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42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
04-30-15
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 3.5
1.9
3.6
3.9
— —
— — —
—
3.44 (65)
—
AMG GW&K Core Bond MBDFX
—
CI
QQQQ
1.2 4.0
3.0
4.3
5.6
65 43
48 51 13
2.1
3.55 (90)
High
AMG Managers Bond Service MGFIX
´
CI
QQQQQ
0.6 2.3
4.8
5.9
6.2
95 90
7
5
3
1.6
3.32 (55)
+Avg
Baird Aggregate Bond Inst BAGIX
—
CI
QQQQ
1.4 4.9
4.0
5.4
5.1
42 10
17 12 26
2.3
3.03 (97)
Avg
Dodge & Cox Income DODIX
Œ
CI
QQQQ
1.3 3.5
3.8
4.8
5.4
54 64
21 27 16
—
2.31 (78)
-Avg
DoubleLine Total Return Bond I DBLTX
—
CI
QQQQQ
1.6 5.2
4.5
7.8
—
24
6
10
1 —
3.7
2.52 (73)
-Avg
Fidelity GNMA FGMNX
Œ
GI
QQQQQ
1.1 4.3
2.2
4.0
4.9
42 14
11
8
8
1.8
2.73 (73)
+Avg
Fidelity Government Income FGOVX
Œ
GI
QQQQ
1.1 4.3
2.0
3.4
4.4
38 15
23 27 24
1.2
2.8 (94)
+Avg
Fidelity Intermediate Bond FTHRX
„
CI
]QQQ
1.5 3.0
2.4
3.8
4.2
33 80
74 72 66
1.7
2.19 (92)
-Avg
Fidelity Investment Grade Bond FBNDX
„
CI
QQQ
1.4 4.2
3.1
4.8
4.5
42 36
44 30 56
2.6
3.0 (95)
Avg
Fidelity Mortgage Securities FMSFX
—
CI
QQQ
1.2 4.8
2.7
4.1
4.0
62 12
64 59 75
1.9
2.47 (81)
-Avg
Fidelity Spartan US Bond Idx Investor FBIDX
—
CI
QQQ
1.2 4.3
2.4
4.0
4.4
62 31
74 66 60
1.8
3.0 (99)
Avg
Fidelity Total Bond FTBFX
Œ
CI
QQQQ
1.9 4.4
3.5
4.9
5.3
8 27
31 23 20
2.6
2.97 (94)
Avg
Harbor Bond Institutional HABDX
´
CI
QQQQ
1.6 4.3
3.3
4.4
5.6
23 30
35 48 11
2.2
3.47 (86)
High
Harbor Real Return Instl HARRX
„
IP
QQQQ
2.2 1.3
-0.1
3.5
—
11 50
25 17 —
0.4
6.04 (77)
+Avg
Janus Flexible Bond T JAFIX
„
CI
QQQQQ
1.5 3.5
3.5
4.8
5.8
28 64
31 28
7
1.9
2.7 (93)
-Avg
Loomis Sayles Investment Grade Bond A LIGRX
Œ
CI
]QQQQ
0.0
0.5
4.0
5.5
6.6
98 98
17 10
2
2.1
4.54 (26)
High
Metropolitan West Total Return Bond M MWTRX
Œ
CI
QQQQQ
1.1 4.3
4.8
5.7
6.5
77 31
6
7
2
1.2
2.93 (81)
Avg
PIMCO Investment Grade Corp Bd Instl PIGIX
„
TW
QQQQQ
2.7
7.2
6.2
7.4
7.6
1
8
8 12
7
2.9
4.67 (85)
+Avg
PIMCO Low Duration D PLDDX
´
CS
QQQQ
0.7 0.6
1.4
2.1
3.6
62 76
45 44 22
1.1
1.77 (48)
+Avg
PIMCO Real Return D PRRDX
„
IP
QQQQ
1.9 1.4
-0.1
3.5
4.3
52 46
27 22 13
-5.3
6.09 (77)
High
PIMCO Short-Term D PSHDX
„
UB
QQQQ
0.7 0.9
1.2
1.2
2.4
10 11
24 37 13
0.7
0.82
(3)
+Avg
PIMCO Total Return Instl PTTRX
´
CI
QQQQ
1.6 4.3
3.3
4.6
6.0
22 33
35 35
5
1.5
3.67 (88)
High
Scout Core Plus Bond Instl SCPZX
„
CI
QQQQ
1.2 2.1
2.8
5.2
6.9
60 92
57 16
1
1.3
1.96 (51)
Low
T. Rowe Price Corporate Income PRPIX
—
TW
]QQQQ
2.2 5.5
5.2
6.5
