(PUB) Morningstar FundInvestor - page 720

42
Morningstar 500
Morningstar
Analyst Rating
Historical Risk Historical Performance
Morningstar
Rating
Total Return %
05-31-13
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 — -1.3 0.5 4.9 4.9 3.9 — — — — — — 4.3 (47) —
Aberdeen Total Return Bond A BJBGX ´ CI QQQQ -1.0 2.9 5.8 5.9 5.3 82 52 40 51 24 — 3.03 (78) +Avg
American Century Ginnie Mae Inv BGNMX ´ GI QQQQ -1.4 -0.3 3.5 5.1 4.5 65 40 34 23 17 1.4 2.30 (71) Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ -0.2 3.9 6.4 6.5 5.2 36 36 24 37 27 2.6 2.75 (91) Avg
Dodge & Cox Income DODIX Œ CI QQQQ 0.4 4.4 5.7 6.8 5.2 19 29 40 27 26 — 2.50 (36) -Avg
DoubleLine Total Return Bond I DBLTX ˇ CI QQQQQ 1.4 6.2 10.1 — — 6 13 2 — — — 2.66 (52) Avg
Fidelity GNMA Fund FGMNX ΠGI QQQQQ -1.2 0.0 4.1 5.8 4.9 44 34 13 10 6 1.8 2.39 (79) Avg
Fidelity Government Income FGOVX ΠGI QQQQ -1.0 -0.3 3.7 5.0 4.2 27 42 26 30 29 1.2 2.90 (90) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ -0.1 2.4 4.8 5.8 4.2 33 61 70 55 65 1.3 2.36 (87) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQ -0.7 2.1 5.8 6.1 4.5 64 66 39 47 54 1.7 2.66 (93) Avg
Fidelity Mortgage Secs FMSFX „ CI [QQ -1.0 0.9 4.2 5.7 4.1 82 83 81 57 71 2.0 2.06 (80) Low
Fidelity Spartan US Bond Idx Investor FBIDX ´ CI QQQ -1.0 0.7 4.4 5.3 4.4 83 87 76 72 59 1.5 2.80 (99) Avg
Fidelity Total Bond FTBFX ΠCI QQQQ -0.2 3.0 6.0 6.8 5.2 37 49 32 26 25 2.0 2.61 (82) -Avg
Harbor Bond Instl HABDX Œ CI QQQQ -0.3 4.4 5.5 6.9 5.8 41 29 48 26 13 — 3.38 (43) +Avg
Harbor Real Return Instl HARRX Œ IP QQQQ -3.9 -1.2 6.4 5.8 — 49 32 11 9 — — 5.19 (57) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQ -0.2 3.3 6.0 7.7 5.7 35 45 33 13 15 2.0 2.72 (74) Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQ 0.9 8.8 8.3 7.9 7.5 9 5 7 10 1 2.5 5.09 (14) High
Managers Bond Service MGFIX ´ CI QQQQQ 1.4 8.6 8.3 7.8 6.3 6 6 6 12 5 2.1 4.01 (28) High
Managers PIMCO Bond MBDFX ΠCI QQQQ -1.0 3.1 5.4 6.8 5.7 83 47 49 27 14 0.5 3.27 (55) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ 0.8 7.4 7.5 8.8 7.2 11 8 12 5 2 3.3 2.56 (61) -Avg
PIMCO Fundamental Advtg Abs Ret Strat D PFSDX ˇ CI QQQ 3.2 9.7 5.3 7.9 — 3 3 53 10 — 1.2 3.79 (2) High
PIMCO Investment Grade Corp Bd Instl PIGIX „ CI QQQQQ 0.7 8.9 10.0 10.6 7.5 14 5 2 1 1 2.9 4.68 (43) High
PIMCO Low Duration D PLDDX ΠCS QQQQ -0.3 2.7 3.2 4.2 3.7 84 36 25 22 17 1.3 2.10 (21) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ -3.9 -1.1 6.5 5.9 5.6 45 29 7 6 10 7.0 5.28 (56) +Avg
PIMCO Short-Term D PSHDX ΠUB QQQQ 0.5 1.9 1.6 2.2 2.5 21 17 37 22 13 0.6 0.84 (1) +Avg
