(PUB) Morningstar FundInvestor

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 08-31-13

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)

— -3.9 -3.5 2.4 4.3 4.0 — — — — — — 4.3 (53) —

´ ´

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

-4.1 -3.2 3.1 5.4 5.3 95 91 52 57 23 — 3.29 (79) -3.3 -3.2 2.0 4.5 4.4 59 46 26 28 21 1.5 2.40 (74) -2.4 -0.9 4.1 6.0 5.2 32 31 22 37 27 3.0 2.89 (91)

+Avg

Avg Avg

— CI

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

-1.3 0.3 4.0 6.7 5.2

9 14 23 21 26 2.2 2.74 (42)

-Avg

7.0

QQQQQ

-0.9 0.9

— — 6 9 1 — — 4.4 2.75 (54)

Avg

Œ Œ

QQQQ QQQQ

Fidelity GNMA Fund FGMNX

-3.2 -3.2 2.4 5.0 4.8 54 46 12 15 10 2.1 2.54 (83) -3.0 -3.0 1.8 4.2 4.5 38 36 35 37 19 1.5 2.87 (90) -1.8 -0.9 2.8 5.4 4.3 14 31 61 58 64 2.0 2.41 (87) -3.0 -2.1 3.6 5.6 4.5 55 61 34 49 55 2.4 2.90 (93) -2.8 -2.2 2.7 5.1 3.9 47 66 66 64 78 2.2 2.21 (84) -3.1 -3.0 2.3 4.6 4.5 63 86 77 77 60 2.0 2.85 (99) -2.7 -1.7 3.8 6.3 5.3 41 50 29 30 25 2.8 2.89 (83) -3.3 -1.4 2.8 6.3 5.8 70 42 60 29 13 1.4 3.64 (47) -9.0 -7.5 3.2 4.3 — 82 65 39 12 — -0.1 5.93 (64) -1.8 -0.5 4.0 7.1 5.8 17 24 24 16 13 2.4 2.80 (76)

Avg

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

+Avg -Avg

´ „ „ ´ Œ Œ Œ „

QQQ QQQ

Avg Low Avg Avg

CI ]QQQ

Fidelity Mortgage Secs FMSFX

QQQ

Fidelity Spartan US Bond Idx Investor FBIDX

QQQQ QQQQ QQQQ

Fidelity Total Bond FTBFX Harbor Bond Instl HABDX

+Avg +Avg

Harbor Real Return Instl HARRX Janus Flexible Bond T JAFIX

CI ]QQQQQ

Avg

7.5

QQQQ

Loomis Sayles Investment Grade Bond A LIGRX

-2.5 0.9 5.4 7.6

36 8 6 8 1 3.2 5.50 (22)

High High +Avg

QQQQQ

Managers Bond Service MGFIX Managers PIMCO Bond MBDFX

-1.6 1.9 5.6 7.7 6.5 12 5 5 8 3 2.8 4.38 (37) -3.5 -1.9 2.9 6.4 5.8 84 57 57 28 14 0.9 3.46 (57) -1.4 1.4 5.1 8.5 6.9 10 6 9 3 2 2.7 2.90 (63)

Œ Œ

QQQQ

QQQQQ

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

Avg

1.0 4.7

ˇ „ Œ Œ Œ Œ „ ´ ´ „ „ ´ ´ „ „ ´ „ „ Œ „ „ Œ „ „ Œ Œ

CI [QQQ

3.4 7.4 — 3 2 39 12 — 1.1 4.15 (6)

High

9.6

QQQQQ

PIMCO Investment Grade Corp Bd Instl PIGIX

-3.6 -0.2 6.0

7.4 85 19 3 1 1 3.2 5.17 (48)

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

QQQQ QQQQ QQQQ

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

-1.6 -0.5 2.1 4.0 3.7 88 75 32 23 22 0.6 2.29 (29) -9.2 -7.8 3.2 4.4 5.4 91 79 34 7 11 1.8 6.13 (64)

2.5

-0.2 0.5 1.1 2.1

78 49 42 29 18 0.7 0.95 (6)

CI [QQQQ

-3.6 -1.6 3.4 6.9 6.2 86 47 39 17 6 2.1 3.91 (50)

QQQQQ

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

-1.8 -0.1 5.5 9.6 7.3 16 18 6 1 1 0.6 2.95 (44) -3.7 -1.5 4.5 7.1 5.8 40 37 76 82 70 3.4 4.87 (63) -3.2 -3.3 2.1 4.4 4.3 55 51 24 32 24 1.9 2.34 (74) -3.5 -2.5 2.6 5.3 5.0 81 74 69 58 34 2.3 2.93 (87) -0.4 0.0 1.4 2.9 3.2 55 62 62 58 42 0.8 1.03 (31) -1.5 0.2 4.0 6.4 5.4 11 15 23 26 20 3.0 2.65 (81) -3.3 -3.4 2.2 4.7 4.7 61 59 21 23 12 2.1 2.51 (75) -8.4 -7.4 3.4 3.8 5.1 64 63 14 37 26 -0.1 5.68 (68) -4.4 -3.6 3.4 6.5 5.7 97 95 39 25 14 2.8 4.53 (95) -3.1 -1.4 4.1 6.8 5.5 63 42 22 19 19 2.9 4.06 (71) -3.4 -3.6 2.0 4.5 4.8 66 66 24 28 8 1.4 3.75 (87) -7.5 -7.0 4.8 8.8 6.7 85 88 70 61 59 4.8 8.75 (73) -0.8 2.9 5.9 9.1 7.0 6 3 3 2 2 3.5 2.83 (41)

CL GI

QQQQ QQQQ

QQQ

QQQQQ

TCW Total Return Bond I TGLMX

CI CI GI IP

Avg

QQQQ QQQQ

USAA Income USAIX

-Avg

Vanguard GNMA Inv VFIIX

Avg

QQQ

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

+Avg High +Avg High +Avg

QQQQ QQQQ QQQQ

— CI

CI GI CL GL CS GS CS GS

QQQ QQQ

-10.6 -13.4

2.5 6.2 6.4 44 48 69 90 71 3.4 12.81 (60)

Avg Avg Avg Avg Avg Avg Avg Avg

QQQQ QQQQ QQQQ

-0.5 -0.2 1.4 3.1 3.5 61 68 61 50 28 0.8 1.27 (69)

Vanguard Short-Term Federal Inv VSGBX

-0.8 -0.7 1.0 2.7 3.2 48 30 25 25 17 0.6 1.15 (77) -0.3 0.7 2.2 3.7 3.7 51 41 30 31 21 1.5 1.46 (34)

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

0.7 2.0

QQQ QQQ

-0.4 -0.4

2.9 20 11 43 58 36 0.3 0.92 (64)

CI CI CI

-2.9 -2.7 2.4 4.9 4.8 51 79 73 72 44 2.1 2.86 (99) -3.2 -2.1 3.9 7.5 5.3 66 63 27 10 24 2.3 2.77 (79) -2.6 -1.2 4.3 8.3 6.2 40 36 19 5 6 2.6 2.91 (73)

QQQQ

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

QQQQQ

High-Yield Bond

— 2.6 7.2 8.8 8.7 7.2 — — — — — — 6.8 (2) —

8.8

ˇ [QQ „ QQQ

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

2.5 7.4 8.5

7.6 43 38 61 61 48 5.3 6.81 (0)

Avg

2.7 7.0 9.1 9.5 8.2 36 48 38 38 23 4.7 6.10 (1)

-Avg

BarCap US Agg Bond TR USD

-2.8 -2.5 2.6 4.9 4.8

Legend