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42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
02-28-15
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
— 1.1 4.3 2.1 3.9 3.9 — — — — — — 3.51 (65)
—
AMG GW&K Core Bond MBDFX
— CI
QQQQ
1.7 4.6 3.6 4.7 5.7
7 46 34 46 9 1.6 3.58 (91)
High
AMG Managers Bond Service MGFIX
´
CI
QQQQQ
0.8 3.8 5.0 6.6 6.2 90 73 6 3 4 1.5 3.35 (58)
+Avg
Baird Aggregate Bond Inst BAGIX
— CI
QQQQ
1.3 5.9 4.3 5.7 5.2 41 8 16 15 24 2.3 3.05 (97)
Avg
Dodge & Cox Income DODIX
Œ
CI
QQQQ
1.0 4.2 4.0 5.1 5.4 76 63 23 31 19 — 2.32 (78)
-Avg
DoubleLine Total Return Bond I DBLTX
— CI
QQQQQ
1.1 5.2 4.7 — — 68 20 9 — — 3.8 2.52 (70)
-Avg
Fidelity GNMA FGMNX
Œ
GI
QQQQQ
0.4 4.2 2.3 4.0 4.9 81 17 12 7 8 2.4 2.75 (74)
Avg
Fidelity Government Income FGOVX
Œ
GI
QQQQ
0.8 4.3 2.0 3.5 4.5 31 13 25 29 21 1.2 2.87 (94)
+Avg
Fidelity Intermediate Bond FTHRX
„
CI
1.0 2.8 2.5 4.0 4.2 75 89 77 76 67 1.8 2.24 (92)
-Avg
Fidelity Investment Grade Bond FBNDX
„
CI
QQQ
1.3 4.9 3.4 5.1 4.6 37 33 44 32 55 2.4 3.05 (96)
Avg
Fidelity Mortgage Securities FMSFX
— CI
QQQ
0.8 5.0 2.8 4.2 4.0 90 27 65 67 74 2.6 2.49 (80)
-Avg
Fidelity Spartan US Bond Idx Investor FBIDX
— CI
QQQ
1.1 4.9 2.5 4.1 4.4 67 32 74 72 59 2.0 3.05 (99)
Avg
Fidelity Total Bond FTBFX
Œ
CI
QQQQ
1.5 4.8 3.6 5.3 5.3 19 35 34 25 22 2.5 3.03 (94)
Avg
Harbor Bond Institutional HABDX
´
CI
QQQQ
1.7 4.6 3.8 4.7 5.8
6 48 26 48 9 2.2 3.5 (86)
High
Harbor Real Return Instl HARRX
„
IP
QQQQ
2.7 2.6 0.5 4.2 — 4 24 9 15 — 0.4 6.14 (82)
+Avg
Janus Flexible Bond T JAFIX
„
CI
QQQQQ
1.3 4.0 3.8 5.1 5.8 37 68 30 30 8 1.9 2.75 (93)
-Avg
Loomis Sayles Investment Grade Bond A LIGRX
Œ
CI
]QQQQ
0.3 2.7 4.3 6.3 6.5 98 90 16 5 2 2.1 4.51 (30)
High
Metropolitan West Total Return Bond M MWTRX
Œ
CI
QQQQQ
1.0 4.9 5.2 6.3 6.5 82 32 5 5 2 1.2 2.94 (80)
Avg
PIMCO Investment Grade Corp Bd Instl PIGIX
„
TW
QQQQQ
2.6 8.3 6.7 8.0
7.6
9 9 10 14 7 3.0 4.72 (85)
+Avg
PIMCO Low Duration D PLDDX
´
CS
QQQQ
0.8 0.5 1.7 2.3 3.6 22 73 36 38 21 1.0 1.82 (49)
+Avg
PIMCO Real Return D PRRDX
„
IP
QQQQ
2.5 2.7 0.5 4.3 4.6
8 19 6 10 7 -4.6 6.19 (82)
High
PIMCO Short-Term D PSHDX
„
UB
QQQQ
0.5 0.9 1.2 1.2
2.4
6 12 26 42 13 0.8 0.82 (3)
+Avg
PIMCO Total Return Instl PTTRX
´
CI
[QQQQ
1.9 4.7 3.9 5.1 6.2
3 41 23 34 3 1.2 3.7 (88)
High
Scout Core Plus Bond Instl SCPZX
„
CI
QQQQ
0.6 1.6 3.1 5.5 6.9 95 96 55 19 1 1.2 2.03 (54)
Low
T. Rowe Price Corporate Income PRPIX
— TW
QQQ
