QQQQQ 4.2 -0.9 6.5 10.8 7.5 46 94 32 30 12 2.9 5.01 (51) +Avg
PIMCO Low Duration D PLDDX ΠCS QQQQ 0.7 -0.4 1.9 4.5 3.7 60 85 41 27 20 1.1 2.22 (28) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ 3.5 -7.0 2.8 6.5 5.1 14 80 22 3 8 3.6 5.90 (69) High
PIMCO Short-Term D PSHDX ΠUB QQQQ 0.5 0.6 1.2 2.2 2.5 14 30 31 38 11 0.6 0.96 (6) +Avg
PIMCO Total Return Instl PTTRX ΠCI QQQQ 2.1 -1.7 3.8 6.7 6.2 83 91 48 42 5 2.0 3.90 (51) High
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ 1.4 0.4 5.6 10.6 7.2 93 32 7 4 1 0.9 2.92 (43) Avg
T. Rowe Price Corporate Income PRPIX ´ TW QQQ 4.9 1.1 6.3 9.8 5.9 23 52 40 65 42 3.0 4.87 (63) +Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ 2.6 -0.7 2.6 3.9 4.5 20 36 40 28 23 2.4 2.63 (81) Avg
T. Rowe Price New Income PRCIX „ CI QQQQ 2.9 -0.6 3.6 5.7 5.1 42 68 57 64 30 2.6 2.96 (88) Avg
T. Rowe Price Short-Term Bond PRWBX „ CS QQQ 0.7 0.7 1.4 2.7 3.1 54 44 63 65 43 0.9 0.93 (28) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 2.4 1.7 6.3 9.3 7.2 75 9 2 6 1 2.8 3.00 (45) Avg
USAA Income USAIX — CI QQQQ 3.4 0.9 4.9 8.1 5.5 17 20 16 18 17 2.9 2.69 (82) -Avg
Vanguard GNMA Inv VFIIX ΠGI QQQQQ 3.0 -0.1 2.8 4.1 4.9 10 20 25 22 11 2.8 2.84 (78) +Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP QQQQ 3.4 -6.2 3.0 5.3 4.9 20 53 13 25 20 -0.2 5.51 (73) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ 3.4 -1.8 5.0 6.8 5.7 17 93 13 40 13 2.7 4.43 (95) High
Vanguard Interm-Term Invmt-Grade Inv VFICX „ TW QQQ 3.3 0.3 5.1 8.7 5.6 82 77 77 82 55 2.7 3.90 (70) -Avg
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ 1.8 -2.3 3.1 3.6 4.8 83 85 13 38 12 1.6 3.62 (86) +Avg
Vanguard Long-Term Investment-Grade Inv VWESX ´ TW QQQQ 8.4 -0.9 9.1 11.8 7.3 10 92 9 20 15 4.2 8.63 (79) High
Vanguard Long-Term Treasury Inv VUSTX „ GL QQQ 9.5 -6.4 8.1 6.1 6.7 34 44 35 85 71 3.1 12.82 (64) Avg
Vanguard Short-Term Bond Index Adm VBIRX — CS QQQ 0.7 0.4 1.6 2.7 3.4 54 59 53 68 30 0.9 1.12 (73) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ 0.6 -0.1 1.2 1.8 3.2 38 25 24 35 16 0.5 1.01 (79) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX „ CS QQQQ 1.1 1.3 2.4 4.6 3.7 24 16 25 25 20 1.5 1.40 (35) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ 0.4 0.1 0.9 1.3 2.8 57 15 43 61 37 0.4 0.80 (67) Avg
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX — IP NR 0.7 -1.0 — — — 92 5 — — — -1.4 — (—)
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ 2.7 -0.4 3.5 4.8 4.8 56 58 59 80 43 2.2 2.87 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ 3.8 1.1 4.3 10.1 5.4 7 17 30 4 21 2.6 2.90 (85) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ 3.9 1.1 5.0 10.1 6.2 6 15 13 4 6 3.2 3.03 (76) Avg
High-Yield Bond — 3.1 5.5 7.3 13.9 6.9 — — — — — — 6.5 (3) —
American Funds American Hi Inc Tr A AHITX ˇ QQ 3.1 5.2 6.8 14.4 7.4 60 57 75 40 53 4.3 6.56 (1) Avg
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 3.0 5.7 7.7 14.8 7.7 73 41 38 30 37 3.7 5.86 (2) -Avg
BarCap US Agg Bond TR USD 2.7 -0.3 3.6 4.9 4.8
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