(PUB) Investing 2015

44 / 772

42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
12-31-14
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 500Bond Funds
High-Quality Bond — 5.3 5.3 2.0 4.0 3.9 — — — — — — 3.3 (64) —
AMG Managers Bond Service MGFIX ´ CI QQQQQ 5.8 5.8 6.2 7.0 6.2 35 35 2 2 3 1.7 3.65 (60) High
AMG Managers Total Return Bond MBDFX ´ CI QQQQ 5.1 5.1 3.8 4.8 5.6 60 60 33 49 10 1.6 3.4 (87) +Avg
Baird Aggregate Bond Inst BAGIX — CI QQQQ 6.9 6.9 4.4 5.9 5.1 8 8 19 16 24 2.6 2.82 (95) Avg
Dodge & Cox Income DODIX Œ CI QQQQ 5.5 5.5 4.6 5.2 5.3 49 49 16 36 16 — 2.47 (70) -Avg
DoubleLine Total Return Bond I DBLTX — CI QQQQQ 6.7 6.7 5.2 — — 10 10 9 — — 4.0 2.52 (66) -Avg
Fidelity GNMA FGMNX ΠGI QQQQQ 6.3 6.3 2.3 4.3 4.9 5 5 12 7 7 2.0 2.74 (81) +Avg
Fidelity Government Income FGOVX ΠGI QQQQ 5.4 5.4 1.8 3.6 4.4 22 22 32 30 22 1.3 2.52 (92) Avg
Fidelity Intermediate Bond FTHRX „ CI QQ 3.3 3.3 2.5 4.2 4.1 90 90 78 73 67 2.3 2.12 (90) Low
Fidelity Investment Grade Bond FBNDX „ CI QQQ 5.8 5.8 3.4 5.3 4.5 35 35 49 32 54 2.9 2.92 (96) Avg
Fidelity Mortgage Securities FMSFX — CI QQQ 6.3 6.3 2.9 4.5 4.0 17 17 67 64 72 2.6 2.46 (85) -Avg
Fidelity Spartan US Bond Idx Investor FBIDX — CI QQQ 5.9 5.9 2.5 4.3 4.3 30 30 79 72 59 2.1 2.75 (99) Avg
Fidelity Total Bond FTBFX ΠCI QQQQ 5.5 5.5 3.7 5.4 5.1 46 46 39 28 22 2.9 2.9 (94) Avg
Harbor Bond Institutional HABDX ´ CI QQQQ 4.8 4.8 4.1 4.7 5.6 68 68 25 51 9 2.4 3.42 (80) High
Harbor Real Return Instl HARRX „ IP QQQQ 2.6 2.6 0.3 3.8 — 39 39 24 16 — 0.3 5.87 (80) +Avg
Janus Flexible Bond T JAFIX „ CI QQQQQ 4.7 4.7 4.1 5.2 5.7 70 70 26 33 8 2.4 2.63 (88) -Avg
Loomis Sayles Investment Grade Bond A LIGRX ΠCI QQQQ 4.9 4.9 5.9 6.7 6.5 67 67 4 4 2 2.3 4.86 (41) High
Metropolitan West Total Return Bond M MWTRX ΠCI QQQQQ 5.8 5.8 5.7 6.7 6.5 34 34 5 4 2 1.5 2.84 (77) Avg
PIMCO Investment Grade Corp Bd Instl PIGIX „ TW QQQQQ 8.8 8.8 7.1 8.0 7.4 10 10 10 14 9 2.9 4.66 (82) +Avg
PIMCO Low Duration D PLDDX ´ CS QQQQ 0.3 0.3 2.0 2.4 3.5 82 82 36 39 22 1.4 1.98 (60) +Avg
PIMCO Real Return D PRRDX „ IP QQQQ 2.9 2.9 0.5 3.9 4.2 27 27 17 13 13 1.2 6.04 (80) High
PIMCO Short-Term D PSHDX „ UB QQQQ 0.7 0.7 1.5 1.2 2.4 23 23 27 53 13 0.6 0.83 (23) +Avg
PIMCO Total Return Instl PTTRX ´ CI QQQQ 4.7 4.7 4.3 5.1 6.0 71 71 22 37 4 2.1 3.63 (82) High
Scout Core Plus Bond Instl SCPZX „ CI QQQQQ 2.3 2.3 3.8 5.9 6.8 95 95 33 14 1 0.9 2.36 (49) -Avg
T. Rowe Price Corporate Income PRPIX — TW QQQ 8.3 8.3 5.9 7.0 5.6 18 18 40 39 39 3.1 4.33 (85) +Avg
