(PUB) Investing 2015

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 07-31-15

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

YTD 1 Yr

3 Yr

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

(R²)

— 0.3 1.5 0.8 2.8 3.7 — — — — — — 3.27 (66) —

QQQQ

AMG GW&K Core Bond Service MBDFX AMG Managers Bond Service MGFIX Baird Aggregate Bond Inst BAGIX

— CI

-0.2 1.8 1.6 3.4 5.3 91 61 64 60 15 2.4 3.54 (91) -0.9 -0.5 3.4 5.2 5.9 97 96 8 5 4 1.8 3.3 (58) 0.8 2.9 2.8 4.6 4.9 28 13 18 13 26 2.4 3.01 (97) 0.4 1.5 2.8 4.1 5.2 64 71 16 24 19 — 2.33 (81) 1.9 4.2 3.9 6.6 — 2 1 4 1 — 3.9 2.55 (75) 0.8 3.1 1.7 3.2 4.8 37 18 12 7 7 1.9 2.78 (75) 0.8 3.1 1.2 2.7 4.3 39 19 33 27 23 1.4 2.77 (95) 1.1 2.0 1.6 3.1 4.1 15 52 62 72 63 1.9 2.18 (92) 0.3 2.2 1.8 3.9 4.3 68 43 55 34 58 2.7 2.97 (95) 1.2 3.7 2.1 3.4 3.9 11 3 39 59 71 2.1 2.51 (83) 0.6 2.9 1.4 3.1 4.2 45 15 72 71 59 2.0 3.02 (99) 1.1 2.6 2.3 4.2 5.1 14 27 32 23 22 3.0 2.98 (94)

High +Avg

´

QQQQQ

CI

QQQQ QQQQ

— CI

Avg

Œ

Dodge & Cox Income DODIX

CI

-Avg -Avg +Avg +Avg Low Avg -Avg

” CI

QQQQQ QQQQQ

DoubleLine Total Return Bond I DBLTX

Œ Œ „ „

Fidelity GNMA FGMNX

GI

GI ]QQQQ

Fidelity Government Income FGOVX Fidelity Intermediate Bond FTHRX Fidelity Investment Grade Bond FBNDX Fidelity Mortgage Securities FMSFX

QQQ QQQ QQQ QQQ

CI CI

— CI

´

Fidelity Spartan US Bond Idx Investor FBIDX

CI CI CI

Avg Avg

Œ

QQQQ QQQQ

Fidelity Total Bond FTBFX

´ „ „ Œ Œ „ ´ „ „ ´ „ ´ „ ˇ ´

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

1.4 3.2 2.3 3.6 5.5

7 7 29 48 9 2.6 3.47 (88)

High +Avg -Avg

-1.7

IP [QQQ

0.6 -3.1

2.9 — 24 79 43 22 — 0.5 5.86 (73)

QQQQQ

CI

0.9 2.0 2.3 4.1 5.7 21 49 29 26 7 2.4 2.68 (93)

-3.2 -3.9

QQQ

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

CI CI

2.4 4.4 6.1 99 99 29 17 3 2.3 4.53 (32)

High

QQQQQ QQQQQ

0.3 2.3 3.4 5.0 6.2 66 39 7 7 2 1.5 2.88 (82)

Avg

2.1

7.4

TW

4.3 4.4 6.7

1 1 1 8 7 3.2 4.68 (87)

+Avg +Avg High +Avg High

QQQQ QQQQ QQQQ

PIMCO Low Duration D PLDDX PIMCO Real Return D PRRDX

CS

0.8 0.7 0.9 1.9 3.5 41 52 55 37 21 2.0 1.66 (44) 0.4 -2.8 -1.7 3.0 4.2 36 65 44 18 8 2.5 5.93 (75)

IP

2.4

PIMCO Short-Term D PSHDX PIMCO Total Return Instl PTTRX Scout Core Plus Bond Instl SCPZX T. Rowe Price Corporate Income PRPIX

UB

1.0 0.8 1.1 1.2

4 7 15 30 12 0.9 0.81 (1) 4 9 33 31 4 3.0 3.67 (88)

