(PUB) Investing 2015

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5 ! Best

Total Return % 11-30-15

Total Return % Category Rank

30- Day Yld %

Stand- ard Devia- tion (R²)

Risk Relative to Category

1 ! Best, 100 ! Worst

Morningstar Analyst Rating

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

—

0.0 -0.1 -0.2 -0.6 -1.4 -1.8

0.4 2.5 3.7

— — — — —

— 3.27 (66)

—

QQQQ QQQQ QQQQ QQQQ

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

— — —

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

1.0 1.9 2.2 2.2 3.1 1.7 1.1 1.2 1.1 2.1 1.3 1.7 1.4 -3.0

3.0 4.6 4.2 3.8 5.4 3.0 2.5 2.7 3.3 3.2 2.9 3.7 3.1 1.8 3.7 3.7 4.4 5.8 1.6 1.7 1.1 3.4 4.1 4.8 2.5 3.1 1.2 5.0 3.6 3.0 2.2 4.0 4.3 2.6 7.3 6.8 1.4 1.0 2.1 0.7 — 3.0 4.2 4.5

5.3 5.8 5.0 5.2 — 4.9 4.3 4.1 4.2 4.0 4.3 5.0 5.5 — 5.7 5.9 6.2 7.3 3.5 3.9 2.3 5.9 6.7 5.4 4.3 4.8 2.9 6.9 5.1 4.7 3.9 5.7 5.5 4.8 6.8 6.7 3.3 3.1 3.5 2.7 — 4.6 5.2 5.9

78 80 94 94 19 14 60 66 24 23 43 39 12 22 86 80 28 22 41 55 39 55 59 78 36 49 98 98 58 45 10 21 63 79 80 86 24 49 14 17 38 39 44 58 38 41 28 41 12 10 77 76 20 15 1 1 6 5 5 7

71 59 13

2.5 2.0 2.5 3.1 3.8 2.1 1.3 1.9 2.8 2.2 2.1 3.0 2.8 0.8 2.6 2.5 1.4 3.7 1.4 1.5 2.9 2.1 3.4 2.1 2.3 1.2 3.0 3.4 2.4 0.4 2.6 2.8 1.5 4.1 2.7 1.3 1.0 1.9 0.8 0.2 2.3 2.5 2.9

3.55 (92) 3.27 (59) 3.03 (98) 2.42 (73) 2.5 (81) 2.78 (77) 2.8 (95) 2.2 (93) 3.04 (92) 2.52 (85) 3.06 (99) 3.04 (90) 3.49 (84) 5.87 (69) 2.69 (94) 4.66 (30) 2.78 (90) 4.79 (81) 1.68 (41) 5.96 (72) 3.71 (84) 1.9 (61) 4.42 (89) 2.6 (75) 3.06 (95) 0.85 (56) 2.58 (78) 2.92 (88) 2.83 (79) 5.19 (78) 4.4 (97) 3.51 (93) 3.46 (90) 8.28 (89) 11.1 (85) 1.2 (80) 0.97 (80) 1.2 (73) 0.83 (66) 1.72 (29) 3.01 (99) 3.02 (94) 3.21 (90) 0.92 (0)

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

1.0 0.2 2.5 1.2 0.8 1.3

1.1 0.0 2.6 1.2 0.9 0.9

14 10 26 15 22 19

Dodge & Cox Income DODIX

j CI

QQQQQ QQQQQ

DoubleLine Total Return Bond I DBLTX

1 —

Œ Œ „ „

Fidelity GNMA FGMNX

QQQQ

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

34 29 23 56 73 65 63 41 61 18 47 70 51 65 59 31 25 24 48 53 10 66 32 —

QQQ QQQ QQQ QQQ

-0.5 -0.5

—

1.6

1.8

Fidelity Spartan US Bond Idx Investor FBIDX

0.8 0.6 0.7

0.9 0.3 0.3

Avg Avg

QQQQ QQQQ

Fidelity Total Bond FTBFX

´ „

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

High +Avg -Avg

QQQ

-1.4 -3.5

Ø CI

QQQQQ

0.7

0.4

1.8

28 22

Œ Œ „ ´ „ „ ´ „

QQQ

-4.1 -4.6

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

CI CI

0.7 2.2 2.8 0.3 0.8 1.3 1.1 2.2 1.3 1.3 0.6 3.0 1.8 1.9 1.6 2.1 0.9 2.9 1.8 0.9 0.6 1.4 0.4

80 22

5 2 6

High

QQQQQ QQQQQ

0.3 1.2

0.5 0.3

8 9

Avg

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

QQQ QQQ

PIMCO Low Duration D PLDDX PIMCO Real Return D PRRDX

0.4 -0.3 -2.0 -3.9

73 42 24 73 36 13

-3.1

-0.8

QQQQ QQQQ

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

1.1 0.9 1.2

0.8 0.4 1.1

15 26 12

55 36 64 12

4 1

CI [QQQQ

QQQQ QQQQ

— —

0.0 -0.2

26 35 44 25 30 26 51 57 34 50 64 48

T. Rowe Price GNMA PRGMX

0.8

0.6

´ ˇ ´

QQQ QQQ

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

0.7 0.9 1.3

0.6 0.4 1.4

QQQQQ

CI CI

QQQQ

USAA Income USAIX

—

-0.2 -0.4

27 27 23

Œ Œ

GI ]QQQQQ

Vanguard GNMA Inv VFIIX

1.3

1.5

8 11

QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ

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 CI

-0.9 -1.8

-2.3

36 15

6 16

—

1.9 2.1 1.9

1.6 1.8 1.5 0.1 1.6 0.9 0.6 1.0 0.4

4 1

6 1

37 14

„ „ „ „ „ „ „ „ „ „ „ „ ´ „ —

33 61 40 50 26 10

8 14 80 29

-1.5

4 16

GL CS GS CS GS

-1.2

49 32

28 35 39 33 49 30 15 27 17 11 21 22 24 45 37 4 — — 47 62 43 12 11 17

1.2 0.8 1.4 0.6

18 16

QQQ

32 30

QQQQQ

IP CI

0.0 -1.3

-1.0

QQQ

0.8 1.7 1.9

0.9 1.9 1.9

1.4 2.3 2.8

31 23

CI [QQQQ

6 4

4 4

QQQQQ

High-Yield Bond

—

-1.8 -3.3 -0.2 -1.4

2.5 5.0 5.9

— — — — —

— 5.04 (10)

—

QQQ

Eaton Vance Income Fund of Boston A EVIBX

3.6 8.9 6.2

5.8 7.3 6.8

6.5 — 8.2

27 23

20 23 27

5.3

4.66 (13)

-Avg High +Avg

QQQQQ QQQQQ

6.2 1.1

4.6 0.2

Fairholme Focused Income FOCIX Fidelity Capital & Income FAGIX

1 9

1 8

1 1

1 —

— 13.22

(5)

4.2

5.67 (11)

BarCap US Agg Bond TR USD

1.0 2.9

1.6

3.0 4.4

Legend