(PUB) Morningstar FundInvestor

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Historical Performance

Historical Risk

Morningstar 500

Morningstar Rating vs.Category 5  Best

Total Return % 05-31-13

Total Return % Category Rank

30- Day Yield %

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

Bond Funds High-Quality Bond

YTD 1 Yr

3 Yr

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

(R²)

— -1.3 0.5 4.9 4.9 3.9 — — — — — — 4.3 (47) —

´ ´

QQQQ QQQQ QQQQ QQQQ

Aberdeen Total Return Bond A BJBGX American Century Ginnie Mae Inv BGNMX Baird Aggregate Bond Inst BAGIX Dodge & Cox Income DODIX DoubleLine Total Return Bond I DBLTX

CI GI

-1.0 2.9 5.8 5.9 5.3 82 52 40 51 24 — 3.03 (78) -1.4 -0.3 3.5 5.1 4.5 65 40 34 23 17 1.4 2.30 (71) -0.2 3.9 6.4 6.5 5.2 36 36 24 37 27 2.6 2.75 (91) 0.4 4.4 5.7 6.8 5.2 19 29 40 27 26 — 2.50 (36) 1.4 6.2 10.1 — — 6 13 2 — — — 2.66 (52) -1.2 0.0 4.1 5.8 4.9 44 34 13 10 6 1.8 2.39 (79) -1.0 -0.3 3.7 5.0 4.2 27 42 26 30 29 1.2 2.90 (90) -0.1 2.4 4.8 5.8 4.2 33 61 70 55 65 1.3 2.36 (87) -0.7 2.1 5.8 6.1 4.5 64 66 39 47 54 1.7 2.66 (93) -1.0 0.9 4.2 5.7 4.1 82 83 81 57 71 2.0 2.06 (80) -1.0 0.7 4.4 5.3 4.4 83 87 76 72 59 1.5 2.80 (99) -0.2 3.0 6.0 6.8 5.2 37 49 32 26 25 2.0 2.61 (82) -0.3 4.4 5.5 6.9 5.8 41 29 48 26 13 — 3.38 (43) -3.9 -1.2 6.4 5.8 — 49 32 11 9 — — 5.19 (57) -0.2 3.3 6.0 7.7 5.7 35 45 33 13 15 2.0 2.72 (74)

+Avg

Avg Avg

— CI

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

-Avg

QQQQQ QQQQQ

Avg

Œ Œ

Fidelity GNMA Fund FGMNX

Avg

QQQQ

Fidelity Government Income FGOVX Fidelity Intermediate Bond FTHRX Fidelity Investment Grade Bond FBNDX

+Avg -Avg

´ „ „ ´ Œ Œ Œ „

QQQ QQQ

Avg Low

CI [QQ

Fidelity Mortgage Secs FMSFX

QQQ

Fidelity Spartan US Bond Idx Investor FBIDX

Avg

QQQQ QQQQ QQQQ QQQQ QQQQ

Fidelity Total Bond FTBFX Harbor Bond Instl HABDX

-Avg +Avg +Avg

Harbor Real Return Instl HARRX Janus Flexible Bond T JAFIX

Avg

7.5

Loomis Sayles Investment Grade Bond A LIGRX

0.9 8.8 8.3 7.9

9 5 7 10 1 2.5 5.09 (14) 6 6 6 12 5 2.1 4.01 (28)

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

QQQQQ

Managers Bond Service MGFIX Managers PIMCO Bond MBDFX

1.4 8.6 8.3 7.8 6.3

Œ Œ

QQQQ

-1.0 3.1 5.4 6.8 5.7 83 47 49 27 14 0.5 3.27 (55) 0.8 7.4 7.5 8.8 7.2 11 8 12 5 2 3.3 2.56 (61)

QQQQQ

Metropolitan West Total Return Bond M MWTRX PIMCO Fundamental Advtg Abs Ret Strat D PFSDX

3.2 9.7

ˇ „ Œ Œ Œ Œ „ ´ ´ „

QQQ

5.3

7.9

— 3 3 53

10 — 1.2 3.79 (2)

0.7 8.9 10.0 10.6

QQQQQ

PIMCO Investment Grade Corp Bd Instl PIGIX

7.5 14 5 2 1 1 2.9 4.68 (43)

QQQQ QQQQ QQQQ

PIMCO Low Duration D PLDDX PIMCO Real Return D PRRDX PIMCO Short-Term D PSHDX PIMCO Total Return Instl PTTRX

