(PUB) Investing 2015

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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

YTD 1 Yr

3 Yr

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

(R²)

High-Yield Bond (cont’d) Fidelity High Income SPHIX

—

3.4 1.5 3.4 2.3 4.2 1.5 3.8 0.5 1.9 -0.3 3.4 3.2 4.1 2.4 3.0 4.2 1.9 1.5 0.3 -2.1 2.0 5.9 -0.4 -3.0 2.7 2.7 3.0 2.5 4.8 3.7 2.9 3.0 0.8 1.3 0.5 0.9 -0.6 -3.9 -0.9 -9.9 -0.3 -4.7 2.7 5.7 0.4 1.4 -1.1 -8.6 1.8 2.5 1.1 1.9 1.3 7.2 0.5 4.4 0.6 5.1 0.4 2.3 0.3 3.5 0.3 1.2 0.5 5.8 0.5 5.8 0.4 5.8 0.8 7.4 0.6 5.6 0.3 1.1 0.4 3.9 0.8 6.2 0.3 3.7 0.4 5.7 0.3 1.2 1.4 — 1.3 8.7 0.9 8.1

6.5 6.4 7.7 6.4 5.8 6.5 7.7 6.9 4.2 0.8 9.4 — 3.8 3.6 4.5 4.4 1.4 — 5.9 0.0 — 3.0 4.0 1.9 2.7 1.3 4.0 4.2 3.9 4.1 5.9 4.0 1.2 3.6 4.6 3.0 4.2 1.2 0.6 1.1 7.5 3.5 6.6 1.8 4.7 4.3

7.3 7.3 8.5 7.6 6.1 7.2 8.0 8.0 5.0 2.9 7.0 — 4.2 4.0 6.9 5.6 1.8 — 6.9 2.6 0.4 3.7 6.5 2.0 1.3 5.6 4.3 9.0 — 4.1 5.1 3.3 3.8 2.0 5.2 5.2 5.1 5.7 6.9 5.0 2.1 4.8 5.6 4.2 5.2 1.8 0.9 1.8

7.0 7.7 — 7.5 7.3 7.0 7.8 7.0 5.4 3.9 6.6 — 3.9 4.4 8.6 6.6 3.0 — 7.2 3.8 — 4.2 6.1 — — 2.5 5.8 7.7 8.9 — 3.5 4.4 4.0 4.0 2.9 4.6 4.8 4.6 4.8 5.1 4.6 3.0 4.4 4.8 4.2 4.6 2.7 2.0 2.9

— — 57 34 11 57 28 77 97 86 58 16 16 31 — — 48 57 78 62 67 — 72 43 27 54 5 18 13 29 68 42 46 — 98 87 76 76 88 89 64 78 78 6 79 41 82 91 54 44 25 23 6 76 — — 20 10 51 83 61 47 23 22 40 42 41 40 54 40 75 71 68 46 37 51 22 25 45 35 55 39 51 48 19 22 62 67 84 49 20 5 9 4 21 23 2 5

— — — 57 54 19 14 10 — 57 37 28 79 90 37 53 60 49 14 18 16 36 19 50 — — — 58 49 53 85 94 75 — — — 72 70 40 84 81 14 51 49 22 76 75 97 — — — 8 3 7

— 5.4 5.4 5.8 4.5 4.1 5.2 4.7 — 1.3 — — 3.7 3.7 5.3 3.3 3.3 1.2 3.0 1.4 0.5 0.4 3.5 1.9 0.9 2.7 2.1 2.1 0.8 — 1.6 1.6 1.3 0.7 1.7 1.9 1.6 2.6 2.8 1.8 0.5 1.6 2.5 1.6 2.2 0.8 0.4 0.4

4.44 (10) 4.56 (11)

—

Avg

Œ

QQQQ

Hotchkis & Wiley High Yield A HWHAX

4.1

(5)

-Avg

´ ´ „ ´ „ ´

QQQ

Janus High-Yield T JAHYX

4.35 (13)

Avg Avg Avg Avg

QQQQ

Metropolitan West High Yield Bond M MWHYX

4.5

(8)

QQQ QQQ

PIMCO High Yield D PHYDX

4.26 (16)

T. Rowe Price High-Yield PRHYX

4.57

(8)

QQQQ QQQQ

Vanguard High-Yield Corporate Inv VWEHX

4.2 (21) 5.0 (29) 4.35 (41) 7.54 (85) — (—)

-Avg

Specialty Bond

—

—

American Funds Capital World Bond A CWBFX Calamos Convertible A CCVIX Dodge & Cox Global Bond DODLX Eaton Vance Floating Rate A EVBLX Fidelity Floating Rate High Income FFRHX

IB

Avg Avg

x x

QQQ

CV

QQ

—

IB NR

BL BL EB

1.64

(0) (1)