CI ]QQQQQ

1.6 3.1 2.3 4.0 5.9

QQQQ

CI

1.2 1.9 1.9 4.5 6.7 11 55 48 15 1 1.7 1.89 (57) 0.3 1.9 3.2 5.3 5.4 38 17 32 41 41 3.4 4.4 (88) 0.7 2.6 1.2 2.7 4.3 48 45 33 30 26 1.9 2.59 (74) 0.7 2.2 1.7 3.3 4.8 37 41 56 61 34 2.3 3.03 (95) 0.8 0.5 0.8 1.3 3.0 42 64 58 69 45 1.2 0.86 (52)

Low

QQQ

— TW

+Avg

QQQQ

T. Rowe Price GNMA PRGMX

GI

Avg

QQQ QQQ

T. Rowe Price New Income PRCIX T. Rowe Price Short-Term Bond PRWBX TCW Total Return Bond I TGLMX

CI

Avg Avg Avg Avg

CS

4.5

QQQQQ

CI

1.0 2.8

5.8 7.0 17 16 2 2 1 2.6 2.78 (65)

QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQ

USAA Income USAIX

— CI

0.3 1.5 2.7 4.2 5.1 72 72 19 20 20 3.2 2.89 (88) 0.8 3.4 1.7 3.1 4.7 41 8 10 10 13 2.0 2.83 (77)

Œ Œ

Vanguard GNMA Inv VFIIX

GI

+Avg

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

0.4 -1.5 -1.4 3.2 4.1 37 8 30 7 17 0.1 5.22 (80)

+Avg High -Avg High High

— CI

1.4 3.6 1.9 4.4 5.6 1.2 2.6 2.6 4.6 5.4 1.6 3.6 0.9 2.9 4.7

6 4 47 15 9 2.6 4.34 (96) 7 8 58 66 42 2.7 3.49 (91) 3 6 52 16 12 1.5 3.4 (89) 6.5 94 4 47 6 18 4.1 8.26 (89)

„ „ ´ „ „ „ „ „

TW

GI

7.3

TW

-2.3 3.4 2.8

9.7

GL CS GS CS GS

-1.1

1.1 6.8 6.6 48 27 18 41 34 2.7 11.15 (83)

Avg Avg Avg Avg Avg

1.2 1.6 1.0 1.6 3.4 16 8 48 52 28 1.2 1.17 (80) 0.8 1.3 0.6 1.2 3.2 23 32 23 31 18 0.7 0.95 (79) 1.1 1.3 1.8 2.3 3.6 21 18 16 23 19 1.7 1.2 (69)

0.9

QQQ

0.7 1.1 0.5

2.8 32 45 31 48 38 0.6 0.77 (67)

— IP NR

0.5 -2.1 — — — 25 27 — — — -0.4 — (—) 0.6 2.8 1.5 3.2 4.6 45 19 68 65 45 2.1 2.96 (99)

„ „ „

QQQ

CI CI CI

Avg Avg

QQQQ

1.3 3.2 2.7 4.6 5.1 1.4 3.3 3.2 5.0 5.7

9 8 20 12 21 2.2 3.01 (94) 6 6 10 7 7 2.8 3.17 (93)

QQQQQ

+Avg

High-Yield Bond

— 1.9 -0.3 5.3 6.8 6.3 — — — — — — 4.33 (14) —

„ QQQ ´ ]QQQQQ „ QQQQQ

Eaton Vance Income Fund of Boston A EVIBX

3.0 2.5 6.0 7.4 6.9 16 15 24 24 27 4.6 3.87 (21)

-Avg High +Avg

7.8 -1.9

10.4

Fairholme Focused Income FOCIX Fidelity Capital & Income FAGIX

8.4 — 1 77 1 6 — — 13.28 (5)

4.5

8.9 8.5

4.2

8.8

2 1 1 2 1 4.0 4.81 (17)

BarCap US Agg Bond TR USD

0.5 3.0 1.5 3.1 4.4

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.

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