(PUB) Investing 2015

42

Historical Performance

Historical Risk

Morningstar Rating vs.Category 5 ! Best

Total Return % 04-30-15

Total Return % Category Rank

30- Day Yld %

Stand- ard Devia- tion

Risk Relative to Category

Morningstar Analyst Rating

1 ! Best, 100 ! Worst

A N N U A L I Z E D

Morningstar 500 Bond Funds High-Quality Bond AMG GW&K Core Bond MBDFX AMG Managers Bond Service MGFIX Baird Aggregate Bond Inst BAGIX

YTD 1 Yr

3 Yr

5 Yr 10 Yr YTD 1 Yr 3 Yr 5 Yr 10 Yr

(R²)

—

1.1 3.5 1.2 4.0 0.6 2.3 1.4 4.9 1.3 3.5 1.6 5.2 1.1 4.3 1.1 4.3 1.5 3.0 1.4 4.2 1.2 4.8 1.2 4.3 1.9 4.4 1.6 4.3 2.2 1.3 1.5 3.5 0.0 0.5 1.1 4.3 2.7 7.2 0.7 0.6 1.9 1.4 0.7 0.9 1.6 4.3 1.2 2.1 2.2 5.5 1.0 3.8 1.5 4.3 0.9 0.8 1.2 4.5 1.4 3.9 1.2 4.8 1.9 2.4 2.2 5.8 2.2 4.7 1.6 4.2 0.7 9.7 0.8 15.3 1.0 1.6 0.7 1.3 1.3 1.9 0.6 0.9 1.0 -0.9 1.3 4.4 1.9 5.3 1.9 5.6 3.4 1.5 3.5 3.1

1.9 3.0 4.8 4.0 3.8 4.5 2.2 2.0 2.4 3.1 2.7 2.4 3.5 3.3 3.5 4.0 4.8 6.2 1.4 1.2 3.3 2.8 5.2 1.8 2.9 1.0 5.6 3.8 2.2 0.1 3.3 3.9 1.5 6.6 4.9 1.2 0.7 2.2 0.5 — 2.5 3.8 4.5 6.5 6.9

3.6 4.3 5.9 5.4 4.8 7.8 4.0 3.4 3.8 4.8 4.1 4.0 4.9 4.4 3.5 4.8 5.5 5.7 7.4 2.1 3.5 1.2 4.6 5.2 6.5 3.4 4.1 1.5 6.5 5.0 3.9 3.8 5.7 5.6 3.9 9.1 9.1 2.0 1.5 2.6 1.1 — 4.1 5.3 5.6 7.3 7.9 9.1 8.6

3.9 5.6 6.2 5.1 5.4 — 4.9 4.4 4.2 4.5 4.0 4.4 5.3 5.6 — 5.8 6.6 6.5 7.6 3.6 4.3 2.4 6.0 6.9 5.8 4.4 5.0 3.1 7.1 5.3 4.8 4.2 5.7 5.5 4.8 6.9 7.0 3.4 3.2 3.7 2.8 — 4.7 5.3 6.0 7.0 7.4 — 9.2

— — 65 43 95 90 42 10 54 64 42 14 38 15 33 80 42 36 62 12 62 31 8 27 23 30 11 50 28 64 98 98 77 31 62 76 52 46 10 11 22 33 60 92 14 19 53 39 33 32 49 64 69 22 42 50 24 6 1 8

— — — 48 51 13

— 2.1 1.6 2.3 — 3.7 1.8 1.2 1.7 2.6 1.9 1.8 2.6 2.2 0.4 1.9 2.1 1.2 2.9 1.1 0.7 1.5 1.3 2.8 1.9 1.9 1.0 2.5 2.7 2.2 2.2 2.3 1.2 3.7 0.9 0.6 1.5 0.4 1.9 2.1 2.6 — 4.3

3.44 (65) 3.55 (90) 3.32 (55) 3.03 (97) 2.31 (78) 2.52 (73) 2.73 (73) 2.8 (94) 2.19 (92) 3.0 (95) 2.47 (81) 3.0 (99) 2.97 (94) 3.47 (86) 6.04 (77) 2.7 (93) 4.54 (26) 2.93 (81) 4.67 (85) 1.77 (48) 6.09 (77) 3.67 (88) 1.96 (51) 4.38 (88) 2.58 (72) 3.03 (94) 0.85 (49) 2.9 (64) 2.8 (89) 2.79 (74) 5.39 (83) 4.36 (96) 3.53 (90) 3.43 (89) 8.35 (90) 1.18 (81) 0.95 (78) 1.22 (65) 0.79 (69) — (—) 2.96 (99) 2.98 (94) 3.1 (92) 4.44 (10) 3.94 (16) 0.82 (3)

