(PUB) Morningstar FundInvestor - page 768

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Morningstar 500
Morningstar
Analyst Rating
Historical Risk Historical Performance
Morningstar
Rating
Total Return %
06-30-13
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 — -3.1 -1.3 3.6 4.4 3.8 — — — — — — 4.5 (52) —
Aberdeen Total Return Bond A BJBGX ´ CI QQQQ -3.3 -0.3 4.3 5.5 5.1 90 71 44 53 22 — 3.33 (80) +Avg
American Century Ginnie Mae Inv BGNMX ´ GI QQQQ -2.6 -1.6 2.7 4.9 4.3 61 43 31 24 17 1.3 2.41 (73) Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ -2.1 1.6 5.2 6.1 5.0 30 29 22 35 27 2.7 3.00 (91) Avg
Dodge & Cox Income DODIX Œ CI QQQQ -1.3 2.1 4.7 6.7 5.1 10 23 34 22 23 — 2.74 (42) -Avg
DoubleLine Total Return Bond I DBLTX ˇ CI QQQQQ -0.3 3.9 8.7 — — 4 7 1 — — — 2.94 (57) Avg
Fidelity GNMA Fund FGMNX ΠGI QQQQQ -2.8 -1.7 3.1 5.4 4.7 70 53 14 11 7 1.8 2.56 (81) Avg
Fidelity Government Income FGOVX ΠGI [QQQ -2.2 -1.3 2.8 4.6 4.2 27 28 27 31 25 1.4 2.95 (90) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ -1.6 0.7 3.8 5.5 4.0 14 46 63 54 64 1.7 2.51 (88) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQ -2.6 0.1 4.6 5.7 4.3 59 61 38 47 55 2.1 2.94 (93) Avg
Fidelity Mortgage Secs FMSFX „ CI QQ -2.4 -0.6 3.3 5.4 3.9 42 77 76 56 71 1.9 2.22 (82) Low
Fidelity Spartan US Bond Idx Investor FBIDX ´ CI QQQ -2.6 -1.0 3.3 4.9 4.2 58 87 77 72 59 1.7 2.90 (99) Avg
Fidelity Total Bond FTBFX ΠCI QQQQ -2.2 0.7 4.8 6.5 5.0 36 46 30 26 25 2.4 2.93 (83) Avg
Harbor Bond Instl HABDX Œ CI QQQQ -2.7 1.3 4.0 6.5 5.5 62 34 54 24 12 — 3.68 (49) +Avg
Harbor Real Return Instl HARRX Œ IP QQQQ -8.2 -5.2 4.3 4.5 — 83 60 21 11 — — 5.88 (63) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQ -1.7 1.4 4.9 7.3 5.5 17 32 27 12 13 2.0 2.89 (77) Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQ -2.3 3.9 6.8 7.5 7.1 38 7 5 10 1 3.1 5.55 (22) High
Managers Bond Service MGFIX ´ CI QQQQQ -1.4 4.9 7.0 7.4 6.1 11 4 4 11 5 2.2 4.46 (38) High
Managers PIMCO Bond MBDFX ΠCI QQQQ -3.2 0.5 4.0 6.6 5.5 88 50 53 23 14 0.6 3.52 (59) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ -1.5 4.5 6.2 8.4 6.8 13 5 11 3 2 2.4 3.00 (65) Avg
PIMCO Fundamental Advtg Abs Ret Strat D PFSDX ˇ CI QQQ 1.5 7.3 4.4 7.9 — 2 2 41 6 — 0.7 3.96 (6) +Avg
PIMCO Investment Grade Corp Bd Instl PIGIX „ CI QQQQQ -3.1 3.6 7.9 10.0 7.1 86 9 1 1 1 2.8 5.34 (51) High
PIMCO Low Duration D PLDDX ΠCS QQQQ -1.6 1.0 2.5 4.0 3.5 88 54 31 21 20 0.8 2.28 (28) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ -8.4 -5.3 4.3 4.7 5.1 91 67 21 5 10 2.3 6.04 (63) +Avg
PIMCO Short-Term D PSHDX ΠUB QQQQ -0.2 1.2 1.3 2.2 2.5 74 21 38 20 16 0.6 0.95 (7) +Avg