5.8
14 19
34 34 37
2.8
4.38 (88)
+Avg
T. Rowe Price GNMA PRGMX
´
GI
]QQQQ
1.0 3.8
1.8
3.4
4.4
53 39
32 29 26
1.9
2.58 (72)
Avg
T. Rowe Price New Income PRCIX
„
CI
QQQQ
1.5 4.3
2.9
4.1
5.0
33 32
55 59 33
1.9
3.03 (94)
Avg
T. Rowe Price Short-Term Bond PRWBX
x
CS
QQQ
0.9 0.8
1.0
1.5
3.1
49 64
67 71 45
1.0
0.85 (49)
-Avg
TCW Total Return Bond I TGLMX
´
CI
QQQQQ
1.2 4.5
5.6
6.5
7.1
69 22
2
1
1
2.5
2.9 (64)
Avg
USAA Income USAIX
—
CI
QQQQ
1.4 3.9
3.8
5.0
5.3
42 50
21 22 19
2.7
2.8 (89)
Avg
Vanguard GNMA Inv VFIIX
Œ
GI
QQQQ
1.2 4.8
2.2
3.9
4.8
32
5
11 10 12
2.2
2.79 (74)
+Avg
Vanguard Inflation-Protected Secs Inv VIPSX
Œ
IP
QQQQ
1.9 2.4
0.1
3.8
4.2
43 10
19
7 18
-0.3
5.39 (83)
+Avg
Vanguard Interm-Term Bond Index Adm VBILX
—
CI
[QQQQ
2.2 5.8
3.3
5.7
5.7
3
2
36
7
8
2.2
4.36 (96)
High
Vanguard Interm-Term Invmt-Grade Inv VFICX
„
TW
QQQ
2.2 4.7
3.9
5.6
5.5
13 31
68 64 46
2.3
3.53 (90)
-Avg
Vanguard Interm-Term Treasury Inv VFITX
„
GI
QQQQ
1.6 4.2
1.5
3.9
4.8
5 19
51 11 12
1.2
3.43 (89)
High
Vanguard Long-Term Investment-Grade Inv VWESX
´
TW
QQQQQ
0.7 9.7
6.6
9.1
6.9
100
2
6
6 17
3.7
8.35 (90)
High
Vanguard Long-Term Treasury Inv VUSTX
„
GL
QQQQ
0.8
15.3
4.9
9.1
7.0
48 25
34 50 34
2.3 11.61 (78)
Avg
Vanguard Short-Term Bond Index Adm VBIRX
„
CS
QQQQ
1.0 1.6
1.2
2.0
3.4
37 25
57 49 28
0.9
1.18 (81)
Avg
Vanguard Short-Term Federal Inv VSGBX
„
GS
QQQQ
0.7 1.3
0.7
1.5
3.2
38 42
24 33 18
0.6
0.95 (78)
Avg
Vanguard Short-Term Investment-Grade Inv VFSTX
„
CS
QQQQ
1.3 1.9
2.2
2.6
3.7
21 14
16 26 19
1.5
1.22 (65)
Avg
Vanguard Short-Term Treasury Inv VFISX
„
GS
QQQ
0.6 0.9
0.5
1.1
2.8
48 52
41 51 38
0.4
0.79 (69)
Avg
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX
—
IP NR
1.0
-0.9
—
—
—
93 85
— — —
-1.0
— (—)
Vanguard Total Bond Market Index Adm VBTLX
„
CI
QQQ
1.3 4.4
2.5
4.1
4.7
55 26
69 62 45
1.9
2.96 (99)
Avg
Western Asset Core Bond I WATFX
„
CI
QQQQ
1.9 5.3
3.8
5.3
5.3
9
5
22 15 19
2.1
2.98 (94)
Avg
Western Asset Core Plus Bond I WACPX
„
CI
QQQQQ
1.9 5.6
4.5
5.6
6.0
7
4
10
9
5
2.6
3.1 (92)
+Avg
High-Yield Bond
—
3.4 1.5
6.5
7.3
7.0
— —
— — —
—
4.44 (10)
—
Eaton Vance Income Fund of Boston A EVIBX
„
QQQ
3.5 3.1
6.9
7.9
7.4
47 17
34 24 29
4.3
3.94 (16)
-Avg
Fairholme Focused Income FOCIX
´
]QQQQQ
9.4
0.7
10.5
9.1
—
1 73
1
3 —
— 13.42 (11)
High
Fidelity Capital & Income FAGIX
„
QQQQQ
4.6
7.2
9.3
8.6
9.2
4
1
2
9
1
3.7
5.03 (10)
+Avg
BarCap US Agg Bond TR USD
1.2 4.5
2.6
4.0 4.5
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