(PUB) Morningstar FundInvestor - page 960

42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
10-31-13
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 — -0.8 -0.6 5.2 11.3 5.7 — — — — — — 4.0 (55) —
Aberdeen Total Return Bond A BJBGX ´ CI QQQQ -2.1 -1.8 3.4 7.2 5.3 93 88 50 53 23 0.0 3.35 (80) +Avg
American Century Ginnie Mae Inv BGNMX ´ GI QQQQ -1.2 -1.0 2.5 5.1 4.5 31 23 21 28 18 1.8 2.47 (77) Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ -0.4 0.0 4.5 7.8 5.2 29 28 15 37 25 3.1 2.94 (92) Avg
Dodge & Cox Income DODIX ΠCI QQQQ 0.6 0.7 4.3 8.6 5.3 10 15 19 21 22 2.2 2.78 (44) -Avg
DoubleLine Total Return Bond I DBLTX ˇ CI QQQQQ 0.9 1.5 6.3 — — 8 8 1 — — 4.8 2.56 (64) -Avg
Fidelity GNMA Fund FGMNX ΠGI QQQQQ -0.8 -0.8 3.0 5.8 4.9 15 18 9 16 8 2.3 2.65 (83) Avg
Fidelity Government Income FGOVX ΠGI QQQQ -1.5 -1.5 2.3 4.6 4.5 44 46 32 45 19 1.5 2.91 (90) +Avg
Fidelity Intermediate Bond FTHRX ´ CI QQQ -0.1 0.1 3.0 7.4 4.3 21 26 64 47 63 2.0 2.45 (89) -Avg
Fidelity Investment Grade Bond FBNDX „ CI QQQ -1.0 -0.9 3.9 7.8 4.6 56 59 31 37 53 2.5 2.94 (94) Avg
Fidelity Mortgage Secs FMSFX „ CI QQ -0.6 -0.3 3.1 5.9 4.0 37 40 60 80 74 2.5 2.31 (84) Low
Fidelity Spartan US Bond Idx Investor FBIDX ´ CI QQQ -1.3 -1.4 2.8 5.8 4.5 68 75 70 82 58 2.0 2.92 (99) Avg
Fidelity Total Bond FTBFX ΠCI QQQQ -0.3 0.0 4.1 8.8 5.3 26 28 24 17 20 3.0 2.96 (84) Avg
Harbor Bond Institutional HABDX ΠCI QQQQ -0.7 -0.1 3.3 7.8 5.9 42 29 54 37 8 1.6 3.72 (49) +Avg
Harbor Real Return Instl HARRX Œ IP QQQQ -6.7 -6.7 2.7 8.0 — 67 57 35 9 — 0.0 5.82 (68) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQ 0.2 0.2 4.2 8.4 5.8 16 24 20 24 11 2.5 2.85 (77) Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI ]QQQQQ 1.5 2.6 5.7 12.7 7.4 6 5 4 1 1 2.9 5.56 (25) High
Managers Bond Service MGFIX ´ CI QQQQQ 1.3 2.2 6.0 13.4 6.4 6 6 3 1 3 2.9 4.43 (39) High
Managers PIMCO Bond MBDFX ΠCI QQQQ -1.2 -0.7 3.3 8.0 5.8 62 55 53 32 10 1.0 3.54 (59) +Avg
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ 0.8 1.7 5.3 10.0 6.7 9 8 6 6 2 2.5 2.93 (65) Avg
PIMCO Fundamental Advtg Abs Ret Strat D PFSDX ˇ CI QQQQ 3.4 4.7 3.9 9.2 — 2 2 30 11 — 1.2 4.22 (7) High
PIMCO Investment Grade Corp Bd Instl PIGIX „ TW QQQQQ -0.8 0.5 6.0 12.3 7.4 67 23 23 30 11 3.0 5.17 (51) +Avg
PIMCO Low Duration D PLDDX ΠCS QQQQ -0.3 0.2 2.0 5.2 3.7 83 66 32 23 19 0.5 2.26 (32) +Avg
PIMCO Real Return D PRRDX ΠIP QQQQ -6.9 -6.8 2.7 8.3 5.2 77 67 36 5 10 0.6 6.02 (68) High
PIMCO Short-Term D PSHDX ΠUB QQQQ 0.6 0.9 1.2 2.6 2.5 25 20 31 32 13 0.6 0.97 (8) +Avg