T. Rowe Price GNMA PRGMX ´ GI QQQQ 5.4 5.4 1.9 3.7 4.4 22 22 27 26 25 2.0 2.58 (81) Avg
T. Rowe Price New Income PRCIX „ CI QQQQ 5.7 5.7 3.0 4.5 4.9 37 37 63 62 30 2.1 2.88 (93) Avg
T. Rowe Price Short-Term Bond PRWBX „ CS QQQ 0.6 0.6 1.2 1.7 3.0 69 69 63 72 46 1.0 0.91 (42) -Avg
TCW Total Return Bond I TGLMX ´ CI QQQQQ 5.8 5.8 6.8 7.1 7.1 36 36 1 2 1 2.5 2.9 (56) Avg
USAA Income USAIX — CI QQQQ 5.9 5.9 4.2 5.5 5.3 31 31 23 23 16 2.8 2.68 (87) Avg
Vanguard GNMA Inv VFIIX ΠGI QQQQ 6.7 6.7 2.2 4.2 4.8 1 1 15 10 12 2.2 2.77 (79) +Avg
Vanguard Inflation-Protected Secs Inv VIPSX ΠIP QQQQ 3.8 3.8 0.3 4.0 4.2 6 6 24 12 18 0.2 5.32 (85) +Avg
Vanguard Interm-Term Bond Index Adm VBILX — CI QQQQ 7.0 7.0 3.4 6.0 5.5 7 7 48 13 10 2.5 4.08 (96) High
Vanguard Interm-Term Invmt-Grade Inv VFICX „ TW QQQ 5.8 5.8 4.4 6.2 5.4 61 61 69 60 46 2.6 3.46 (86) -Avg
Vanguard Interm-Term Treasury Inv VFITX „ GI QQQQ 4.3 4.3 1.3 4.1 4.7 69 69 60 12 13 1.5 3.1 (88) High
Vanguard Long-Term Investment-Grade Inv VWESX ´ TW ]QQQQQ 18.2 18.2 7.5 10.0 7.2 1 1 6 6 10 3.8 7.66 (89) High
Vanguard Long-Term Treasury Inv VUSTX „ GL QQQQ 25.3 25.3 4.1 9.7 7.3 28 28 46 54 45 2.5 10.31 (72) Avg
Vanguard Short-Term Bond Index Adm VBIRX „ CS QQQQ 1.3 1.3 1.2 2.1 3.3 33 33 68 53 30 1.1 1.04 (78) Avg
Vanguard Short-Term Federal Inv VSGBX „ GS QQQQ 1.2 1.2 0.8 1.6 3.1 36 36 27 33 15 0.8 0.93 (76) Avg
Vanguard Short-Term Investment-Grade Inv VFSTX „ CS QQQQ 1.8 1.8 2.4 2.9 3.6 16 16 21 26 20 1.7 1.26 (58) Avg
Vanguard Short-Term Treasury Inv VFISX „ GS QQQ 0.7 0.7 0.4 1.2 2.7 52 52 49 49 37 0.6 0.68 (67) -Avg
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX — IP NR -1.3 -1.3 — — — 90 90 — — — 0.0 — (—)
Vanguard Total Bond Market Index Adm VBTLX „ CI QQQ 5.9 5.9 2.6 4.4 4.7 30 30 75 68 42 2.1 2.69 (100) Avg
Western Asset Core Bond I WATFX „ CI QQQQ 7.4 7.4 4.1 6.4 5.2 4 4 25 7 21 2.4 2.9 (93) Avg
Western Asset Core Plus Bond I WACPX „ CI QQQQQ 7.7 7.7 4.9 6.7 5.8 3 3 12 4 6 2.8 3.0 (90) +Avg
High-Yield Bond — 1.1 1.1 7.4 7.9 6.3 — — — — — — 4.65 (20) —
Eaton Vance Income Fund of Boston A EVIBX „ QQQ 2.5 2.5 7.6 8.4 6.8 21 21 44 25 29 4.9 4.08 (28) -Avg
Fairholme Focused Income FOCIX ´ QQQQ -3.4 -3.4 9.7 — — 98 98 6 — — — 13.39 (7) High
Fidelity Capital & Income FAGIX „ QQQQQ 6.1 6.1 10.7 9.3 8.5 1 1 2 10 1 4.2 5.43 (17) +Avg
BarCap US Agg Bond TR USD 6.0 6.0 2.5 4.3 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