PIMCO Total Return Instl PTTRX ΠCI QQQQQ -0.4 4.4 6.2 7.6 6.3 47 29 28 14 6 2.6 3.57 (45) +Avg
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ -0.1 5.2 7.4 9.6 7.4 33 23 13 2 1 1.4 2.79 (40) Avg
T. Rowe Price Corporate Income PRPIX ´ CL QQ -0.1 5.9 8.2 7.8 5.8 41 51 73 69 69 2.5 4.55 (60) -Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ -1.0 0.2 3.6 5.1 4.4 29 25 31 25 20 2.0 2.14 (68) Avg
T. Rowe Price New Income PRCIX „ CI QQQQ -0.6 2.6 4.9 6.1 5.0 63 58 66 47 32 1.8 2.63 (88) Avg
T. Rowe Price Short-Term Bond PRWBX ΠCS QQQ 0.1 1.4 2.0 3.2 3.1 64 68 68 50 42 0.7 0.97 (26) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 1.5 9.3 8.3 9.7 7.1 5 4 6 2 2 2.9 2.49 (37) -Avg
USAA Income USAIX ´ CI QQQQ 0.8 4.6 6.2 6.9 5.3 11 27 28 25 23 2.5 2.28 (82) -Avg
Vanguard GNMA Inv VFIIX ΠGI QQQQ -1.7 -0.8 3.7 5.2 4.7 86 69 28 22 11 2.0 2.48 (74) Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP QQQQ -3.9 -1.9 6.2 5.2 5.3 45 53 15 34 27 -0.9 5.05 (59) Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ -0.8 2.2 7.0 7.4 5.6 71 64 17 16 17 1.9 4.39 (95) High
Vanguard Interm-Term Invmt-Grade Inv VFICX ´ CI QQQQ -0.3 4.4 7.2 7.3 5.4 43 29 15 18 20 2.2 3.86 (69) High
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ -0.9 -0.3 4.7 5.6 4.7 20 45 7 13 12 0.8 3.82 (87) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ CL QQQ -1.9 3.2 10.7 10.2 6.4 76 69 44 47 62 4.2 8.70 (71) +Avg
Vanguard Long-Term Treasury Inv VUSTX „ GL QQQ -4.6 -6.9 8.8 8.4 6.1 48 52 83 89 56 2.8 13.29 (61) Avg
Vanguard Short-Term Bond Index Adm VBIRX „ CS QQQQ 0.0 1.1 2.3 3.5 3.4 66 77 55 39 29 0.5 1.30 (69) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ -0.2 0.5 1.8 3.0 3.2 35 20 32 30 15 0.3 1.16 (76) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX ´ CS QQQQ 0.4 2.9 3.2 3.9 3.7 39 33 26 29 17 1.1 1.42 (31) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ -0.1 0.2 1.3 2.3 2.8 22 38 51 56 32 0.1 0.96 (67) Avg
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ -0.9 0.9 4.5 5.5 4.7 75 85 75 66 46 1.6 2.80 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ -0.8 2.6 6.3 7.2 5.2 73 57 26 19 29 1.9 2.61 (79) -Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ -0.1 4.3 6.8 8.4 6.1 31 30 19 7 6 2.3 2.68 (71) Avg
High-Yield Bond — 4.0 13.9 10.8 8.2 7.6 — — — — — — 7.2 (3) —
American Funds American Hi Inc Tr A AHITX ˇ [QQ 3.7 13.9 10.4 8.2 8.0 55 51 72 69 51 4.1 6.66 (0) Avg
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 3.9 12.6 11.1 9.0 8.8 46 76 49 44 22 4.1 5.89 (0) -Avg
BarCap US Agg Bond TR USD -0.9 0.9 4.6 5.5 4.7
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