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42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
05-29-15
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
— 0.7 1.9 1.3 3.4 3.7 — — — — — — 3.27 (67)
—
AMG GW&K Core Bond Service MBDFX
— CI
QQQQ
0.7 2.2 2.6 4.2 5.4 88 64 53 53 14 2.1 3.57 (91)
High
AMG Managers Bond Service MGFIX
´
CI
QQQQQ
0.3 0.9 4.7 6.1 6.1 96 93 5 3 3 1.6 3.33 (59)
+Avg
Baird Aggregate Bond Inst BAGIX
— CI
QQQQ
1.2 3.4 3.6 5.2 5.0 40 10 21 16 27 2.2 3.02 (97)
Avg
Dodge & Cox Income DODIX
Œ
CI
QQQQ
1.1 2.3 3.7 4.8 5.3 51 59 19 29 16 — 2.32 (82)
-Avg
DoubleLine Total Return Bond I DBLTX
— CI
QQQQQ
1.8 4.2 4.4 7.4 — 7 2 8 1 — 3.7 2.52 (74)
-Avg
Fidelity GNMA FGMNX
Œ
GI
QQQQQ
1.0 3.0 2.0 3.7 4.8 37 16 14 7 8 1.6 2.73 (73)
+Avg
Fidelity Government Income FGOVX
Œ
GI
[QQQ
0.8 2.8 1.4 3.1 4.3 57 25 37 26 25 1.3 2.72 (95)
+Avg
Fidelity Intermediate Bond FTHRX
„
CI
QQQ
1.4 2.0 2.2 3.7 4.1 23 70 70 73 63 1.8 2.18 (92)
Low
Fidelity Investment Grade Bond FBNDX
„
CI
QQQ
1.1 2.7 2.6 4.6 4.4 46 39 52 34 56 2.7 2.97 (95)
Avg
Fidelity Mortgage Securities FMSFX
— CI
QQQ
1.2 3.5 2.5 3.8 3.9 42 8 57 66 73 1.8 2.47 (82)
-Avg
Fidelity Spartan US Bond Idx Investor FBIDX
´
CI
QQQ
0.8 2.8 2.0 3.7 4.2 76 33 76 72 61 1.9 2.98 (99)
Avg
Fidelity Total Bond FTBFX
Œ
CI
QQQQ
1.7 3.0 3.2 4.9 5.1 10 25 33 25 20 2.8 2.98 (94)
Avg
Harbor Bond Institutional HABDX
´
CI
QQQQ
1.5 3.1 3.2 4.3 5.5 17 21 33 49 11 2.3 3.48 (88)
High
Harbor Real Return Instl HARRX
„
IP
QQQQ
1.4 -1.9 -1.0 3.4 — 17 71 45 16 — 0.3 5.95 (76)
+Avg
Janus Flexible Bond T JAFIX
„
CI
QQQQQ
1.5 2.3 3.2 4.8 5.7 21 57 33 27 7 2.3 2.69 (93)
-Avg
Loomis Sayles Investment Grade Bond A LIGRX
Œ
CI
QQQQ
-0.8 -1.5 4.2 5.7 6.4 98 98 11 7 2 2.0 4.46 (33)
High
Metropolitan West Total Return Bond M MWTRX
Œ
CI
QQQQQ
0.8 2.8 4.4 5.7 6.4 78 35 8 7 2 1.3 2.95 (82)
Avg
PIMCO Investment Grade Corp Bd Instl PIGIX
„
TW
QQQQQ
2.5
5.1
5.8
7.7
7.4
1 1 6 10 7 3.0 4.68 (85)
+Avg
PIMCO Low Duration D PLDDX
´
CS
QQQQ
0.8 0.2 1.3 2.2 3.5 61 82 49 40 21 2.3 1.77 (48)
+Avg
PIMCO Real Return D PRRDX
„
IP
QQQQ
0.7
-2.1 -1.1
3.4 4.1 81 78 49 19 13 4.3 6.0 (77)
High
PIMCO Short-Term D PSHDX
„
UB
QQQQ
1.0 1.0 1.2 1.3
2.4
6 8 18 30 14 1.0 0.82 (3)
+Avg
PIMCO Total Return Instl PTTRX
´
CI
QQQQ
1.2 2.6 2.9 4.6 5.9 37 43 41 37 5 3.1 3.67 (88)
High
Scout Core Plus Bond Instl SCPZX
„
CI
]QQQQQ
1.7 2.4 3.0 5.2 6.8
8 51 38 17 1 4.1 1.96 (52)
Low
T. Rowe Price Corporate Income PRPIX
— TW
[QQQ
