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42
Morningstar
Analyst Rating
Morningstar
Rating
Total Return %
01-31-15
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
— 2.1 6.0 2.4 4.1 4.0 — — — — — — 3.44 (65)
—
AMG Managers Bond Service MGFIX
´
CI
QQQQQ
0.8 5.4 5.5 6.7 6.2 93 66 5 3 4 1.8 3.37 (56)
+Avg
AMG Managers Total Return Bond MBDFX
´
CI
QQQQ
2.6 6.4 4.0 5.0 5.8
3 29 31 43 8 1.1 3.51 (91)
High
Baird Aggregate Bond Inst BAGIX
— CI
QQQQ
2.2 7.5 4.7 5.9 5.2 17 7 15 13 23 2.5 2.96 (96)
Avg
Dodge & Cox Income DODIX
Œ
CI
QQQQ
1.3 5.5 4.4 5.2 5.4 83 63 22 36 18 — 2.31 (75)
-Avg
DoubleLine Total Return Bond I DBLTX
— CI
QQQQQ
1.4 5.9 5.2 — — 78 49 9 — — 4.0 2.49 (68)
-Avg
Fidelity GNMA FGMNX
Œ
GI
QQQQQ
0.6 4.7 2.4 4.1 4.9 80 45 17 10 8 2.0 2.74 (75)
+Avg
Fidelity Government Income FGOVX
Œ
GI
QQQQ
2.1 6.0 2.3 3.8 4.6 17 3 19 22 21 1.3 2.76 (94)
+Avg
Fidelity Intermediate Bond FTHRX
„
CI
1.6 3.8 2.7 4.2 4.3 73 88 81 76 67 2.3 2.2 (92)
Low
Fidelity Investment Grade Bond FBNDX
„
CI
QQQ
1.9 6.3 3.6 5.3 4.6 46 33 48 31 55 2.9 3.01 (96)
Avg
Fidelity Mortgage Securities FMSFX
— CI
QQQ
0.9 5.5 2.9 4.3 4.0 91 63 71 71 75 2.6 2.48 (81)
-Avg
Fidelity Spartan US Bond Idx Investor FBIDX
— CI
QQQ
2.2 6.5 2.9 4.4 4.5 18 26 72 68 58 2.1 2.96 (99)
Avg
Fidelity Total Bond FTBFX
Œ
CI
QQQQ
2.0 6.1 3.9 5.4 5.3 38 42 37 26 22 2.9 3.0 (94)
Avg
Harbor Bond Institutional HABDX
´
CI
QQQQ
2.5 6.1 4.2 5.0 5.8
5 40 27 46 8 2.4 3.45 (86)
High
Harbor Real Return Instl HARRX
„
IP
QQQQ
3.8 4.3 0.8 4.3 — 2 21 7 12 — 0.5 6.1 (83)
+Avg
Janus Flexible Bond T JAFIX
„
CI
QQQQQ
2.0 5.5 4.2 5.4 5.9 33 62 25 27 7 2.3 2.7 (91)
-Avg
Loomis Sayles Investment Grade Bond A LIGRX
Œ
CI
[QQQ
-0.3
4.4 4.6 6.3 6.5 98 83 18 6 2 2.1 4.55 (30)
High
Metropolitan West Total Return Bond M MWTRX
Œ
CI
QQQQQ
1.8 6.1 5.7 6.5 6.6 60 42 4 5 2 1.4 2.85 (78)
Avg
PIMCO Investment Grade Corp Bd Instl PIGIX
„
TW
QQQQQ
3.1 10.2 7.2 8.2 7.6 11 10 9 13 9 3.0 4.67 (85)
+Avg
PIMCO Low Duration D PLDDX
´
CS
QQQQ
0.3 0.5 1.6 2.3 3.6 78 79 42 41 23 1.2 1.8 (57)
+Avg
PIMCO Real Return D PRRDX
„
IP
QQQQ
3.5 4.3 0.8 4.2 4.6
9 22 6 12 7 -2.3 6.17 (83)
High
PIMCO Short-Term D PSHDX
„
UB
QQQQ
-0.3 0.2 1.1
1.1 2.4
93 67 29 54 13 0.8 0.75 (9)
+Avg
PIMCO Total Return Instl PTTRX
´
CI
]QQQQQ
2.6 6.0 4.3 5.3 6.2
3 45 24 29 3 1.6 3.65 (87)
High
Scout Core Plus Bond Instl SCPZX
„
CI
[QQQQ
0.7 1.8 3.3 5.6 6.9 95 98 60 20 1 0.9 2.02 (53)
Low
T. Rowe Price Corporate Income PRPIX
— TW
QQQ
