(PUB) Morningstar FundInvestor - page 576

42
Morningstar 500 Morningstar
Rating
Total Return %
02-28-13
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 — -0.3 3.6 6.0 4.7 4.3 — — — — — 0.8 4.3 (47) —
American Century Ginnie Mae Inv BGNMX ´ GI QQQQ 0.0 2.1 4.8 5.2 4.6 31 49 28 24 21 1.9 1.87 (61) Avg
Artio Total Return Bond A BJBGX ´ CI QQQQ -0.2 3.9 6.5 6.1 5.9 78 70 39 43 19 — 2.50 (64) Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ 0.2 6.3 7.3 6.1 5.6 32 27 20 41 25 2.8 2.42 (86) Avg
Dodge & Cox Income DODIX Œ CI QQQQ 0.4 5.2 6.3 6.9 5.5 19 45 45 23 27 — 2.39 (23) Avg
DoubleLine Total Return Bond I DBLTX ˇ CI NR 1.0 7.5 — — — 6 12 — — — — — (—)
Fidelity GNMA Fund FGMNX ΠGI QQQQQ 0.0 2.6 5.3 5.9 5.1 24 29 13 10 8 1.9 2.04 (73) Avg
Fidelity Government Income FGOVX ΠGI QQQQ -0.2 2.4 4.5 4.8 4.6 50 35 35 37 23 1.0 2.76 (89) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ 0.2 4.0 5.5 5.5 4.5 36 68 71 60 67 1.3 2.20 (85) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQ -0.2 4.6 6.7 5.8 4.8 81 55 33 49 53 1.5 2.36 (89) -Avg
Fidelity Mortgage Secs FMSFX „ CI QQQ -0.1 3.2 5.3 5.6 4.2 67 79 75 55 77 1.8 1.78 (74) Low
Fidelity Total Bond FTBFX ΠCI QQQQ 0.2 5.0 6.8 6.8 5.7 40 48 30 24 24 2.0 2.30 (70) -Avg
Harbor Bond Instl HABDX Œ CI QQQQ 0.4 7.0 6.3 6.9 6.2 17 18 43 23 14 — 3.05 (31) +Avg
Harbor Real Return Instl HARRX Œ IP QQQQQ -0.5 5.5 8.6 6.3 — 33 8 10 3 — — 4.33 (43) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQ 0.2 5.6 6.7 7.5 6.1 37 37 33 13 15 2.1 2.54 (63) Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQ 0.3 7.1 8.6 7.8 8.3 21 17 7 11 1 2.5 5.01 (4) High
Managers Bond MGFIX ´ CI QQQQQ 1.1 8.7 8.9 7.7 7.0 5 7 5 12 4 2.3 3.99 (14) High
Managers PIMCO Bond MBDFX ΠCI QQQQ 0.0 6.2 6.3 6.8 6.1 62 28 44 25 14 0.7 2.89 (42) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ 0.7 9.5 8.4 8.4 7.7 11 5 9 5 2 2.6 2.48 (45) Avg
PIMCO Fundamental Advtg Ttl Ret Strat D PFSDX ˇ CI QQQ 1.6 10.5 5.7 7.3 — 3 3 66 15 — 0.7 3.80 (1) High
PIMCO Investment Grade Corp Bd Instl PIGIX „ CI QQQQQ 0.9 11.8 10.5 10.4 8.1 7 2 1 1 1 3.0 4.41 (24) High
PIMCO Low Duration D PLDDX ΠCS QQQQ 0.2 4.3 3.6 4.1 3.9 61 14 22 20 17 0.2 2.04 (9) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ -0.4 5.9 8.7 6.1 6.2 30 5 7 7 11 -4.7 4.51 (42) +Avg
PIMCO Short-Term D PSHDX ΠUB QQQQ 0.3 2.2 1.5 2.3 2.6 23 19 42 12 14 0.6 0.88 (0) +Avg
PIMCO Total Return Instl PTTRX ΠCI QQQQQ 0.3 7.6 7.1 7.7 6.7 26 11 25 12 6 1.2 3.22 (31) +Avg
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ 0.3 7.1 8.5 10.0 7.9 21 17 8 1 2 1.7 2.67 (37) +Avg
