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February 07, 2008 12:00 AM

Bond funds most used by DC plans: five-year return

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    Bond funds most used by DC plans: five-year return
    FundReturn
    Fidelity Advisor High Income Advantage15.28%
    Fidelity Capital & Income14.06%
    Loomis Sayles Strategic Income13.94%
    Pioneer High Yield12.76%
    Loomis Sayles Bond12.61%
    BlackRock High Income11.56%
    Goldman Sachs High Yield11.53%
    American Funds High Income10.80%
    Fidelity High Income10.35%
    PIMCO High Yield9.97%
    Federated High Income9.82%
    T. Rowe Price High Yield9.62%
    Oppenheimer Strategic Income9.48%
    Federated Strategic Income9.41%
    Lord Abbett Debenture8.95%
    Fidelity Strategic Income8.83%
    Fidelity Advisor Strategic Income8.59%
    Oppenheimer Champion Income8.56%
    American Funds Capital World8.48%
    Delaware Diversified Income7.75%
    Vanguard High Yield Corporate7.62%
    MetWest Total Return-Inst'l7.25%
    MetWest Total Return-Ret.7.02%
    Federated Bond6.46%
    Calvert Income6.39%
    PIMCO Real Return6.36%
    Vanguard Inflation Protected-Inv.6.10%
    American Funds Bond5.79%
    Pioneer Bond5.76%
    Vanguard Long-term Treasury-Inv.5.44%
    Fidelity Inflation Protected5.43%
    Vanguard Long Invest. Grade-Inv.5.37%
    PIMCO Total Return III5.33%
    PIMCO Total Return5.31%
    PIMCO Long-term U.S. Government5.21%
    MFS Bond5.10%
    Goldman Sachs Core4.99%
    Hartford Total Return HLS4.86%
    Fidelity Floating Rate High Income4.83%
    T. Rowe Price New Income4.70%
    Dreyfus Intermediate-term Income4.67%
    PIMCO Total Return II4.67%
    Fidelity Total4.61%
    PIMCO Moderate Duration4.56%
    Wells Fargo Total Return4.52%
    Vanguard Total Bond Mkt. Index-Inst'l4.48%
    Vanguard Inst'l Total Bond Mkt. Index4.44%
    Federated Total Return4.38%
    Vanguard Ttl. Bond Mkt. Index-Signal4.37%
    American Century Diversified4.35%
    Vanguard Total Bond Market Index4.35%
    Goldman Sachs Government Income4.33%
    MFS Research Bond4.33%
    JPMorgan Core4.31%
    Wells Fargo Total Return-Admin.4.30%
    Fidelity U.S. Bond Index4.25%
    Vanguard GNMA-Inv.4.25%
    BlackRock Total Return II4.23%
    GE Institutional Income4.22%
    Vantagepoint Core Bond Index4.21%
    Oppenheimer Core Bond4.20%
    MetWest Low Duration-Ret.4.11%
    Evergreen Core-I4.07%
    Pioneer Tax-free Income4.07%
    Fidelity Ginnie Mae3.98%
    Fidelity Government Income3.92%
    Evergreen U.S. Government3.89%
    Fidelity Investment Grade3.87%
    Federated U.S. Gov't Securities3.86%
    Vanguard Short Invest. Grade-Inv.3.86%
    PIMCO Low Duration3.69%
    Federated GNMA3.67%
    Franklin U.S. Government3.67%
    Federated Gov't Income Securities3.66%
    Marshall Intermediate3.64%
    Fidelity Advisor Government Income3.63%
    Fidelity Intermediate3.62%
    JPMorgan Bond3.52%
    MFS Government Securities3.52%
    Oppenheimer U.S. Government3.48%
    Fidelity Intermed. Government Income3.44%
    American Funds U.S. Government3.40%
    Federated U.S. Gov't 2-5 Years3.40%
    Goldman Sachs Short Duration Gov't3.33%
    Fidelity Advisor Intermediate3.27%
    PIMCO Short Term3.22%
    American Funds Intermediate3.09%
    American Funds Limited Term Tax Exempt3.09%
    Wells Fargo Short Duration Gov't-Admin.3.08%
    Wells Fargo Intermed. Gov't-Admin.3.07%
    Prudential Dryden Gov't Income3.07%
    Fidelity Inst'l Short-Intermed. Gov't3.04%
    BlackRock Bond2.78%
    Wells Fargo Stable Income-Admin.2.77%
    Fidelity Short Term2.76%
    BlackRock Government Income2.70%
    Oppenheimer Limited-Term Gov't2.52%
    Fidelity Ultra Short1.14%
    Source: Morningstar Inc.

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