2.9 9.0 6.0 7.1 5.8 19 21 33 36 38 3.1 4.42 (87)
+Avg
T. Rowe Price GNMA PRGMX
´
GI
[QQQ
0.3 3.8 2.0 3.5 4.3 89 77 41 34 29 1.8 2.58 (73)
Avg
T. Rowe Price New Income PRCIX
„
CI
QQQQ
2.1 6.4 3.4 4.6 5.1 28 29 56 60 30 1.9 3.03 (94)
Avg
T. Rowe Price Short-Term Bond PRWBX
ˇ
CS
QQQ
0.5 1.0 1.2 1.6 3.0 43 54 67 71 46 1.0 0.86 (48)
-Avg
TCW Total Return Bond I TGLMX
´
CI
QQQQQ
1.3 5.7 6.7 6.9 7.1 82 58 1 2 1 2.5 2.85 (55)
Avg
USAA Income USAIX
— CI
QQQQ
1.9 6.2 4.5 5.5 5.4 51 36 20 23 17 2.8 2.78 (88)
Avg
Vanguard GNMA Inv VFIIX
Œ
GI
QQQQ
0.7 5.3 2.3 4.1 4.8 76 23 20 12 13 2.2 2.78 (74)
+Avg
Vanguard Inflation-Protected Secs Inv VIPSX
Œ
IP
QQQQ
3.1 4.8
0.6
4.3 4.5 33 9 15 10 18 0.2 5.48 (87)
+Avg
Vanguard Interm-Term Bond Index Adm VBILX
— CI
QQQQ
3.3 8.1 3.9 6.3 5.8
1 4 34 8 8 2.1 4.37 (97)
High
Vanguard Interm-Term Invmt-Grade Inv VFICX
„
TW
QQQ
2.6 6.7 4.5 6.3 5.6 33 60 71 63 46 2.3 3.53 (90)
-Avg
Vanguard Interm-Term Treasury Inv VFITX
„
GI
QQQQ
2.7 5.4 1.9 4.3 4.9
4 19 47 7 9 1.2 3.43 (89)
High
Vanguard Long-Term Investment-Grade Inv VWESX
´
TW
QQQQQ
5.8 20.0
8.7
10.9 7.6
1 2 5 6 10 3.5 8.17 (90)
High
Vanguard Long-Term Treasury Inv VUSTX
„
GL
QQQQ
9.0 28.5
7.1
11.0 8.0
27 28 39 46 34 2.0 11.44 (78)
Avg
Vanguard Short-Term Bond Index Adm VBIRX
„
CS
QQQQ
1.1 1.8 1.3 2.1 3.4 14 21 60 49 29 0.9 1.14 (81)
Avg
Vanguard Short-Term Federal Inv VSGBX
„
GS
QQQQ
0.6 1.4 0.8 1.6 3.2 36 38 32 35 18 0.6 0.95 (80)
Avg
Vanguard Short-Term Investment-Grade Inv VFSTX
„
CS
QQQQ
0.8 2.0 2.3 2.8 3.7 22 17 18 25 20 1.5 1.21 (64)
Avg
Vanguard Short-Term Treasury Inv VFISX
„
GS
QQQ
0.6 1.0 0.6 1.2 2.8 38 50 47 52 39 0.4 0.75 (71)
-Avg
Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX
— IP NR
0.9
-0.7
— — — 92 91 — — — 0.2 — (—)
Vanguard Total Bond Market Index Adm VBTLX
„
CI
QQQ
2.3 6.7 3.1 4.5 4.9 10 19 68 63 41 1.9 2.93 (99)
Avg
Western Asset Core Bond I WATFX
„
CI
QQQQ
1.9 7.6 4.3 6.1 5.3 41 5 23 10 20 2.4 2.99 (94)
Avg
Western Asset Core Plus Bond I WACPX
„
CI
QQQQQ
2.1 8.2 5.1 6.6 6.0 21 3 10 4 6 2.8 3.09 (91)
+Avg
High-Yield Bond
— 0.3 0.9 6.4 7.7 6.4 — — — — — — 4.39 (16)
—
Eaton Vance Income Fund of Boston A EVIBX
„ QQQ
0.9 2.9 7.0 8.3 6.9 12 16 31 25 28 4.8 3.92 (24)
-Avg
Fairholme Focused Income FOCIX
´ [QQQ
0.5
-5.1
8.6 7.9 — 39 98 4 42 — — 13.3 (7)
High
Fidelity Capital & Income FAGIX
„ QQQQQ
1.0 7.1 9.5 9.5 8.6
8 1 1 5 1 4.2 5.06 (13)
+Avg
BarCap US Agg Bond TR USD
2.1 6.5 3.0 4.4 4.7
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