PIMCO Total Return Instl PTTRX ΠCI QQQQQ -3.0 1.2 4.7 7.3 6.0 81 37 34 13 6 1.8 3.94 (51) +Avg
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ -1.6 2.6 6.3 9.6 7.1 14 17 10 1 1 1.7 2.94 (45) Avg
T. Rowe Price Corporate Income PRPIX ´ CL QQ -3.4 2.1 6.2 7.2 5.5 51 52 80 76 70 3.0 5.01 (65) -Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ -2.6 -1.7 2.7 4.7 4.2 59 48 30 27 21 2.0 2.34 (71) Avg
T. Rowe Price New Income PRCIX „ CI QQQQ -2.9 -0.1 3.6 5.6 4.8 75 64 69 49 33 2.0 2.96 (88) Avg
T. Rowe Price Short-Term Bond PRWBX ΠCS QQQ -0.5 0.7 1.7 3.0 3.0 51 65 65 50 41 0.7 1.04 (32) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ -0.6 6.7 7.0 9.1 6.8 6 3 4 2 2 2.9 2.90 (44) Avg
USAA Income USAIX ´ CI QQQQ -1.4 2.2 5.0 6.5 5.1 11 22 25 25 23 2.5 2.73 (82) -Avg
Vanguard GNMA Inv VFIIX ΠGI QQQQ -2.8 -2.0 2.8 5.0 4.6 73 69 25 23 11 2.2 2.54 (75) Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP QQQQ -7.7 -5.1 4.4 3.9 4.9 62 59 14 38 25 -0.4 5.63 (65) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ -3.6 -0.8 5.1 6.8 5.3 95 81 23 18 18 2.4 4.66 (95) High
Vanguard Interm-Term Invmt-Grade Inv VFICX ´ CI QQQQ -3.0 1.2 5.5 6.8 5.1 78 37 17 19 21 2.6 4.18 (72) High
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ -2.5 -1.7 3.4 5.1 4.5 52 53 9 20 12 1.1 3.85 (87) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ CL QQQ -6.8 -1.8 7.4 8.9 6.0 84 84 63 65 59 4.6 9.10 (73) +Avg
Vanguard Long-Term Treasury Inv VUSTX „ GL ]QQQQ -7.7 -8.6 5.9 7.3 5.9 32 42 76 85 61 3.0 13.28 (60) Avg
Vanguard Short-Term Bond Index Adm VBIRX „ CS QQQQ -0.5 0.5 1.9 3.3 3.3 57 73 57 40 28 0.7 1.32 (71) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ -0.8 -0.2 1.3 2.9 3.1 51 36 30 28 16 0.5 1.18 (78) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX ´ CS QQQQ -0.5 1.7 2.7 3.7 3.5 57 35 28 31 18 1.3 1.54 (37) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS ]QQQQ -0.4 0.1 1.0 2.2 2.8 23 20 47 53 35 0.2 0.95 (66) Avg
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ -2.5 -0.9 3.4 5.1 4.5 49 82 73 65 44 1.9 2.93 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ -2.7 0.3 5.1 7.3 4.9 66 55 24 13 29 1.9 2.88 (80) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ -2.1 1.5 5.5 8.5 5.9 32 30 17 3 7 2.2 3.00 (74) Avg
High-Yield Bond — 1.4 9.0 9.6 8.2 7.1 — — — — — — 6.7 (3) —
American Funds American Hi Inc Tr A AHITX ˇ QQ 1.0 9.1 9.2 8.2 7.6 53 44 67 67 48 3.9 6.95 (0) Avg
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 1.3 8.2 9.7 8.9 8.2 40 62 47 45 23 3.9 6.20 (1) -Avg
BarCap US Agg Bond TR USD -2.4 -0.7 3.5 5.2 4.5
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