(PUB) Morningstar FundInvestor - page 94

42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
01-31-14
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 — 1.7 1.0 6.1 9.9 5.6 — — — — — — 4.0 (54) —
Aberdeen Total Return Bond A BJBGX ´ CI QQQQ 1.0 -1.6 3.8 6.2 5.0 85 97 57 59 27 — 3.32 (82) +Avg
American Century Ginnie Mae Inv BGNMX ´ GI QQQQ 1.6 -0.3 2.9 4.2 4.4 30 28 32 28 20 — 2.63 (79) Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ 1.7 0.8 5.2 7.2 5.0 13 25 12 37 25 — 2.94 (92) Avg
Dodge & Cox Income DODIX Œ CI QQQQ 1.3 2.0 4.7 7.3 5.2 62 6 22 33 19 — 2.81 (46) Avg
DoubleLine Total Return Bond I DBLTX ˇ CI QQQQQ 2.2 1.7 6.5 — — 1 8 1 — — — 2.74 (68) -Avg
Fidelity GNMA Fund FGMNX ΠGI QQQQQ 2.1 0.2 3.5 4.9 4.9 4 13 11 15 5 2.3 2.90 (83) +Avg
Fidelity Government Income FGOVX ΠGI QQQQ 1.5 -0.4 3.1 3.4 4.3 40 35 23 53 23 1.8 2.91 (89) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ 1.1 0.7 3.6 6.8 4.2 84 29 64 46 62 1.8 2.35 (89) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQQ 1.4 0.2 4.4 7.4 4.4 52 43 33 31 53 2.5 2.95 (95) Avg
Fidelity Mortgage Secs FMSFX „ CI QQ 1.8 0.3 3.4 5.3 3.9 7 41 70 74 74 2.6 2.52 (85) -Avg
Fidelity Spartan US Bond Idx Investor FBIDX ´ CI QQQ 1.6 -0.1 3.5 4.8 4.3 17 60 66 83 59 2.0 2.94 (99) Avg
Fidelity Total Bond FTBFX ΠCI QQQQ 1.4 0.9 4.6 8.0 5.2 52 23 27 21 19 2.7 2.98 (85) Avg
Harbor Bond Institutional HABDX Œ CI QQQQ 1.2 -0.1 4.0 6.9 5.7 77 57 49 44 9 — 3.66 (48) +Avg
Harbor Real Return Instl HARRX Œ IP QQQQ 2.1 -6.8 3.8 6.2 — 22 66 20 9 — — 5.79 (69) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQ 1.2 1.5 4.9 6.9 5.6 73 12 19 44 10 — 2.75 (77) -Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQQ 0.2 0.6 5.7 10.8 6.9 98 30 7 3 1 2.8 5.45 (24) High
Managers Bond Service MGFIX ´ CI QQQQQ 1.2 1.7 6.5 11.7 6.1 75 9 2 2 4 — 4.38 (38) High
Managers PIMCO Bond MBDFX Œ CI QQQQ 1.4 -0.1 4.1 7.2 5.6 51 57 44 36 10 — 3.49 (59) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ 1.5 1.5 5.7 9.3 6.4 40 11 7 7 2 1.8 2.94 (66) Avg
PIMCO Investment Grade Corp Bd Instl PIGIX „ TW QQQQQ 1.8 0.1 6.9 10.4 7.2 26 84 17 45 11 — 5.06 (52) +Avg
PIMCO Low Duration D PLDDX Œ CS QQQQ 0.2 0.3 2.3 4.8 3.7 69 71 33 27 20 — 2.22 (29) +Avg
PIMCO Real Return D PRRDX Œ IP QQQQ 2.2 -6.9 3.8 7.0 4.9 10 77 20 3 8 — 6.01 (69) High
PIMCO Short-Term D PSHDX Œ UB QQQQ 0.3 0.8 1.3 2.5 2.5 12 23 29 37 11 — 0.97 (8) +Avg
PIMCO Total Return Instl PTTRX Œ CI QQQQ 1.4 -0.3 4.5 7.1 6.1 60 68 31 39 4 — 3.94 (52) High
