(PUB) Morningstar FundInvestor - page 528

42
Morningstar 500 Morningstar
Rating
Total Return %
01-31-13
Total Return %
Category Rank
Yield
%
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
Morningstar
Analyst Rating
Historical Risk Historical Performance
Bond Funds
High-Quality Bond — -0.7 3.1 5.8 4.7 4.4 — — — — — — 4.3 (—) —
American Century Ginnie Mae Inv BGNMX ´ GI QQQQ -0.5 1.8 4.7 5.3 4.6 38 38 26 22 22 3.3 1.87 (61) Avg
Artio Total Return Bond A BJBGX ´ CI QQQQ -0.3 4.0 6.6 6.0 6.0 39 64 35 39 18 2.3 2.50 (65) Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ -0.4 6.1 7.2 6.0 5.7 55 31 22 39 25 3.8 2.42 (86) Avg
Dodge & Cox Income DODIX ΠCI QQQQ 0.0 5.7 6.2 6.7 5.6 13 37 47 23 28 3.5 2.40 (23) Avg
DoubleLine Total Return Bond I DBLTX ˇ CI NR 0.5 8.0 — — — 5 11 — — — 5.9 — (—)
Fidelity GNMA Fund FGMNX ΠGI QQQQQ -0.3 2.3 5.3 5.9 5.1 14 25 13 9 9 2.3 2.04 (73) Avg
Fidelity Government Income FGOVX ΠGI QQQQ -0.7 1.5 4.5 4.9 4.7 68 49 36 34 20 1.4 2.76 (89) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ -0.3 3.5 5.5 5.4 4.6 31 73 70 59 67 2.4 2.20 (85) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQ -0.6 4.3 6.7 5.7 4.9 77 60 32 50 53 2.4 2.36 (89) -Avg
Fidelity Mortgage Secs FMSFX „ CI QQQ -0.4 3.1 5.3 5.4 4.3 49 77 73 58 78 2.4 1.78 (74) Low
Fidelity Total Bond FTBFX ΠCI QQQQ -0.4 4.7 6.7 6.7 5.8 55 52 31 24 23 2.8 2.31 (70) -Avg
Harbor Bond Instl HABDX ΠCI QQQQ -0.2 6.5 6.3 6.8 6.2 28 25 44 21 14 2.5 3.05 (31) +Avg
Harbor Real Return Instl HARRX Œ IP ]QQQQQ -0.6 5.2 8.2 6.5 — 39 11 10 4 — 2.0 4.40 (42) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQ -0.4 5.8 6.6 7.5 6.2 55 36 33 11 15 3.0 2.54 (63) Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQ 0.6 8.9 9.0 7.8 8.6 4 8 5 8 1 4.8 4.98 (4) High
Managers Bond MGFIX ´ CI QQQQQ 0.6 9.6 8.9 7.5 7.1 4 6 6 12 4 3.9 4.00 (14) High
Managers PIMCO Bond MBDFX ΠCI QQQQ -0.6 5.9 6.3 6.7 6.2 72 34 45 23 15 3.1 2.89 (42) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ 0.1 9.7 8.4 8.2 7.7 10 5 9 5 2 3.6 2.48 (45) Avg
PIMCO Fundamental Advtg Ttl Ret Strat D PFSDX ˇ CI QQQ 0.9 10.0 5.9 — — 2 4 59 — — 0.2 3.83 (1) High
PIMCO Investment Grade Corp Bd Instl PIGIX „ CI QQQQQ 0.0 11.5 10.4 10.2 8.2 13 2 2 1 1 4.6 4.42 (24) High
PIMCO Low Duration D PLDDX ΠCS QQQQ -0.3 4.1 3.5 4.1 3.9 89 23 23 20 18 2.5 2.04 (9) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ -0.6 5.4 8.2 6.4 6.6 35 9 7 6 12 2.3 4.60 (41) +Avg
PIMCO Short-Term D PSHDX ΠUB [QQQQ 0.1 2.4 1.5 2.2 2.6 46 19 44 11 13 0.8 0.89 (0) +Avg
PIMCO Total Return Instl PTTRX ΠCI QQQQQ -0.3 7.3 7.0 7.6 6.7 32 17 24 11 7 4.0 3.22 (31) +Avg
