Course Correction

With fears of an economic about-face, how can you keep your fund portfolio on the right track?

valign=”middle”>Wasatch-Hoisington U.S. Treasury WHOSX -10.65 1.93 6.77 2,000 800-551-1700 PIMCO Long-Term U.S. Gov’t In PGOVX -7.18 1.35 6.70 5,000,000 800-927-4648

INTERMEDIATE GOVERNMENT

American Cen. Target Mat 2010 Inv BTTNX -2.10 0.48 5.85 2,500 800-345-2021 Huntington Mtg Sec Tr HMTGX 0.97 4.03 5.44 1,000 800-253-0412 DFA Intermediate Govt F/I DFIGX -2.22 0.75 5.42 2,000,000 310-395-8005 BlackRock Govt Inc Inv A CCGAX -2.03 1.27 5.37 1,000 800-441-7762 PIMCO Total Return Mortgage Inst PTRIX 0.33 3.09 5.28 5,000,000 800-927-4648

SHORT-TERM GOVERNMENT

Federated Mortgage Inst FGFIX 0.14 2.44 4.43 100,000 800-341-7400 Analytic S/T Gov Inc Inst ANSTX 1.80 2.64 4.42 2,500 866-777-7818 Managers Interm Dur Govt MGIDX -0.16 2.25 4.37 2,000 800-548-4539 Marshall Govt Inc Inv MRGIX 0.46 3.07 4.35 1,000 800-236-3863 Allegiant Govt Mortgage I AUSIX -0.02 2.32 4.08 0 800-622-3863

LONG-TERM CORPORATE BOND

Loomis Sayles Invm Gr F/I LSIGX 3.52 6.66 11.02 3,000,000 888-226-9699 Delaware Extended Duration Bond A DEEAX -6.70 3.40 8.44 1,000 800-362-7500 Croft-Leominster Income CLINX 0.75 4.30 6.69 2,000 800-551-0990 Vanguard Long-Term Bond Index VBLTX -6.79 1.91 6.61 3,000 800-997-2798 Vanguard Long-Term Invest.-Grade VWESX -7.70 1.96 6.61 3,000 800-997-2798

SHORT-TERM BOND

Phoenix Multi-Sector S/T Bd A NARAX 1.58 3.23 5.33 500 800-243-4361 Thompson Plumb Bond THOPX 0.95 2.85 4.94 2,500 800-999-0887 BlackRock Interm Bd Instl PNBIX 0.18 1.49 4.73 2,000,000 800-441-7762 Ivy Mortgage Securities A IYMAX 0.17 2.32 4.55 500 800-777-6472 Diversified Short HorInstl DISHX 1.94 3.52 4.39 5,000 800-755-5801

HIGH-YIELD BOND

Loomis Sayles Instl Hilnc LSHIX 8.99 14.11 13.22 3,000,000 888-226-9699 Fidelity Real Est H/I F0000U* 6.40 11.25 12.32 2,000,000 800-544-8888 Delaware Pooled High-Yield DPHYX 5.58 11.00 11.82 1,000,000 800-231-8002 WM High Yield A CPHYX 10.66 10.76 11.25 1,000 800-222-5852 VALIC II High Yield Bond F06PMT* 9.94 13.28 11.10 0 800-448-2542

MUNI NATIONAL INTERMEIDATE

Phoenix Ins Tax-Ex Bond Instl HXBIX 0.83 2.62 5.26 100,000 800-243-1574 Evergreen Intm Muni Bd Instl ESTIX -0.25 2.90 5.13 1,000,000 800-343-2898 Delaware Tax-Free USA Interm. A DMUSX 0.58 3.32 5.11 1,000 800-523-1918 Elfun Tax-Exempt Income ELFTX 1.02 3.17 4.98 500 800-242-0134 Vanguard Hi-Yld T/E VWAHX 1.77 4.03 4.93 GN=”MIDDLE”>3,000 800-997-2798

Source: Morningstar inc. Morningstar makes every effort to ensure the accuracy and completeness of this data, but cannot guarantee it.
Top funds in each category, ranked by FIVE-year returns. open to the public. returns through june 30, 2006.
*Identifiers assigned by morningstar for funds with no exchange-assigned tickers.
Top funds in each category, ranked by FIVE-year returns. open to the public. returns through june 30, 2006.

 

 

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