(PUB) Morningstar FundInvestor - page 864

42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
08-31-13
Total Return %
Category Rank
30-
Day
Yld
%
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
Historical Performance Historical Risk
Morningstar 500 Bond Funds
High-Quality Bond — -3.9 -3.5 2.4 4.3 4.0 — — — — — — 4.3 (53) —
Aberdeen Total Return Bond A BJBGX ´ CI QQQQ -4.1 -3.2 3.1 5.4 5.3 95 91 52 57 23 — 3.29 (79) +Avg
American Century Ginnie Mae Inv BGNMX ´ GI QQQQ -3.3 -3.2 2.0 4.5 4.4 59 46 26 28 21 1.5 2.40 (74) Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ -2.4 -0.9 4.1 6.0 5.2 32 31 22 37 27 3.0 2.89 (91) Avg
Dodge & Cox Income DODIX ΠCI QQQQ -1.3 0.3 4.0 6.7 5.2 9 14 23 21 26 2.2 2.74 (42) -Avg
DoubleLine Total Return Bond I DBLTX ˇ CI QQQQQ -0.9 0.9 7.0 — — 6 9 1 — — 4.4 2.75 (54) Avg
Fidelity GNMA Fund FGMNX ΠGI QQQQ -3.2 -3.2 2.4 5.0 4.8 54 46 12 15 10 2.1 2.54 (83) Avg
Fidelity Government Income FGOVX ΠGI QQQQ -3.0 -3.0 1.8 4.2 4.5 38 36 35 37 19 1.5 2.87 (90) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ -1.8 -0.9 2.8 5.4 4.3 14 31 61 58 64 2.0 2.41 (87) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQ -3.0 -2.1 3.6 5.6 4.5 55 61 34 49 55 2.4 2.90 (93) Avg
Fidelity Mortgage Secs FMSFX „ CI ]QQQ -2.8 -2.2 2.7 5.1 3.9 47 66 66 64 78 2.2 2.21 (84) Low
Fidelity Spartan US Bond Idx Investor FBIDX ´ CI QQQ -3.1 -3.0 2.3 4.6 4.5 63 86 77 77 60 2.0 2.85 (99) Avg
Fidelity Total Bond FTBFX ΠCI QQQQ -2.7 -1.7 3.8 6.3 5.3 41 50 29 30 25 2.8 2.89 (83) Avg
Harbor Bond Instl HABDX ΠCI QQQQ -3.3 -1.4 2.8 6.3 5.8 70 42 60 29 13 1.4 3.64 (47) +Avg
Harbor Real Return Instl HARRX Œ IP QQQQ -9.0 -7.5 3.2 4.3 — 82 65 39 12 — -0.1 5.93 (64) +Avg
Janus Flexible Bond T JAFIX „ CI ]QQQQQ -1.8 -0.5 4.0 7.1 5.8 17 24 24 16 13 2.4 2.80 (76) Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQ -2.5 0.9 5.4 7.6 7.5 36 8 6 8 1 3.2 5.50 (22) High
Managers Bond Service MGFIX ´ CI QQQQQ -1.6 1.9 5.6 7.7 6.5 12 5 5 8 3 2.8 4.38 (37) High
Managers PIMCO Bond MBDFX ΠCI QQQQ -3.5 -1.9 2.9 6.4 5.8 84 57 57 28 14 0.9 3.46 (57) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ -1.4 1.4 5.1 8.5 6.9 10 6 9 3 2 2.7 2.90 (63) Avg
PIMCO Fundamental Advtg Abs Ret Strat D PFSDX ˇ CI [QQQ 1.0 4.7 3.4 7.4 — 3 2 39 12 — 1.1 4.15 (6) High
PIMCO Investment Grade Corp Bd Instl PIGIX „ CI QQQQQ -3.6 -0.2 6.0 9.6 7.4 85 19 3 1 1 3.2 5.17 (48) High
PIMCO Low Duration D PLDDX ΠCS QQQQ -1.6 -0.5 2.1 4.0 3.7 88 75 32 23 22 0.6 2.29 (29) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ -9.2 -7.8 3.2 4.4 5.4 91 79 34 7 11 1.8 6.13 (64) High
PIMCO Short-Term D PSHDX ΠUB QQQQ -0.2 0.5 1.1 2.1 2.5 78 49 42 29 18 0.7 0.95 (6) +Avg
