(PUB) Morningstar FundInvestor - page 912

42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
09-30-13
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 — -3.2 -2.9 2.6 4.9 3.8 — — — — — — 4.3 (53) —
Aberdeen Total Return Bond A BJBGX ´ CI QQQQ -3.0 -2.5 3.3 6.1 5.1 94 90 51 55 24 — 3.34 (79) +Avg
American Century Ginnie Mae Inv BGNMX ´ GI QQQQ -1.9 -2.2 2.6 4.7 4.4 34 40 20 27 18 1.6 2.49 (75) Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ -1.4 -0.6 4.3 6.7 5.0 29 29 20 42 28 3.1 2.92 (91) Avg
Dodge & Cox Income DODIX ΠCI QQQQ -0.5 0.5 4.1 7.7 5.1 10 12 25 20 24 2.2 2.75 (43) -Avg
DoubleLine Total Return Bond I DBLTX ˇ CI QQQQQ 0.3 1.1 6.8 — — 5 7 1 — — 4.6 2.68 (60) -Avg
Fidelity GNMA Fund FGMNX ΠGI ]QQQQQ -1.5 -1.8 3.1 5.4 4.8 18 22 9 13 8 2.2 2.68 (81) Avg
Fidelity Government Income FGOVX ΠGI QQQQ -2.0 -2.1 2.1 4.3 4.3 44 38 38 39 21 1.5 2.91 (90) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ -0.8 -0.4 3.0 6.3 4.1 14 25 63 52 64 2.1 2.44 (89) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQ -2.0 -1.7 3.8 6.4 4.4 59 66 32 48 56 2.5 2.93 (93) Avg
Fidelity Mortgage Secs FMSFX „ CI [QQ -1.2 -1.2 3.3 5.4 3.9 23 50 51 72 73 2.3 2.35 (82) Low
Fidelity Spartan US Bond Idx Investor FBIDX ´ CI QQQ -2.0 -2.0 2.7 5.2 4.3 58 76 73 79 60 2.0 2.90 (99) Avg
Fidelity Total Bond FTBFX ΠCI QQQQ -1.4 -0.8 4.0 7.3 5.1 29 36 26 27 24 3.0 2.94 (83) Avg
Harbor Bond Instl HABDX ΠCI QQQQ -1.7 -0.8 3.2 7.5 5.7 41 36 52 22 11 1.5 3.72 (49) +Avg
Harbor Real Return Instl HARRX Œ IP QQQQ -7.2 -6.5 3.4 5.7 — 71 62 30 9 — 0.0 5.98 (66) +Avg
Janus Flexible Bond T JAFIX „ CI [QQQQ -1.0 -0.2 4.0 7.6 5.6 16 22 26 21 14 2.4 2.82 (77) Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQ -0.5 1.3 5.4 9.5 7.2 9 6 6 5 1 3.0 5.51 (24) High
Managers Bond Service MGFIX ´ CI QQQQQ -0.3 1.7 5.6 10.0 6.2 8 5 5 3 4 2.9 4.38 (38) High
Managers PIMCO Bond MBDFX ΠCI QQQQ -2.0 -1.3 3.3 7.6 5.6 60 55 51 21 12 1.0 3.53 (59) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ -0.3 1.2 5.3 9.1 6.7 8 7 7 9 2 2.8 2.93 (64) Avg
PIMCO Fundamental Advtg Abs Ret Strat D PFSDX ˇ CI ]QQQQ 2.7 5.6 3.8 8.4 — 1 1 33 13 — 1.2 4.22 (7) High
PIMCO Investment Grade Corp Bd Instl PIGIX „ CI QQQQQ -2.3 -0.1 5.9 11.4 7.2 73 20 3 1 1 3.1 5.15 (50) High
PIMCO Low Duration D PLDDX ΠCS QQQQ -0.8 -0.3 2.2 5.0 3.6 86 75 29 15 19 0.7 2.30 (31) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ -7.4 -6.6 3.5 6.2 5.2 80 66 26 5 10 2.2 6.19 (66) High
PIMCO Short-Term D PSHDX ΠUB QQQQ 0.3 0.7 1.2 2.4 2.5 43 24 33 23 15 0.6 0.97 (8) +Avg