1.4 3.2 4.7 6.5 5.6 39 18 40 37 38 3.1 4.43 (88)
+Avg
T. Rowe Price GNMA PRGMX
´
GI
QQQQ
0.9 2.5 1.7 3.1 4.3 49 42 24 27 25 1.9 2.58 (73)
Avg
T. Rowe Price New Income PRCIX
„
CI
[QQQ
1.1 2.7 2.5 4.0 4.8 50 40 55 61 34 2.2 3.04 (94)
Avg
T. Rowe Price Short-Term Bond PRWBX
ˇ
CS
QQQ
1.0 0.7 1.1 1.5 3.0 42 49 63 70 44 1.1 0.85 (51)
Avg
TCW Total Return Bond I TGLMX
´
CI
QQQQQ
1.1 3.3 5.4 6.4 7.0 46 14 2 2 1 2.6 2.91 (65)
Avg
USAA Income USAIX
— CI
QQQQ
1.2 2.5 3.5 4.9 5.2 40 46 22 24 19 2.9 2.81 (89)
Avg
Vanguard GNMA Inv VFIIX
Œ
GI
QQQQ
1.0 3.5 2.0 3.6 4.7 35 5 13 9 11 2.0 2.79 (75)
+Avg
Vanguard Inflation-Protected Secs Inv VIPSX
Œ
IP
QQQQ
0.9 -0.7 -0.9 3.5 4.0 68 13 37 13 20 -0.2 5.32 (82)
+Avg
Vanguard Interm-Term Bond Index Adm VBILX
— CI
QQQQ
1.9 3.7 2.7 5.4 5.5
6 5 49 12 10 2.4 4.33 (96)
High
Vanguard Interm-Term Invmt-Grade Inv VFICX
„
TW
QQQ
1.8 3.1 3.6 5.6 5.4 13 20 69 67 48 2.5 3.54 (91)
Avg
Vanguard Interm-Term Treasury Inv VFITX
„
GI
QQQQ
1.5 3.0 1.1 3.5 4.6
7 18 58 13 14 1.4 3.37 (89)
High
Vanguard Long-Term Investment-Grade Inv VWESX
´
TW
[QQQQ
-1.6
4.8 4.8
8.6
6.5 100 3 35 7 19 4.0 8.39 (89)
High
Vanguard Long-Term Treasury Inv VUSTX
„
GL
QQQQ
-1.4
9.8
1.6 7.7 6.5 55 24 31 54 34 2.6 10.85 (82)
Avg
Vanguard Short-Term Bond Index Adm VBIRX
„
CS
QQQQ
1.1 1.3 1.2 1.9 3.4 30 20 56 53 29 1.0 1.18 (81)
Avg
Vanguard Short-Term Federal Inv VSGBX
„
GS
QQQQ
0.7 0.9 0.7 1.4 3.1 41 42 24 32 18 0.7 0.95 (80)
Avg
Vanguard Short-Term Investment-Grade Inv VFSTX
„
CS
QQQQ
1.2 1.4 2.2 2.6 3.6 27 16 20 24 19 1.5 1.22 (69)
Avg
Vanguard Short-Term Treasury Inv VFISX
„
GS
QQQ
0.6 0.8 0.5
1.0
2.7 48 45 39 51 38 0.5 0.79 (69)
Avg
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX
— IP NR
0.8 -1.8 — — — 71 67 — — — -0.9 — (—)
Vanguard Total Bond Market Index Adm VBTLX
„
CI
QQQ
0.8 2.9 2.1 3.8 4.6 74 29 73 70 48 2.0 2.95 (99)
Avg
Western Asset Core Bond I WATFX
„
CI
QQQQ
1.6 3.7 3.5 5.4 5.2 13 6 25 12 19 2.1 2.99 (94)
Avg
Western Asset Core Plus Bond I WACPX
„
CI
QQQQQ
1.8 4.1 4.2 5.7 5.8
6 3 11 7 6 2.6 3.1 (92)
+Avg
High-Yield Bond
— 3.8 1.0 7.2 8.1 6.9 — — — — — — 4.26 (13)
—
Eaton Vance Income Fund of Boston A EVIBX
„ QQQ
4.1 2.8 7.5 8.6 7.4 36 14 41 31 29 4.2 3.83 (20)
-Avg
Fairholme Focused Income FOCIX
´ [QQQQ
7.9
-1.0
11.4
8.8 — 1 87 1 21 — — 13.19 (9)
High
Fidelity Capital & Income FAGIX
„ QQQQQ
5.8
6.4
10.6
10.0 9.1
2 1 1 3 1 3.9 4.66 (16)
+Avg
BarCap US Agg Bond TR USD
0.7 2.9 2.1 3.7 4.4
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