2.2 7.1 5.5 7.0 5.7 32 17 36 35 39 2.9 4.46 (88)
+Avg
T. Rowe Price GNMA PRGMX
´
GI
QQQ
0.3 3.4 1.9 3.5 4.4 89 58 33 28 27 2.2 2.58 (71)
Avg
T. Rowe Price New Income PRCIX
„
CI
QQQQ
1.4 5.0 3.0 4.4 5.0 29 25 56 58 32 1.8 3.07 (94)
Avg
T. Rowe Price Short-Term Bond PRWBX
ˇ
CS
QQQ
0.4 0.6 1.1 1.5 3.0 63 67 67 72 46 0.9 0.86 (49)
-Avg
TCW Total Return Bond I TGLMX
´
CI
QQQQQ
0.7 4.7 6.0 6.8 7.1 91 42 1 2 1 2.3 2.88 (60)
Avg
USAA Income USAIX
— CI
QQQQ
1.4 4.9 4.1 5.3 5.4 35 30 19 24 17 2.6 2.83 (89)
Avg
Vanguard GNMA Inv VFIIX
Œ
GI
QQQQ
0.5 4.7 2.3 4.0 4.8 77 7 16 9 13 2.6 2.79 (73)
+Avg
Vanguard Inflation-Protected Secs Inv VIPSX
Œ
IP
QQQQ
1.7 3.0
0.3
4.2 4.4 62 11 20 13 18 -0.1 5.54 (87)
+Avg
Vanguard Interm-Term Bond Index Adm VBILX
— CI
QQQQ
1.8 5.8 3.4 5.9 5.8
6 8 41 11 8 2.2 4.49 (97)
High
Vanguard Interm-Term Invmt-Grade Inv VFICX
„
TW
QQQ
1.8 5.2 4.1 6.0 5.6 59 60 70 65 46 2.3 3.58 (91)
-Avg
Vanguard Interm-Term Treasury Inv VFITX
„
GI
QQQQ
1.1 3.5 1.6 3.8 4.8
7 54 52 13 12 1.3 3.54 (90)
High
Vanguard Long-Term Investment-Grade Inv VWESX
´
TW
QQQQQ
2.7 14.6
7.4 10.3
7.3
8 2 6 6 10 3.6 8.44 (91)
High
Vanguard Long-Term Treasury Inv VUSTX
„
GL
QQQQ
2.8 20.5
5.8 9.8 7.5 20 24 36 50 32 2.3 11.9 (79)
Avg
Vanguard Short-Term Bond Index Adm VBIRX
„
CS
QQQQ
0.6 1.2 1.2 2.0 3.4 42 33 61 54 29 1.0 1.18 (82)
Avg
Vanguard Short-Term Federal Inv VSGBX
„
GS
QQQQ
0.3 0.9 0.7 1.5 3.2 49 43 29 33 18 0.8 0.97 (81)
Avg
Vanguard Short-Term Investment-Grade Inv VFSTX
„
CS
QQQQ
0.7 1.5 2.1 2.7 3.7 36 18 21 26 20 1.6 1.22 (66)
Avg
Vanguard Short-Term Treasury Inv VFISX
„
GS
QQQ
0.2
0.6 0.5
1.0
2.8 71 54 48 52 39 0.5 0.79 (73)
Avg
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX
— IP NR
0.7
-1.2
— — — 96 90 — — — -0.3 — (—)
Vanguard Total Bond Market Index Adm VBTLX
„
CI
QQQ
1.2 5.0 2.7 4.2 4.8 51 25 70 66 43 2.0 3.03 (99)
Avg
Western Asset Core Bond I WATFX
„
CI
QQQQ
1.7 6.4 4.0 6.0 5.4
9 4 22 10 19 2.2 3.01 (94)
Avg
Western Asset Core Plus Bond I WACPX
„
CI
QQQQQ
1.9 7.0 4.8 6.4 6.0
4 2 9 5 5 2.6 3.11 (92)
+Avg
High-Yield Bond
— 2.6 1.3 6.5 8.2 6.5 — — — — — — 4.42 (12)
—
Eaton Vance Income Fund of Boston A EVIBX
„ QQQ
2.9 3.1 7.1 8.7 7.0 35 16 30 28 29 4.4 3.92 (19)
-Avg
Fairholme Focused Income FOCIX
´ QQQ
5.0
-5.4
8.7 8.5 — 1 98 4 39 — — 13.32 (9)
High
Fidelity Capital & Income FAGIX
„ QQQQQ
3.7
6.7 9.4 9.9 8.6
2 1 1 5 1 3.8 5.03 (10)
+Avg
BarCap US Agg Bond TR USD
1.1 5.2 2.7 4.2 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