EScout Core Plus Bond Instl SCPZX „ CI QQQQQ -0.1 7.1 8.6 9.7 7.9 18 18 8 1 2 1.8 2.66 (37) +Avg
Spartan U.S. Bond Index Investor FBIDX ´ CI QQQ -0.7 2.4 5.2 5.2 4.9 84 85 75 66 57 2.3 2.49 (99) Avg
T. Rowe Price Corporate Income PRPIX ´ CL QQ -0.7 7.9 8.5 7.4 6.7 49 55 81 69 69 3.9 4.30 (48) -Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ -0.6 2.1 4.6 5.2 4.6 57 31 30 26 23 4.1 1.78 (58) -Avg
T. Rowe Price New Income PRCIX ´ CI QQQQ -0.5 4.2 5.7 6.1 5.5 65 61 64 38 32 3.0 2.28 (82) -Avg
T. Rowe Price Short-Term Bond PRWBX ΠCS QQQ -0.1 2.0 2.2 3.2 3.4 81 65 71 45 38 2.0 0.96 (22) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 0.5 12.1 8.9 9.2 7.2 5 2 6 2 3 5.8 2.50 (28) Avg
USAA Income USAIX ´ CI QQQQ 0.0 5.9 6.7 6.7 5.7 12 34 32 24 26 3.6 2.00 (71) Low
Vanguard GNMA Inv VFIIX ΠGI QQQQ -0.6 1.3 5.0 5.5 5.0 51 55 19 18 12 2.6 1.98 (65) Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP QQQQ -0.7 3.8 7.9 5.8 6.3 52 32 19 31 30 2.5 4.45 (45) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI [QQQQ -0.9 4.3 8.0 7.1 6.3 98 59 12 16 13 3.1 4.06 (94) High
Vanguard Interm-Term Invmt-Grade Inv VFICX ´ CI QQQQ -0.5 6.2 8.0 6.9 6.0 66 29 13 19 17 3.5 3.63 (60) High
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ -0.7 1.1 5.6 5.4 5.2 82 65 10 21 8 1.3 3.78 (87) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ CL QQQ -1.5 7.4 11.9 9.7 7.5 70 62 36 45 62 4.6 8.06 (63) +Avg
Vanguard Long-Term Treasury Inv VUSTX „ GL QQQ -3.3 0.0 11.1 8.1 7.1 55 48 76 73 61 2.8 12.79 (58) Avg
Vanguard Short-Term Bond Index Adm VBIRX ΠCS QQQQ -0.1 1.4 2.6 3.4 3.7 78 80 52 35 27 1.5 1.28 (69) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ -0.1 0.8 2.1 3.0 3.4 57 41 36 30 20 0.6 1.13 (75) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX ´ CS QQQQ 0.1 3.5 3.4 3.7 3.9 54 33 28 28 17 2.2 1.43 (21) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ -0.1 0.4 1.5 2.3 3.0 36 57 52 58 33 0.4 1.00 (67) Avg
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ -0.7 2.5 5.3 5.4 5.1 88 84 73 60 46 2.6 2.55 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ -0.5 5.2 7.6 6.8 5.8 70 46 15 21 23 2.6 2.58 (55) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ -0.2 6.5 8.1 7.7 6.7 23 25 12 10 7 3.1 2.65 (46) Avg
High-Yield Bond — 1.3 12.7 10.5 8.1 8.3 — — — — — — 7.2 (—) —
American Funds American Hi Inc Tr A AHITX ˇ QQQ 1.4 12.5 10.5 8.3 9.1 37 55 57 65 36 6.9 7.25 (3) Avg
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 1.2 11.9 10.7 9.1 9.6 57 70 44 39 20 6.5 6.33 (1) -Avg
BarCap US Agg Bond TR USD -0.7 2.6 5.4 5.5 5.1
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
UB Ultrashort Bond