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42

Morningstar

Analyst Rating

Morningstar

Rating

Total Return %

07-31-16

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

5.5 4.6

3.2 2.9 4.0

— — — — —

— 3.11 (61)

AMG Managers Bond Service MGFIX

CI

QQQQ

7.3

5.9

4.2

4.5

6.2

7 20

28 11

5

2.7

3.25 (40)

High

Baird Aggregate Bond Inst BAGIX

CI

QQQQQ

6.5

6.3

4.9

4.7

5.4

26 10

8

8 24

2.3

2.72 (98)

Avg

Baird Short-Term Bond Inst BSBIX

CS

QQQQ

2.6

2.5

1.9

2.1

3.2

35 22

20 21 38

1.4

0.86 (66)

Avg

Dodge & Cox Income DODIX

Œ

CI

QQQQ

6.2

5.2

4.2

4.0

5.5

39 48

33 27 18

3.0

2.65 (54)

Avg

DoubleLine Total Return Bond I DBLTX

ˇ

CI

QQQQQ

3.7

4.1

4.4

5.0

91 80

18

4 —

3.4

2.19 (81)

-Avg

Fidelity GNMA FGMNX

Œ

GI

[QQQQ

2.9

3.3

3.7

2.8

5.0

70 52

7 21

9

1.8

2.24 (63)

Avg

Fidelity Government Income FGOVX

Œ

GI

QQQQ

4.9

4.5

3.5

2.9

4.6

10 10

15 12 21

1.2

2.76 (92)

+Avg

Fidelity Intermediate Bond FTHRX

CI

QQ

4.8

4.5

3.1

2.9

4.4

83 72

83 81 71

1.5

2.07 (91)

-Avg

Fidelity Investment Grade Bond FBNDX

CI

QQQ

7.4

5.4

4.0

3.7

4.6

6 40

42 40 62

2.5

3.01 (82)

+Avg

Fidelity Mortgage Securities FMSFX

CI

QQQ

3.6

3.9

3.9

3.2

4.1

93 85

46 70 79

2.0

2.16 (76)

-Avg

Fidelity Total Bond FTBFX

Œ

CI

QQQQ

7.6

6.0

4.5

4.1

5.5

5 17

15 22 21

2.8

2.98 (76)

+Avg

Fidelity US Bond Index Investor FBIDX

CI

QQQ

6.0

5.7

4.1

3.4

4.7

48 24

38 58 61

1.8

2.85 (99)

+Avg

Harbor Bond Institutional HABDX

´

CI

QQQQ

5.6

4.4

3.8

3.5

5.8

66 75

56 53 12

2.5

3.14 (74)

+Avg

Harbor Real Return Instl HARRX

IP

]QQQQ

6.8

3.6

1.6

1.5

4.4

38 46

36 28 14

0.3

4.95 (62)

+Avg

Janus Flexible Bond T JAFIX

ˇ

CI

QQQQ

5.2

4.4

3.8

3.8

6.0

76 74

58 34

8

2.4

2.5 (93)

-Avg

Loomis Sayles Investment Grade Bond A LIGRX

Œ

CI

]QQQ

7.5

5.2

2.9

3.5

6.2

5 47

88 55

6

2.4

4.78 (20)

High

Metropolitan West Total Return Bond M MWTRX

Œ

CI

QQQQQ

5.1

4.7

4.0

4.7

6.5

80 67

43

7

3

1.7

2.34 (96)

-Avg

PIMCO Investment Grade Corp Bd Instl PIGIX

TW

QQQQQ

9.3

7.3

6.4

6.3

8.1

35 47

15 11 10

3.2

4.11 (72)

Avg

PIMCO Low Duration D PLDDX

´

CS

QQQ

1.1

0.7

1.0

1.3

3.4

90 88

74 59 27

2.6

1.4 (17)

+Avg

PIMCO Real Return D PRRDX

IP

QQQ

6.8

3.0

1.4

1.5

4.4

38 68

46 31 16

5.6

5.07 (66)

High

PIMCO Short-Term D PSHDX

UB

QQQQQ

0.8

0.9

1.1

1.1

2.1

51 40

12 27 12

1.4

1.05

(8)

High

PIMCO Total Return Instl PTTRX

´

CI

QQQQ

5.0

4.2

3.7

3.7

6.2

81 79

61 44

6

3.5

3.22 (74)

High

Scout Core Plus Bond Instl SCPZX

CI

[QQQQ

6.6

5.4

3.4

4.3

7.1

25 39

74 15

1

1.4

2.3 (49)

-Avg

T. Rowe Price Corporate Income PRPIX

TW

[QQQ

9.1

8.1

5.9

5.5

6.2

39 27

26 33 39

2.5

3.96 (80)

