(PUB) Morningstar FundInvestor

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Historical Performance

Historical Risk

Morningstar Rating vs.Category 5  Best

Total Return % 10-31-13

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

YTD 1 Yr

3 Yr

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

(R²)

High-Yield Bond (cont’d)

— 5.9 8.3 8.0 14.8 7.0 — — — — — — 6.7 (2) —

„ QQQ ´ QQQQ „ QQQQ Œ QQQQ ´ QQQQ „ [QQQ ´ QQQ „ QQQQ ´ QQQ

Eaton Vance Income Fund of Boston A EVIBX

6.2 8.8 8.4 16.0 8.0 34 35 34 31 30 4.6 5.97 (2)

-Avg High High

28.4 20.5 10.5

Fairholme Focused Income FOCIX Fidelity Capital & Income FAGIX

— — 1 1 3 — — — 14.15 (10)

7.3 10.4 7.8 17.7 9.3

18 14 59 5 1 4.4 8.49 (0)

Fidelity High Income SPHIX Janus High-Yield T JAHYX

5.6 7.6 8.1 15.8 8.2 52 61 48 37 21 4.8 7.04 (2) 6.1 8.7 8.3 15.3 7.9 37 37 39 51 34 5.7 6.61 (2)

Avg Avg Avg Avg

7.2 15.2 8.2 36 51 81 53 23 6.3 6.87 (0)

Metropolitan West High Yield Bond M MWHYX

6.1 8.0

4.7 7.1 7.5 15.0

PIMCO High Yield D PHYDX T. Rowe Price High-Yield PRHYX

7.4 78 74 73 63 55 4.3 6.67 (2)

7.8 10.3 8.9 16.1 8.3 13 14 20 28 17 5.2 7.26 (1)

+Avg -Avg

3.9 6.0

7.1

Vanguard High-Yield Corporate Inv VWEHX

8.2 15.1

92 88 41 55 67 4.5 6.07 (8)

Specialty Bond

— 2.9 4.5 4.6 10.2 5.5 — — — — — — — (4.6) —

QQQ

American Funds Capital World Bond A CWBFX

— IB

-1.9 -1.6 2.1 7.1 5.5 48 53 50 48 34 2.1 5.73 (28) 16.6 18.5 7.0 12.7 6.2 73 74 87 80 64 — 9.63 (88) 3.6 4.6 5.2 10.2 4.1 76 80 68 44 55 3.3 3.38 (1) 3.2 4.2 4.3 8.4 4.5 93 91 92 87 25 2.9 3.30 (0)

Avg

ˇ

QQ

Calamos Convertible A CCVIX

CV BL BL EB

-Avg Low Low -Avg Avg Low +Avg

Œ

QQQ

Eaton Vance Floating Rate A EVBLX Fidelity Floating Rate High Income FFRHX Fidelity New Markets Income FNMIX

´ „ „ „ Œ „ „ „ ´ ˇ „ Œ Œ Œ

QQQQ QQQQ QQQQ

9.7

-4.8 -1.9 6.1 16.5

34 29 4 13 12 5.0 7.78 (24)

Fidelity Strategic Income FSICX

MU

0.7 2.5 5.0 11.7 7.2 56 50 64 42 19 3.5 4.81 (19)

2.6 3.2

NT ]QQ

FPA New Income FPNIX

0.8 1.0 1.8

42 55 63 100 100 3.4 0.63 (42)

QQQQ

Loomis Sayles Bond Retail LSBRX

MU

5.1 7.5 7.7 15.6 8.2 15 16 16 9 6 3.2 6.95 (6) -1.8 -1.5 2.4 9.3 5.5 45 52 40 22 37 1.7 6.46 (16) -7.0 -3.9 1.7 12.0 — 83 79 75 72 — 4.4 12.91 (10)

QQQ

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 PIMCO Unconstrained Bond D PUBDX T. Rowe Price International Bond RPIBX T. Rowe Price Spectrum Income RPSIX Templeton Global Bond A TPINX Vanguard Convertible Securities Inv VCVSX American Century IntermTrm Tx-Fr Bd Inv TWTIX American Funds Tax-Exempt Bond A AFTEX Baird Intermediate Muni Bd Inst BMBIX Fidelity Advisor® Ltd Term Muni Inc FSTFX Fidelity Intermediate Municipal Income FLTMX 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 PIMCO Income D PONDX Municipal Bond National Fidelity Municipal Income FHIGX Fidelity Municipal Income 2015 FMLCX Fidelity Tax-Free Bond FTABX