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ 1.2 1.0 6.1 13.0 7.1 76 21 4 1 1 1.6 2.93 (47) Avg
T. Rowe Price Corporate Income PRPIX ´ TW QQQ 2.1 1.4 6.3 9.9 5.5 13 40 45 58 44 3.1 4.91 (64) +Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ 1.9 0.0 2.9 4.3 4.3 10 16 35 23 21 2.5 2.61 (81) Avg
T. Rowe Price New Income PRCIX „ CI QQQQ 1.4 -0.4 3.7 6.0 4.9 49 71 61 63 30 2.5 3.00 (88) Avg
T. Rowe Price Short-Term Bond PRWBX „ CS QQQ 0.1 0.5 1.5 3.1 3.1 90 61 67 62 44 0.7 0.96 (29) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 1.5 2.6 6.5 9.9 7.1 41 4 1 5 1 — 2.97 (45) Avg
USAA Income USAIX ´ CI QQQQ 1.5 1.3 4.9 8.5 5.2 31 14 18 13 18 2.9 2.69 (82) -Avg
Vanguard GNMA Inv VFIIX ΠGI ]QQQQQ 2.1 0.3 3.2 4.4 4.7 5 10 21 22 11 2.7 2.87 (79) +Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP QQQQ 2.2 -6.3 4.0 5.6 4.7 11 46 9 23 22 -0.1 5.62 (72) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ 2.3 -0.4 5.3 6.8 5.5 1 70 11 46 12 2.7 4.49 (96) High
Vanguard Interm-Term Invmt-Grade Inv VFICX „ TW QQQ 1.7 0.9 5.4 8.8 5.4 33 68 75 81 54 2.8 3.99 (71) -Avg
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ 1.7 -0.7 3.5 3.7 4.7 28 48 11 42 11 1.5 3.70 (86) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ TW ]QQQQ 4.3 -0.4 9.3 10.4 6.6 1 96 7 47 19 4.5 8.72 (79) High
Vanguard Long-Term Treasury Inv VUSTX „ GL QQQ 6.3 -4.5 8.2 5.3 6.1 25 35 39 67 71 3.3 12.84 (64) Avg
Vanguard Short-Term Bond Index Adm VBIRX „ CS QQQ 0.5 0.7 1.8 2.8 3.4 27 49 55 71 31 0.8 1.20 (71) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ 0.4 0.2 1.4 2.1 3.2 37 10 22 32 14 0.6 1.06 (78) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX „ CS QQQQ 0.5 1.5 2.5 4.9 3.6 20 17 27 24 20 1.5 1.44 (36) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ 0.3 0.3 1.0 1.5 2.8 52 8 43 61 35 0.3 0.89 (63) Avg
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ 1.6 0.1 3.7 4.9 4.6 26 50 63 82 42 2.2 2.91 (99) Avg
Western Asset Core Bond I WATFX Ø CI QQQQ 1.7 0.3 4.4 10.1 5.1 9 39 34 5 24 2.5 2.90 (85) Avg
Western Asset Core Plus Bond I WACPX Ø CI QQQQQ 1.6 0.8 4.9 10.5 5.9 14 27 18 4 6 3.0 3.04 (77) Avg
High-Yield Bond — 0.5 6.1 7.5 15.0 6.7 — — — — — — 6.6 (2) —
American Funds American Hi Inc Tr A AHITX ˇ QQ 0.4 5.4 7.0 15.6 7.0 72 62 73 42 53 — 6.54 (1) Avg
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 0.5 6.6 7.8 17.0 7.5 58 32 37 17 35 4.0 5.85 (3) -Avg
BarCap US Agg Bond TR USD 1.5 0.1 3.7 4.9 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
TW Corporate Bond
UB Ultrashort Bond