(PUB) Morningstar FundInvestor - page 624

42
Morningstar 500
Morningstar
Analyst Rating
Historical Risk Historical Performance
Morningstar
Rating
Total Return %
03-31-13
Total Return %
Category Rank
30-
Day
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 Bond Funds
High-Quality Bond — -0.2 4.5 6.0 4.9 4.3 — — — — — 0.93 4.3 (47) —
American Century Ginnie Mae Inv BGNMX ´ GI QQQQ 0.1 2.2 4.7 5.3 4.6 24 62 31 23 20 1.8 1.88 (62) Avg
Artio Total Return Bond A BJBGX ´ CI QQQQ 0.0 4.7 6.4 6.1 5.9 65 63 38 46 19 — 2.51 (65) Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ 0.5 6.7 7.3 6.5 5.6 29 29 18 35 26 2.7 2.42 (87) Avg
Dodge & Cox Income DODIX Œ CI QQQQ 0.5 5.4 6.0 7.0 5.6 23 50 52 23 27 — 2.38 (26) Avg
DoubleLine Total Return Bond I DBLTX ˇ CI NR 1.3 7.4 — — — 6 20 — — — — — (—)
Fidelity GNMA Fund FGMNX ΠGI QQQQQ 0.2 2.7 5.3 5.9 5.1 17 35 14 9 8 1.9 2.03 (73) Avg
Fidelity Government Income FGOVX ΠGI QQQQ -0.1 3.2 4.7 4.7 4.6 43 22 30 40 21 1.0 2.72 (89) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ 0.4 4.4 5.5 5.7 4.5 35 68 68 57 67 1.3 2.20 (85) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQ 0.0 5.1 6.7 6.1 4.8 70 55 32 44 54 1.5 2.36 (89) -Avg
Fidelity Mortgage Secs FMSFX „ CI QQQ 0.1 3.2 5.3 5.9 4.2 62 88 74 50 78 1.8 1.78 (74) Low
Fidelity Total Bond FTBFX ΠCI QQQQ 0.3 5.5 6.7 6.9 5.6 40 48 31 25 25 2.0 2.32 (72) -Avg
Harbor Bond Instl HABDX Œ CI QQQQ 0.7 7.3 6.2 7.0 6.2 17 21 44 23 13 — 3.05 (32) +Avg
Harbor Real Return Instl HARRX Œ IP [QQQQ -0.1 6.9 8.6 6.1 — 28 9 9 9 — — 4.33 (43) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQ 0.4 6.2 6.7 7.4 6.1 31 37 32 15 15 2.0 2.54 (64) Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQ 1.0 8.2 8.3 8.1 8.4 10 12 9 10 1 2.5 4.98 (5) High
Managers Bond Service MGFIX ´ CI QQQQQ 1.5 9.7 8.6 8.0 7.0 5 7 6 10 3 2.4 3.97 (16) High
Managers PIMCO Bond MBDFX ΠCI QQQQ 0.2 6.5 6.3 6.9 6.1 46 32 43 24 14 0.7 2.90 (43) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ 0.9 9.4 8.3 8.5 7.7 12 7 8 6 2 2.6 2.49 (46) Avg
PIMCO Fundamental Advtg Abs Ret Strat D PFSDX ˇ CI QQQ 3.0 12.2 6.0 7.6 — 1 2 54 14 — 0.8 3.83 (1) High
PIMCO Investment Grade Corp Bd Instl PIGIX „ CI QQQQQ 1.2 12.4 10.2 10.7 8.1 7 2 1 1 1 3.1 4.42 (26) High
PIMCO Low Duration D PLDDX ΠCS QQQQ 0.4 4.5 3.5 4.4 3.9 46 14 25 17 18 0.4 2.03 (10) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ 0.0 7.2 8.7 6.3 6.5 27 5 7 5 11 -3.1 4.51 (42) +Avg
PIMCO Short-Term D PSHDX ΠUB QQQQ 0.3 2.0 1.5 2.4 2.6 20 20 40 12 13 0.6 0.89 (0) +Avg
PIMCO Total Return Instl PTTRX ΠCI QQQQQ 0.6 7.9 6.9 7.8 6.7 20 15 26 12 6 1.4 3.22 (32) +Avg