PIMCO Total Return Instl PTTRX ΠCI [QQQQ -1.0 -0.2 3.7 8.4 6.3 54 33 35 25 4 2.1 3.98 (52) High
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ 0.0 0.6 5.6 12.8 7.3 19 17 4 1 1 1.6 2.95 (47) Avg
T. Rowe Price Corporate Income PRPIX ´ TW QQQ -0.9 -0.9 5.1 11.3 5.8 72 75 61 55 43 3.1 4.95 (64) +Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ -1.1 -0.9 2.5 5.1 4.4 28 23 21 26 19 2.4 2.35 (79) Avg
T. Rowe Price New Income PRCIX „ CI QQQQ -1.6 -1.4 3.0 7.0 5.0 81 77 65 56 31 2.5 2.99 (88) Avg
T. Rowe Price Short-Term Bond PRWBX „ CS QQQ 0.3 0.4 1.3 3.7 3.1 57 60 64 56 43 0.8 1.01 (35) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 2.2 3.3 6.3 10.0 7.2 3 4 2 6 1 3.7 2.93 (44) Avg
USAA Income USAIX ´ CI QQQQ 0.4 0.7 4.2 8.7 5.3 13 15 19 18 19 2.9 2.69 (82) -Avg
Vanguard GNMA Inv VFIIX ΠGI QQQQQ -0.9 -0.8 2.7 5.4 4.8 19 17 13 23 11 2.4 2.61 (77) Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP QQQQ -6.5 -6.6 3.1 7.0 5.0 53 53 10 27 22 0.0 5.58 (71) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ -1.9 -1.7 4.0 8.7 5.7 88 85 28 18 12 2.6 4.61 (95) High
Vanguard Interm-Term Invmt-Grade Inv VFICX „ TW [QQQ -0.8 -0.7 4.3 10.1 5.5 64 69 78 79 54 2.8 4.10 (72) -Avg
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ -1.5 -1.3 2.4 5.1 4.9 44 38 25 28 10 1.3 3.82 (87) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ TW ]QQQQ -5.0 -6.1 6.9 12.9 6.7 98 98 9 24 22 4.7 8.62 (76) High
Vanguard Long-Term Treasury Inv VUSTX „ GL QQQ -8.6 -9.3 5.1 7.4 6.3 48 52 56 76 71 3.3 12.58 (62) Avg
Vanguard Short-Term Bond Index Adm VBIRX „ CS QQQQ 0.4 0.6 1.5 3.6 3.5 50 48 58 59 28 0.7 1.29 (72) Avg
Vanguard Short-Term Federal Inv VSGBX ΠGS QQQQ -0.2 0.0 1.0 2.8 3.2 26 15 32 30 15 0.5 1.15 (80) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX „ CS QQQQ 0.9 1.2 2.2 5.4 3.7 24 24 27 18 20 1.5 1.48 (37) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ 0.1 0.3 0.8 1.9 2.9 6 4 42 65 36 0.3 0.94 (65) Avg
Vanguard Total Bond Market Index Adm VBTLX ΠCI QQQ -1.2 -1.2 2.9 6.0 4.8 63 68 67 78 42 2.1 2.90 (99) Avg
Western Asset Core Bond I WATFX „ CI QQQQ -0.9 -0.9 4.1 10.3 5.2 53 59 24 5 23 2.6 2.82 (82) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ -0.2 0.0 4.5 11.0 6.1 25 27 14 4 6 3.0 2.98 (75) Avg
High-Yield Bond — 5.9 8.3 8.0 14.8 7.0 — — — — — — 6.7 (2) —
American Funds American Hi Inc Tr A AHITX ˇ QQ 5.9 8.3 7.8 15.1 7.4 42 43 61 56 52 5.0 6.67 (1) Avg
BarCap US Agg Bond TR USD -1.1 -1.1 3.0 6.1 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
TW Corporate Bond
UB Ultrashort Bond