(PUB) Morningstar FundInvestor - page 46

42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
12-31-13
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 — -1.2 -1.2 5.6 9.6 5.5 — — — — — — 4.0 (54) —
Aberdeen Total Return Bond A BJBGX ´ CI QQQQ -2.9 -2.9 3.5 5.7 4.9 89 89 53 63 28 0.3 3.29 (82) +Avg
American Century Ginnie Mae Inv BGNMX ´ GI QQQQ -2.3 -2.3 2.4 3.8 4.3 36 36 35 29 19 1.9 2.49 (78) Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ -1.3 -1.3 4.8 6.7 4.9 36 36 15 42 25 3.1 2.85 (91) Avg
Dodge & Cox Income DODIX ΠCI QQQQ 0.6 0.6 4.4 7.2 5.1 8 8 23 30 20 2.2 2.76 (43) Avg
DoubleLine Total Return Bond I DBLTX ˇ CI QQQQQ 0.0 0.0 6.1 — — 13 13 3 — — 4.9 2.59 (64) -Avg
Fidelity GNMA Fund FGMNX ΠGI QQQQQ -2.2 -2.2 2.8 4.5 4.7 29 29 14 16 7 2.4 2.69 (84) Avg
Fidelity Government Income FGOVX ΠGI QQQQ -2.6 -2.6 2.6 2.8 4.2 45 45 23 65 20 1.8 2.82 (89) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ -0.6 -0.6 3.4 6.9 4.1 23 23 56 38 62 1.9 2.31 (88) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQQ -1.7 -1.7 4.1 7.2 4.3 52 52 33 30 53 2.5 2.89 (94) Avg
Fidelity Mortgage Secs FMSFX „ CI QQ -1.8 -1.8 2.9 5.1 3.8 55 55 74 74 75 2.7 2.36 (85) -Avg
Fidelity Spartan US Bond Idx Investor FBIDX ´ CI QQQ -2.4 -2.4 3.0 4.4 4.2 75 75 70 84 59 2.1 2.84 (99) Avg
Fidelity Total Bond FTBFX ΠCI QQQQ -0.9 -0.9 4.3 8.1 5.1 28 28 26 16 20 2.9 2.92 (85) Avg
Harbor Bond Institutional HABDX ΠCI QQQQ -1.5 -1.5 3.7 6.5 5.6 44 44 47 45 9 1.5 3.63 (47) +Avg
Harbor Real Return Instl HARRX Œ IP QQQQ -9.2 -9.2 3.1 6.3 — 70 70 26 9 — -0.3 5.70 (68) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQ -0.2 -0.2 4.7 6.8 5.6 15 15 17 40 10 2.4 2.71 (76) -Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQQ 1.0 1.0 5.8 10.9 6.9 6 6 5 3 1 3.0 5.45 (27) High
Managers Bond Service MGFIX ´ CI QQQQQ 1.1 1.1 6.3 11.7 6.1 6 6 2 2 4 2.7 4.36 (38) High
Managers PIMCO Bond MBDFX ΠCI QQQQ -2.0 -2.0 3.7 7.1 5.6 62 62 46 31 10 1.3 3.43 (57) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ 0.2 0.2 5.5 8.9 6.4 11 11 7 8 2 2.5 2.88 (64) Avg
PIMCO Investment Grade Corp Bd Instl PIGIX „ TW QQQQQ -1.7 -1.7 6.5 9.9 7.1 74 74 19 53 11 2.8 5.01 (51) +Avg
PIMCO Low Duration D PLDDX ΠCS QQQQ -0.2 -0.2 2.3 4.9 3.7 74 74 33 28 20 0.7 2.22 (30) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ -9.4 -9.4 3.1 6.9 4.8 81 81 28 3 8 1.2 5.91 (68) High
PIMCO Short-Term D PSHDX ΠUB QQQQ 0.6 0.6 1.3 2.9 2.5 36 36 35 34 14 0.6 0.97 (7) +Avg
PIMCO Total Return Instl PTTRX ΠCI [QQQQ -1.9 -1.9 4.1 6.9 6.0 60 60 32 36 4 1.8 3.89 (51) High
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ -0.4 -0.4 5.8 12.0 7.1 18 18 5 2 1 1.8 2.90 (46) Avg
T. Rowe Price Corporate Income PRPIX ´ TW QQQ -1.4 -1.4 5.7 9.6 5.4 73 73 52 58 42 3.3 4.82 (62) +Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ -2.4 -2.4 2.2 3.9 4.2 37 37 44 27 23 2.5 2.42 (81) Avg
T. Rowe Price New Income PRCIX „ CI QQQQ -2.3 -2.3 3.2 5.8 4.8 72 72 64 62 31 2.5 2.93 (88) Avg
T. Rowe Price Short-Term Bond PRWBX „ CS QQQ 0.3 0.3 1.5 3.3 3.1 55 55 66 57 44 0.7 0.96 (31) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 1.7 1.7 6.3 9.8 7.0 4 4 2 5 1 3.3 2.92 (43) Avg
USAA Income USAIX ´ CI QQQQ -0.2 -0.2 4.5 8.1 5.2 15 15 21 15 19 3.0 2.61 (81) -Avg
Vanguard GNMA Inv VFIIX ΠGI QQQQ -2.2 -2.2 2.5 3.9 4.6 32 32 25 26 11 2.7 2.67 (78) Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP QQQQ -8.9 -8.9 3.3 5.3 4.6 56 56 17 22 22 -0.1 5.52 (71) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ -3.5 -3.5 4.6 6.0 5.4 95 95 19 56 14 2.8 4.36 (95) High
Vanguard Interm-Term Invmt-Grade Inv VFICX „ TW QQQ -1.4 -1.4 5.0 8.5 5.3 72 72 76 77 51 2.9 3.92 (70) -Avg
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ -3.1 -3.1 3.0 2.9 4.6 64 64 11 61 11 1.5 3.60 (85) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ TW [QQQ -5.9 -5.9 7.2 8.2 6.4 97 97 8 82 21 4.6 8.57 (77) High
Vanguard Long-Term Treasury Inv VUSTX „ GL QQQ -13.0 -13.0 5.2 2.2 5.7 56 56 69 57 71 3.6 12.52 (61) Avg
Vanguard Short-Term Bond Index Adm VBIRX „ CS QQQ 0.2 0.2 1.8 2.7 3.4 60 60 55 73 31 0.8 1.20 (69) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ -0.4 -0.4 1.3 2.0 3.2 33 33 20 35 14 0.6 1.04 (77) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX „ CS QQQQ 1.0 1.0 2.5 5.2 3.6 29 29 29 21 21 1.6 1.44 (34) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ -0.1 -0.1 1.0 1.4 2.8 14 14 43 61 35 0.3 0.88 (60) Avg
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ -2.2 -2.2 3.2 4.4 4.5 67 67 67 83 43 2.2 2.82 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ -1.9 -1.9 4.1 9.4 5.0 57 57 30 6 25 2.5 2.81 (82) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ -1.1 -1.1 4.6 10.1 5.8 31 31 18 4 6 3.0 2.95 (75) Avg
High-Yield Bond — 6.9 6.9 8.0 15.9 6.8 — — — — — — 6.6 (2) —
American Funds American Hi Inc Tr A AHITX ˇ QQ 6.4 6.4 7.5 16.2 7.1 52 52 71 51 52 4.8 6.59 (1) Avg
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 7.3 7.3 8.4 18.1 7.6 33 33 37 16 32 4.0 5.90 (3) -Avg
BarCap US Agg Bond TR USD -2.0 -2.0 3.3 4.4 4.6
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