Low Avg Avg Avg Low

„ ´ „ „ ´ „ ´ ´ ´ „ x x „ — Œ

QQQ

2.1

QQQQ QQQQ QQQQ

Fidelity New Markets Income FNMIX Fidelity Strategic Income FSICX

7.85 (17) 3.86 (35) 0.67 (55) — (—)

MU

FPA New Income FPNIX

NT

QQ

Janus Global Unconstrained Bond D JUCDX

NT NR

Loomis Sayles Bond Retail LSBRX

MU

21 20

9

5.1

(7)

High

QQQQ

Loomis Sayles Global Bond Retail LSGLX PIMCO Emerging Local Bond Instl PELBX PIMCO Foreign Bond (Unhedged) D PFBDX PIMCO Foreign Bond (USD-Hedged) D PFODX

IB

70 58 57 89 83 — 80 38 46

4.28 (32)

Avg

QQQ

-4.1 -0.8

EB

5.1 11.41 (13)

+Avg +Avg -Avg

QQ

IB IB

6.01 (15) 3.03 (58) 4.0 (19) 2.26 (30) 5.85 (13) 3.6 (27)

QQQ

3 2

4

8

QQQQQ QQQQQ

9.4 10.4

PIMCO Income D PONDX

MU

3 —

Avg

PIMCO Unconstrained Bond D PUBDX T. Rowe Price International Bond RPIBX T. Rowe Price Spectrum Income RPSIX

NT

68 65 — 90 91 87 40 49 51

-Avg +Avg

QQQ

IB

-2.0

Q

MU

Avg

QQQ

Templeton Global Bond A TPINX

IB

14 25 71 55

1 3

6.44

(2)

High -Avg

Œ

QQQQ QQQQ

6.0 5.0 10.9

Vanguard Convertible Securities Inv VCVSX Vanguard Total Intl Bd Idx Investor VTIBX

CV

6.73 (80)

´

—

IB NR

— — — — — —

— (—)

Municipal Bond National

—

3.69 (86) 3.84 (99) 2.74 (92) 2.79 (99) 1.35 (83) 4.09 (99) 4.1 (99) 4.48 (99) 5.47 (95) 5.26 (94) 4.3 (98) 1.48 (73) 3.01 (98) 4.36 (99) 3.26 (99) 4.32 (99) 1.22 (75) 0.39 (61) 0.56 (54)

—

American Funds Tax-Exempt Bond A AFTEX Baird Intermediate Muni Bd Inst BMBIX Fidelity Intermediate Municipal Income FLTMX Fidelity Limited Term Municipal Income FSTFX

MI MI MI

5

9 12

+Avg -Avg -Avg

´

QQQQ

—

82 80 43 46 58 40 22 28 25 37 37 24 31 33 13 46 39 27 78 67 21 23 25 11 39 51 27 23 24 24 12 17 10 31 35 22 27 36 26 24 39 31 64 81 72 29 41 27 3 3 2

QQQ QQQ

Œ Œ Œ Œ „ „ Œ

MS ML ML ML HM HM ML MS MI MI MI ML

Avg

QQQQ QQQQ QQQQ

Fidelity Municipal Income FHIGX

-Avg

Fidelity Tax-Free Bond FTABX

Avg Avg Avg Avg Avg

Franklin Federal Tax-Free Income A FKTIX Franklin High Yield Tax-Free Inc A FRHIX T. Rowe Price Tax-Free High Yield PRFHX T. Rowe Price Tax-Free Income Inv PRTAX T. Rowe Price Tax-Free Shrt-Interm PRFSX USAA Tax Exempt Intermediate-Term USATX Vanguard High-Yield Tax-Exempt VWAHX Vanguard Interm-Term Tx-Ex Inv VWITX Vanguard Long-Term Tax-Exempt VWLTX

QQQ QQQ

QQQQ QQQQ QQQQ

— — —

+Avg -Avg High Avg Avg Avg Low -Avg

QQQQQ QQQQQ

„ „ „ „ „ ´

QQQQ QQQQ

Vanguard Ltd-Term Tx-Ex VMLTX Vanguard Short-Term Tx-Ex VWSTX

MS ]QQQQ

0.4

MS

0.1

QQ

0.0 0.6

Wells Fargo Advantage S/T Muni Bd Inv STSMX

MS ]QQQQ

BofAML US HY Master II TR BarCap Municipal TR USD

3.8 2.6 0.5 4.8

8.2 8.3 4.7 4.6

Legend

Categories

BL Bank Loan CI Intermediate-Term Bond CV Convertibles Bond EB Emerging Market Bond

HM High-Yield Muni IB World Bond MI Muni National, Intermediate ML Muni National, Long

MS Muni National, Short MU Multisector Bond NT Nontraditional 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.

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