Spartan U.S. Bond Index Investor FBIDX ´ CI QQQ -0.2 3.0 5.3 5.2 4.8 79 82 74 67 58 1.5 2.49 (99) Avg
T. Rowe Price Corporate Income PRPIX ´ CL QQ 0.1 7.6 8.8 7.7 6.6 45 71 77 69 69 2.6 4.28 (48) -Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ 0.0 2.5 4.8 5.2 4.6 20 33 27 25 22 2.2 1.78 (58) -Avg
T. Rowe Price New Income PRCIX „ CI QQQQ 0.0 4.4 5.8 6.2 5.4 55 60 60 40 32 1.7 2.27 (82) -Avg
T. Rowe Price Short-Term Bond PRWBX ΠCS QQQ 0.1 1.9 2.1 3.1 3.3 82 64 71 47 40 0.6 0.96 (22) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 0.8 10.9 9.0 9.3 7.1 7 3 5 2 3 3.0 2.47 (28) Avg
USAA Income USAIX ´ CI QQQQ 0.7 6.2 6.8 6.9 5.6 9 28 30 23 26 2.5 2.00 (71) Low
Vanguard GNMA Inv VFIIX ΠGI QQQQ -0.1 1.9 5.0 5.4 4.9 41 59 19 18 12 2.3 1.98 (65) Avg
Vanguard Inflation-Protected Secs Inv VIPSX Œ IP [QQQ -0.6 4.3 8.4 5.5 5.9 42 22 15 32 28 — 4.33 (47) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ 0.1 5.4 8.2 7.2 6.1 52 41 11 17 14 1.9 4.07 (94) High
Vanguard Interm-Term Invmt-Grade Inv VFICX ´ CI QQQQ 0.2 6.3 8.1 7.0 5.9 31 26 12 20 18 2.2 3.63 (60) High
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ 0.0 2.5 5.7 5.2 5.0 30 33 9 24 9 0.8 3.78 (87) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ CL QQQ -0.4 8.2 12.5 10.1 7.3 68 62 34 39 62 4.1 8.02 (64) +Avg
Vanguard Long-Term Treasury Inv VUSTX „ GL ]QQQQ -2.1 3.4 11.7 8.3 6.9 52 74 76 84 61 2.7 12.77 (58) Avg
Vanguard Short-Term Bond Index Adm VBIRX ΠCS QQQQ 0.2 1.7 2.7 3.2 3.6 51 72 49 41 28 0.5 1.28 (69) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ 0.1 1.1 2.1 2.9 3.3 21 35 35 29 17 0.3 1.13 (75) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX ´ CS QQQQ 0.3 3.3 3.4 3.7 3.9 41 31 26 28 18 1.1 1.43 (21) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ 0.1 0.7 1.5 2.1 3.0 30 54 52 61 33 0.1 1.00 (68) Avg
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ -0.2 3.1 5.4 5.5 5.0 77 80 72 59 45 1.7 2.55 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ -0.2 4.9 7.6 7.4 5.6 80 51 18 14 25 1.5 2.58 (55) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ 0.3 6.3 8.0 8.2 6.6 23 27 13 7 7 2.0 2.65 (46) Avg
High-Yield Bond — 1.8 10.7 10.6 8.5 8.2 — — — — — 4.8 7.2 (3) —
American Funds American Hi Inc Tr A AHITX ˇ QQQ 1.8 10.5 10.4 8.7 9.0 39 56 63 65 38 4.7 7.25 (3) Avg
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 1.7 10.2 10.9 9.6 9.5 52 63 41 36 20 4.2 6.31 (1) -Avg
BarCap US Agg Bond TR USD -0.2 3.1 5.5 5.5 5.0
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