Avg

T. Rowe Price GNMA PRGMX

GI

QQQ

2.6

2.9

3.1

2.3

4.4

82 73

44 51 32

1.6

2.05 (62)

Avg

T. Rowe Price New Income PRCIX

´

CI

[QQQ

6.0

5.5

4.1

3.6

5.2

47 35

37 50 32

2.0

2.62 (94)

Avg

T. Rowe Price Short-Term Bond PRWBX

ˇ

CS

QQQ

1.7

1.5

1.1

1.2

2.9

68 58

65 70 50

1.1

0.87 (52)

Avg

TCW Total Return Bond I TGLMX

´

CI

QQQQQ

4.6

4.7

4.6

5.3

7.2

85 65

12

2

1

2.5

2.22 (83)

-Avg

USAA Income USAIX

CI

QQQQ

8.4

6.9

4.6

4.4

5.7

2

3

14 15 14

2.8

2.93 (79)

+Avg

Vanguard GNMA Inv VFIIX

Œ

GI

QQQQ

3.3

3.9

4.0

2.9

4.9

52 29

2 18 12

1.9

2.26 (69)

Avg

Vanguard Inflation-Protected Secs Inv VIPSX

Œ

IP

QQQQ

7.1

4.7

2.2

1.9

4.4

21 19

13

8 15

-0.3

4.41 (77)

+Avg

Vanguard Interm-Term Bond Index Adm VBILX

CI

QQQQQ

7.6

7.5

5.2

4.6

6.3

5

2

5

9

4

1.9

3.95 (97)

High

Vanguard Interm-Term Invmt-Grade Inv VFICX

TW

[QQQ

7.0

7.3

5.0

4.7

6.0

82 49

54 63 48

2.2

3.05 (91)

-Avg

Vanguard Interm-Term Treasury Inv VFITX

GI

]QQQQQ

5.2

5.1

3.4

3.0

5.2

5

4

20 11

4

0.9

3.47 (86)

High

Vanguard Long-Term Investment-Grade Inv VWESX

TW

QQQQQ

16.4 16.6 10.5

8.9

8.5

3

1

1

2

9

3.3

7.39 (82)

High

Vanguard Long-Term Treasury Inv VUSTX

GL

QQQ

17.8

17.3

11.8

9.7

8.6

29 30

31 27 42

1.9 10.57 (83)

Avg

Vanguard Short-Term Bond Index Adm VBIRX

CS

QQQQ

2.7

2.4

1.8

1.5

3.4

30 23

29 45 28

1.0

1.32 (81)

+Avg

Vanguard Short-Term Federal Inv VSGBX

GS

QQQQ

1.9

1.8

1.4

1.2

3.0

30 23

28 24 23

0.8

1.0 (75)

Avg

Vanguard Short-Term Investment-Grade Inv VFSTX

CS

QQQQ

3.5

3.4

2.5

2.3

3.6

14

6

7 13 20

1.5

1.24 (69)

Avg

Vanguard Short-Term Treasury Inv VFISX

GS

QQQ

1.8

1.5

1.0

0.8

2.6

35 32

48 46 45

0.4

1.0 (67)

Avg

Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX

IP

[QQ

2.4

1.6

0.2

95 89

88 — —

-0.7

1.72 (37)

Low

Vanguard Total Bond Market Index Adm VBTLX

CI

QQQ

6.2

6.0

4.2

3.5

5.0

39 16

31 51 42

1.8

2.82 (99)

+Avg

Western Asset Core Bond I WATFX

CI

]QQQQQ

6.9

6.8

5.4

4.5

5.7

13

3

3 12 15

2.1

2.81 (89)

+Avg

Western Asset Core Plus Bond I WACPX

CI

QQQQQ

6.9

6.8

5.6

5.0

6.2

14

4

3

4

5

3.0

3.07 (80)

+Avg

High-Yield Bond

8.7 2.2

3.0 4.9 6.1

— — — — —

— 5.56 (6)

Eaton Vance Income Fund of Boston A EVIBX

QQQ

8.7

3.3

4.2

5.6

6.6

58 29

17 24 34

4.6

4.82

(8)

-Avg

Fairholme Focused Income FOCIX

ˇ

QQQQ

14.4

4.6

4.1

7.4

1

9

22

1 —

— 11.11

(2)

High

Fidelity Capital & Income FAGIX

QQQQQ

6.5

1.3

5.7

6.0

8.0

86 75

1 14

2

4.4

6.35

(3)

+Avg

BarCap US Agg Bond TR USD

5.9 5.8

4.2

3.5 4.9

BofAML US HY Master II TR

12.1 4.9

4.4

6.0 7.6

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