—

—

CI CI CI CI CI GI GI CI CI CI CI CI IP CI

High +Avg

QQQQ

7

5

3

´

QQQQQ

—

17 12 26 21 27 16

Avg

QQQQ QQQQ

Dodge & Cox Income DODIX

-Avg -Avg +Avg +Avg -Avg

Œ

DoubleLine Total Return Bond I DBLTX

—

10 11

1 —

QQQQQ QQQQQ

Fidelity GNMA FGMNX

8

8

Œ Œ „ „

Fidelity Government Income FGOVX Fidelity Intermediate Bond FTHRX Fidelity Investment Grade Bond FBNDX Fidelity Mortgage Securities FMSFX Fidelity Spartan US Bond Idx Investor FBIDX

23 27 24 74 72 66 44 30 56 64 59 75 74 66 60 31 23 20 35 48 11 25 17 —

QQQQ

CI ]QQQ

Avg

QQQ QQQ QQQ

— —

-Avg

Avg Avg

Fidelity Total Bond FTBFX

Œ

QQQQ QQQQ QQQQ

Harbor Bond Institutional HABDX Harbor Real Return Instl HARRX Janus Flexible Bond T JAFIX

High +Avg -Avg High +Avg +Avg High +Avg High Avg

´ „ „ Œ Œ „ ´ „ „ ´ „ ´ „ x ´ —

-0.1

31 28 17 10

7 2 2 7

QQQQQ

Loomis Sayles Investment Grade Bond A LIGRX Metropolitan West Total Return Bond M MWTRX PIMCO Investment Grade Corp Bd Instl PIGIX

CI ]QQQQ

CI

6

7

QQQQQ QQQQQ

TW

8 12

PIMCO Low Duration D PLDDX PIMCO Real Return D PRRDX PIMCO Short-Term D PSHDX PIMCO Total Return Instl PTTRX Scout Core Plus Bond Instl SCPZX T. Rowe Price Corporate Income PRPIX T. Rowe Price New Income PRCIX T. Rowe Price Short-Term Bond PRWBX TCW Total Return Bond I TGLMX T. Rowe Price GNMA PRGMX

CS

45 44 22 27 22 13 24 37 13

QQQQ QQQQ QQQQ QQQQ QQQQ

IP

-0.1

-5.3

UB

CI CI

35 35 57 16

5 1

Low

TW ]QQQQ GI ]QQQQ

34 34 37 32 29 26 55 59 33 67 71 45

+Avg

Avg Avg

CI

QQQQ

CS

-Avg

QQQ

CI CI GI

2

1

1

Avg Avg

QQQQQ

USAA Income USAIX

—

21 22 19 11 10 12

QQQQ QQQQ QQQQ

Vanguard GNMA Inv VFIIX

32

5

+Avg +Avg High -Avg High High

Œ Œ

Vanguard Inflation-Protected Secs Inv VIPSX Vanguard Interm-Term Bond Index Adm VBILX Vanguard Interm-Term Invmt-Grade Inv VFICX Vanguard Interm-Term Treasury Inv VFITX Vanguard Long-Term Investment-Grade Inv VWESX Vanguard Long-Term Treasury Inv VUSTX Vanguard Short-Term Bond Index Adm VBIRX Vanguard Short-Term Federal Inv VSGBX Vanguard Short-Term Investment-Grade Inv VFSTX Vanguard Shrt-Term Infl-Prot Sec Idx Inv VTIPX Vanguard Total Bond Market Index Adm VBTLX Western Asset Core Bond I WATFX Western Asset Core Plus Bond I WACPX Vanguard Short-Term Treasury Inv VFISX

IP

43 10

19 36

7 18

-0.3

—

CI [QQQQ

3

2

7

8

TW

13 31 5 19

68 64 46 51 11 12

„ „ ´ „ „ „ „ „

QQQ

GI

QQQQ

TW

100

2

6

6 17

QQQQQ

GL CS GS CS GS

48 25 37 25 38 42 21 14 48 52 93 85 55 26

34 50 34 57 49 28 24 33 18 16 26 19 41 51 38 — — — 69 62 45 22 15 19

2.3 11.61 (78)

Avg Avg Avg Avg Avg

QQQQ QQQQ QQQQ QQQQ

QQQ

—

IP NR

-1.0

CI CI CI

Avg Avg

„ „ „

QQQ

9 7

5 4

QQQQ

10

9

5

+Avg

QQQQQ

High-Yield Bond

—

— — 47 17

— — — 34 24 29

—

Eaton Vance Income Fund of Boston A EVIBX

-Avg High +Avg

„ ´ „

QQQ

9.4 0.7 10.5

Fairholme Focused Income FOCIX Fidelity Capital & Income FAGIX

1 73

1 2

3 —

— 13.42 (11)

]QQQQQ

7.2

4.6

9.3

4

1

9

1

3.7

5.03 (10)

QQQQQ

BarCap US Agg Bond TR USD

1.2 4.5

2.6

4.0 4.5

Legend

Categories

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

Red ! Lowest return in group Green ! Highest return in group Italic ! Extended performance

E ! New this month ][ ! Increase/decrease in rating NR ! No Morningstar Rating; fund less than three years old.