PIMCO Total Return Instl PTTRX ΠCI ]QQQQQ -1.9 -0.7 3.8 8.0 6.1 52 34 33 16 5 2.2 3.99 (51) +Avg
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ -1.1 0.1 5.3 10.9 7.1 21 16 7 2 1 1.8 2.92 (46) Avg
T. Rowe Price Corporate Income PRPIX ´ CL ]QQQ -2.4 -1.0 4.8 9.0 5.6 39 37 70 85 67 3.4 4.90 (64) Low
T. Rowe Price GNMA PRGMX ´ GI QQQQ -1.9 -2.1 2.7 4.6 4.3 37 36 19 28 20 2.1 2.40 (75) Avg
T. Rowe Price New Income PRCIX „ CI QQQQ -2.5 -2.0 2.8 6.0 4.8 84 80 70 58 34 2.4 2.96 (87) Avg
T. Rowe Price Short-Term Bond PRWBX „ CS QQQ -0.1 0.2 1.4 3.2 3.1 56 56 64 57 41 0.9 1.02 (34) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 0.5 2.3 6.1 9.4 6.9 4 4 2 6 1 3.7 2.87 (43) Avg
USAA Income USAIX ´ CI QQQQ -0.7 0.4 4.1 7.2 5.2 12 13 25 29 22 3.0 2.66 (82) -Avg
Vanguard GNMA Inv VFIIX ΠGI ]QQQQQ -1.6 -2.0 2.9 4.9 4.7 24 31 13 23 10 2.2 2.64 (74) Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP ]QQQQ -6.9 -6.3 3.8 5.0 5.0 50 54 8 35 22 0.0 5.74 (69) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ -2.9 -2.4 3.8 7.6 5.4 92 89 33 22 16 2.8 4.59 (95) High
Vanguard Interm-Term Invmt-Grade Inv VFICX „ CI QQQQ -1.9 -1.0 4.2 8.4 5.3 51 43 21 14 20 2.9 4.08 (72) +Avg
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ -2.0 -2.1 2.4 4.7 4.7 41 35 28 27 11 1.5 3.82 (87) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ CL QQQ -7.0 -6.5 5.3 10.2 6.2 86 89 67 70 56 4.8 8.71 (72) +Avg
Vanguard Long-Term Treasury Inv VUSTX „ GL QQQ -9.8 -10.8 3.4 6.3 5.9 48 52 78 85 71 3.3 12.75 (59) Avg
Vanguard Short-Term Bond Index Adm VBIRX „ CS QQQQ 0.0 0.2 1.5 3.5 3.4 50 56 58 52 30 0.9 1.30 (70) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ -0.3 -0.3 1.1 2.8 3.2 28 17 25 26 15 0.6 1.17 (78) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX „ CS QQQQ 0.4 0.9 2.2 4.6 3.6 29 30 28 22 20 1.6 1.48 (36) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ 0.0 0.0 0.8 1.9 2.8 8 5 44 58 34 0.3 0.94 (65) Avg
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ -2.0 -1.8 2.8 5.3 4.6 55 72 70 75 45 2.2 2.89 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ -2.1 -1.6 4.0 8.6 5.0 63 64 28 11 26 2.3 2.79 (81) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ -1.5 -0.7 4.4 9.2 5.9 33 33 18 8 7 2.6 2.94 (74) Avg
High-Yield Bond — 3.6 6.8 8.1 10.6 7.0 — — — — — — 6.8 (2) —
American Funds American Hi Inc Tr A AHITX ˇ QQ 3.5 7.1 7.9 10.8 7.4 40 36 60 57 50 4.8 6.69 (0) Avg
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 3.8 7.0 8.6 11.2 8.0 34 38 33 47 24 4.8 6.02 (2) -Avg
BarCap US Agg Bond TR USD -1.9 -1.7 2.9 5.4 4.6
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