— IB

Avg

QQ

EB

+Avg

-4.5 -5.9

QQQQ

IB

1.8 9.9 — 86 96 57 14 — 2.1 7.71 (24)

+Avg -Avg

IB [QQQQ MU [QQQQ

0.1 1.6 5.1 9.3 5.9 18 15 7 22 19 2.0 3.44 (53) 10.3 14.7 — 19 15 2 13 — 4.0 4.44 (18) -1.7 -1.5 1.8 5.4 — 78 82 60 86 — 1.0 2.36 (25) 4.5 7.6

Avg

NT [QQ

-Avg +Avg

1.1

QQQ QQQ

IB

-2.2 -2.2

6.2 4.8 53 62 69 65 56 1.8 7.88 (13)

MU

3.0 4.1 5.8 9.8 6.4 29 33 40 80 48 3.0 4.91 (10)

Avg

QQQQ QQQQ

IB

1.2 3.9 5.0 10.2 9.3

7 4 8 11 1 2.3 9.26 (3) 8.3 62 62 50 23 7 2.3 10.07 (89)

High

17.2 20.3

9.6 16.6

CV

Avg

— -2.7 -2.3 2.9 5.6 3.3 — — — — — — 4.3 (85) —

´ ˇ

QQQ

MI MI

-1.6 -1.5 3.1 5.4 3.9 49 54 49 54 34 2.2 3.80 (98) -2.4 -1.8 4.0 6.5 4.1 71 65 11 15 16 2.9 4.69 (98) -0.6 -0.5 2.8 5.0 4.0 11 15 62 66 26 2.1 3.33 (90) 0.2 0.3 1.9 3.2 2.9 50 38 30 30 23 0.9 1.53 (85) -1.1 -0.8 3.0 5.0 4.0 24 22 51 67 29 2.1 3.16 (98) -2.6 -2.0 3.7 6.3 4.4 12 8 28 49 17 3.2 4.66 (99) 0.6 0.7 — — — 11 8 — — — 0.4 — (—) -2.5 -1.8 3.9 6.5 4.6 10 5 20 40 6 3.2 4.74 (99) -4.0 -3.4 3.7 6.5 4.5 61 54 29 38 12 3.6 5.44 (98)

Avg

QQQQ

+Avg -Avg

QQQ

— MI

Œ Œ Œ

QQQQ QQQQ QQQQ

MS

Avg

MI

-Avg

ML

Low

— MS NR

Œ

QQQQ QQQQ

ML

-Avg

— ML — HM

Avg Avg Avg Avg

-5.8 -5.3

QQQ

3.5 8.0 4.7 71 76 63 40 12 4.4 6.30 (94)

4.7 8.7 4.7

Œ

QQQQ QQQQ QQQQ

HM

-4.1 -3.1

15 14 14 13 11 4.5 5.93 (88)

— ML — MS — MI

-3.2 -2.8 3.4 6.5 4.3 28 33 48 41 22 3.2 5.08 (97)

0.8

0.5 2.1 3.7 3.0

8 20 24 19 16 0.7 1.70 (81)

+Avg

QQQQQ QQQQQ

-0.8 0.0 4.3 7.0 4.4 15 7 5 8 4 2.7 3.87 (98) -2.7 -2.1 4.0 7.3 4.5 78 72 10 6 3 3.7 5.07 (97)

Avg

„ „ „ „ „ ´

MI

High

QQQQ QQQQ

MI ML MS MS

-1.2 -1.0 3.5 5.5 4.1 30 29 26 44 25 2.4 4.00 (99)

Avg

-2.5 -2.1 3.7 6.3 4.3

9 9 29 48 25 3.4 4.95 (99)

-Avg

QQQ

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

0.6 0.6 1.7 3.0 2.7 16 15 38 38 27 0.8 1.37 (81)

Avg

0.9 1.6 2.1

QQ

0.5 0.5

27 21 75 81 72 0.4 0.48 (76)

-Avg -Avg

0.8

MS [QQQQ

Wells Fargo Advantage S/T Muni Bd Inv STSMX

0.6

1.9 3.7 3.2 13 7 30 22 13 0.8 0.71 (62)

BofAML US HY Master II TR BarCap Municipal TR USD

6.3 8.8 8.9 18.0 8.8 -2.1 -1.7 3.6 6.4 4.5

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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