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ 0.1 6.7 8.3 9.7 7.8 58 29 8 2 2 1.5 2.71 (37) +Avg
Spartan U.S. Bond Index Investor FBIDX ´ CI QQQ -0.1 3.7 5.4 5.3 4.8 76 80 71 72 58 1.5 2.48 (99) Avg
T. Rowe Price Corporate Income PRPIX ´ CL QQ 0.4 8.8 8.7 7.9 6.5 40 75 75 69 69 2.6 4.29 (49) -Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ 0.0 2.2 4.7 5.2 4.6 34 60 34 25 23 2.2 1.80 (58) -Avg
T. Rowe Price New Income PRCIX „ CI QQQQ 0.0 4.9 5.7 6.1 5.4 65 61 63 45 32 1.8 2.28 (83) -Avg
T. Rowe Price Short-Term Bond PRWBX ΠCS QQQ 0.2 1.9 2.2 3.2 3.3 70 65 70 49 41 0.8 0.96 (21) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 1.1 10.4 9.1 9.5 7.2 8 5 4 2 3 3.0 2.45 (27) Avg
USAA Income USAIX ´ CI QQQQ 1.0 6.6 6.8 6.9 5.6 10 30 29 24 26 2.6 2.00 (72) Low
Vanguard GNMA Inv VFIIX ΠGI QQQQ 0.1 2.0 5.0 5.4 5.0 27 70 22 19 12 2.0 1.98 (66) Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP ]QQQQ -0.3 5.7 8.4 5.5 6.1 43 18 13 30 26 -1.2 4.32 (47) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ 0.3 6.7 8.4 7.2 6.2 38 29 8 19 13 1.9 4.04 (94) High
Vanguard Interm-Term Invmt-Grade Inv VFICX ´ CI QQQQ 0.3 6.9 8.0 7.2 5.9 38 26 12 19 19 2.2 3.64 (61) High
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ 0.2 3.6 6.1 5.1 5.1 12 14 8 29 9 0.8 3.69 (86) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ CL QQQ -0.6 10.5 12.3 10.0 7.4 80 47 36 53 62 4.2 8.03 (64) +Avg
Vanguard Long-Term Treasury Inv VUSTX „ GL [QQQ -2.0 7.5 12.3 8.1 7.1 52 74 76 84 61 2.7 12.70 (58) Avg
Vanguard Short-Term Bond Index Adm VBIRX ΠCS QQQQ 0.2 1.8 2.7 3.2 3.6 66 68 48 47 30 0.5 1.26 (69) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ 0.1 1.2 2.2 2.9 3.3 31 41 35 31 19 0.3 1.12 (75) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX ´ CS QQQQ 0.5 3.4 3.4 3.9 3.8 33 31 29 29 19 1.1 1.43 (22) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ 0.1 0.8 1.6 2.1 3.0 30 51 49 66 36 0.1 0.96 (68) Avg
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ -0.1 3.8 5.5 5.4 5.0 76 79 69 66 46 1.7 2.54 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ -0.1 5.2 7.2 7.8 5.6 82 54 20 12 25 1.5 2.59 (59) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ 0.6 6.7 7.7 8.6 6.6 22 28 15 6 7 2.0 2.64 (51) Avg
High-Yield Bond — 2.8 11.8 9.9 8.8 8.1 — — — — — 4.77 7.2 (3) —
American Funds American Hi Inc Tr A AHITX ˇ QQQ 2.5 10.9 9.5 9.0 8.7 61 73 69 61 48 4.4 7.11 (2) Avg
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 2.7 11.4 10.3 9.8 9.3 47 60 39 40 21 4.3 6.21 (1) -Avg
BarCap US Agg Bond TR USD -0.1 3.8 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