PIMCO Total Return Instl PTTRX ΠCI [QQQQ -3.6 -1.6 3.4 6.9 6.2 86 47 39 17 6 2.1 3.91 (50) +Avg
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ -1.8 -0.1 5.5 9.6 7.3 16 18 6 1 1 0.6 2.95 (44) Avg
T. Rowe Price Corporate Income PRPIX ´ CL QQ -3.7 -1.5 4.5 7.1 5.8 40 37 76 82 70 3.4 4.87 (63) Low
T. Rowe Price GNMA PRGMX ´ GI QQQQ -3.2 -3.3 2.1 4.4 4.3 55 51 24 32 24 1.9 2.34 (74) Avg
T. Rowe Price New Income PRCIX „ CI QQQQ -3.5 -2.5 2.6 5.3 5.0 81 74 69 58 34 2.3 2.93 (87) Avg
T. Rowe Price Short-Term Bond PRWBX „ CS QQQ -0.4 0.0 1.4 2.9 3.2 55 62 62 58 42 0.8 1.03 (31) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ -0.8 2.9 5.9 9.1 7.0 6 3 3 2 2 3.5 2.83 (41) Avg
USAA Income USAIX ´ CI QQQQ -1.5 0.2 4.0 6.4 5.4 11 15 23 26 20 3.0 2.65 (81) -Avg
Vanguard GNMA Inv VFIIX ΠGI QQQQ -3.3 -3.4 2.2 4.7 4.7 61 59 21 23 12 2.1 2.51 (75) Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP QQQ -8.4 -7.4 3.4 3.8 5.1 64 63 14 37 26 -0.1 5.68 (68) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ -4.4 -3.6 3.4 6.5 5.7 97 95 39 25 14 2.8 4.53 (95) High
Vanguard Interm-Term Invmt-Grade Inv VFICX „ CI QQQQ -3.1 -1.4 4.1 6.8 5.5 63 42 22 19 19 2.9 4.06 (71) +Avg
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ -3.4 -3.6 2.0 4.5 4.8 66 66 24 28 8 1.4 3.75 (87) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ CL QQQ -7.5 -7.0 4.8 8.8 6.7 85 88 70 61 59 4.8 8.75 (73) +Avg
Vanguard Long-Term Treasury Inv VUSTX „ GL QQQ -10.6 -13.4 2.5 6.2 6.4 44 48 69 90 71 3.4 12.81 (60) Avg
Vanguard Short-Term Bond Index Adm VBIRX „ CS QQQQ -0.5 -0.2 1.4 3.1 3.5 61 68 61 50 28 0.8 1.27 (69) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ -0.8 -0.7 1.0 2.7 3.2 48 30 25 25 17 0.6 1.15 (77) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX „ CS QQQQ -0.3 0.7 2.2 3.7 3.7 51 41 30 31 21 1.5 1.46 (34) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ -0.4 -0.4 0.7 2.0 2.9 20 11 43 58 36 0.3 0.92 (64) Avg
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ -2.9 -2.7 2.4 4.9 4.8 51 79 73 72 44 2.1 2.86 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ -3.2 -2.1 3.9 7.5 5.3 66 63 27 10 24 2.3 2.77 (79) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ -2.6 -1.2 4.3 8.3 6.2 40 36 19 5 6 2.6 2.91 (73) Avg
High-Yield Bond — 2.6 7.2 8.8 8.7 7.2 — — — — — — 6.8 (2) —
American Funds American Hi Inc Tr A AHITX ˇ [QQ 2.5 7.4 8.5 8.8 7.6 43 38 61 61 48 5.3 6.81 (0) Avg
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 2.7 7.0 9.1 9.5 8.2 36 48 38 38 23 4.7 6.10 (1) -Avg
BarCap US Agg Bond TR USD -2.8 -2.5 2.6 4.9 4.8
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