-0.3 2.7 3.2 4.2 3.7 84 36 25 22 17 1.3 2.10 (21) -3.9 -1.1 6.5 5.9 5.6 45 29 7 6 10 7.0 5.28 (56)

2.2 2.5

0.5 1.9 1.6

21 17 37 22 13 0.6 0.84 (1)

QQQQQ QQQQQ

-0.4 4.4 6.2 7.6 6.3 47 29 28 14 6 2.6 3.57 (45)

Scout Core Plus Bond Instl SCPZX T. Rowe Price Corporate Income PRPIX T. Rowe Price GNMA PRGMX T. Rowe Price New Income PRCIX T. Rowe Price Short-Term Bond PRWBX

-0.1 5.2 7.4 9.6 7.4 33 23 13 2 1 1.4 2.79 (40) -0.1 5.9 8.2 7.8 5.8 41 51 73 69 69 2.5 4.55 (60) -1.0 0.2 3.6 5.1 4.4 29 25 31 25 20 2.0 2.14 (68) -0.6 2.6 4.9 6.1 5.0 63 58 66 47 32 1.8 2.63 (88) 0.1 1.4 2.0 3.2 3.1 64 68 68 50 42 0.7 0.97 (26) 0.8 4.6 6.2 6.9 5.3 11 27 28 25 23 2.5 2.28 (82) -1.7 -0.8 3.7 5.2 4.7 86 69 28 22 11 2.0 2.48 (74) -3.9 -1.9 6.2 5.2 5.3 45 53 15 34 27 -0.9 5.05 (59) -0.8 2.2 7.0 7.4 5.6 71 64 17 16 17 1.9 4.39 (95) -0.3 4.4 7.2 7.3 5.4 43 29 15 18 20 2.2 3.86 (69) -0.9 -0.3 4.7 5.6 4.7 20 45 7 13 12 0.8 3.82 (87) 10.7 10.2 6.4 76 69 44 47 62 4.2 8.70 (71) 1.5 9.3 8.3 9.7 7.1 5 4 6 2 2 2.9 2.49 (37)

Avg

CL GI

-Avg

QQQQ QQQQ

Avg Avg

QQQ

-Avg

´ ´

QQQQQ

TCW Total Return Bond I TGLMX

CI CI GI IP

-Avg -Avg

QQQQ QQQQ QQQQ QQQQ QQQQ QQQQ

USAA Income USAIX

Œ Œ

Vanguard GNMA Inv VFIIX

Avg 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

— CI

High

´ „ ´ „ „ ´ „ Œ „ „ Œ

CI GI CL GL CS GS CS GS

High High +Avg

QQQ QQQ

-1.9 3.2 -4.6 -6.9

8.8 8.4 6.1 48 52 83 89 56 2.8 13.29 (61)

Avg Avg Avg Avg Avg Avg

QQQQ QQQQ QQQQ

0.0 1.1 2.3 3.5 3.4 66 77 55 39 29 0.5 1.30 (69)

Vanguard Short-Term Federal Inv VSGBX

-0.2 0.5 1.8 3.0 3.2 35 20 32 30 15 0.3 1.16 (76) 0.4 2.9 3.2 3.9 3.7 39 33 26 29 17 1.1 1.42 (31)

Vanguard Short-Term Investment-Grade Inv VFSTX Vanguard Short-Term Treasury Inv VFISX Vanguard Total Bond Market Index Adm VBTLX

1.3

QQQ QQQ

-0.1 0.2

2.3 2.8 22 38 51 56 32 0.1 0.96 (67)

CI CI CI

-0.9 0.9 4.5 5.5 4.7 75 85 75 66 46 1.6 2.80 (99) -0.8 2.6 6.3 7.2 5.2 73 57 26 19 29 1.9 2.61 (79) -0.1 4.3 6.8 8.4 6.1 31 30 19 7 6 2.3 2.68 (71)

QQQQ

Western Asset Core Bond I WATFX Western Asset Core Plus Bond I WACPX

-Avg

QQQQQ

Avg

High-Yield Bond

— 4.0 13.9 10.8 8.2 7.6 — — — — — — 7.2 (3) —

8.2

ˇ [QQ „ QQQ

American Funds American Hi Inc Tr A AHITX Eaton Vance Income Fund of Boston A EVIBX

3.7 13.9 10.4

8.0 55 51 72 69 51 4.1 6.66 (0)

Avg

3.9 12.6 11.1 9.0 8.8 46 76 49 44 22 4.1 5.89 (0)

-Avg

BarCap US Agg Bond TR USD

-0.9 0.9 4.6 5.5 4.7

Legend