valign=”middle”>Amer. Century Target Mat 2020 Inv
BTTTX |
12.44 |
12.23 |
12.71 |
2,500 |
800-345-2021 |
| Amer. Century Target Mat 2015 Inv |
BTFTX |
9.09 |
11.21 |
11.87 |
2,500 |
800-345-2021 |
| PIMCO Real Return A |
PRTNX |
8.71 |
11.02 |
10.85 |
5,000 |
888-877-4626 |
| PIMCO Long-Term U.S. Govt. A |
PFGAX |
6.83 |
9.33 |
10.49 |
5,000 |
888-877-4626 |
|
Intermediate Government
|
| American Century Inflat-Adj Bd Inv |
ACITX |
7.95 |
10.09 |
9.99 |
2,500 |
800-345-2021< /TD> |
| BlackRock Government Inc Inv A |
CCGAX |
3.92 |
6.73 |
8.52 |
500 |
800-441-7762 |
| Vanguard Interm-Term U.S. Treas |
VFITX |
3.40 |
6.51 |
8.18 |
3,000 |
800-662-7447 |
| PIMCO Total Return Mortgage D |
PTMDX |
4.53 |
5.76 |
7.70 |
5,000 |
888-877-4626 |
| Sentinel Government Securities A |
SEGSX |
4.69 |
6.01 |
7.48 |
1,000 |
800-282-3863 |
|
Short Government
|
| Amer Century Target Mat 2005 Inv |
BTFIX |
0.60 |
4.22 |
6.83 |
2,500 |
800-345-2021 |
| Mangrs Intermediate Duration Govt |
MGIDX |
3.95 |
5.30 |
6.72 |
2,000 |
800-835-3879 |
| Accessor Mortgage Securities Adv |
AMSFX |
3.87 |
4.65 |
6.52 |
5,000 |
800-882-9612 |
| Marshall Government Income Inv |
MRGIX |
4.24 |
5.15 |
6.38 |
1,000 |
800-236-8560 |
| WM U.S. Government Secs A |
CMPGX |
3.57 |
4.55 |
6.19 |
1,000 |
800-222-5852 |
|
Short-Term Bonds
|
| Ivy Mortgage Securities A |
IYMAX |
4.23 |
5.64 |
7.55 |
500 |
800-777-6472 |
| Phoenix-Goodwin S/TBdA |
NARAX |
4.81 |
7.12 |
7.26 |
500 |
800-243-4361 |
| Rainier Interm Fixed-Inc |
RIMFX |
2.29 |
5.12 |
6.55 |
25,000 |
800-248-6314 |
| Brown Advisor Intrm Inc A |
BIATX |
2.90 |
4.56 |
6.26 |
2,000 |
800-540-6807 |
| William Blair Income N |
WBRRX |
2.61 |
4.71 |
6.24 |
5,000 |
800-742-7272 |
|
Long-Term Bonds
|
| Delaware Extended Duration Bond A |
DEEAX |
10.03 |
12.69 |
11.73 |
1,000 |
800-362-7500 |
| Vanguard Long-Term Bond Index |
VBLTX |
8.40 |
9.36 |
10.53 |
3,000 |
800-662-7447 |
| Vanguard Long-Term Inv.-Grade Fund |
VWESX |
8.94 |
9.44 |
9.92 |
3,000 |
800-662-7447 |
| Delaware Corporate Bond A |
DGCAX |
7.07 |
10.19 |
9.59 |
1,000 |
800-362-7500 |
| Lebenthal Taxable Municipal Bond |
LTMBX |
5.53 |
7.95 |
9.58 |
2,500 |
800-221-5822 |
|
Muni National Interm. Bonds
|
| Harris Insight Tax-Exempt Bond N |
HXBAX |
3.20 |
6.58 |
7.88 |
1,000 |
800-982-8782 |
| Delaware Tax-Free USA Intermediate A |
DMUSX |
4.93 |
6.70 |
6.93 |
1,000 |
800-523-4640 |
| Old Westbury Municipal Bond |
OWMBX |
2.59 |
5.98 |
6.91 |
1,000 |
800-607-2200 |
| Victory National Municipal Bond A |
VNMAX |
3.24 |
5.54 |
6.75 |
500 |
800-539-3863 |
| American Funds Tax-Exempt Bond A |
AFTEX |
4.37 |
5.99 |
6.63 |
250 |
800-421-0180 |
|
High-Yield Bonds
|
| Pioneer High Yield A |
TAHYX |
6.75 |
11.13 |
12.56 |
1,000 |
800-225-6292 |
| Westcore Flexible Income |
WTLTX |
10.40 |
12.19 |
10.67 |
2,500 |
800-392-2673 |
| Calamos High Yield A |
CHYDX |
10.93 |
11.62 |
9.16 |
1,000 |
800-823-7386 |
| AFBA Five Star Hi-Yld A |
AFHAX |
8.14 |
9.85 |
N/A |
500 |
800-243-9865 |
| WM High Yield A |
CPHYX |
11.43 |
13.95 |
8.47 |
1,000 |
800-222-5852 |
Top five funds in 20 categories (single-share class, retail only — no equal access, no institutional, open to new investors)Data through 12/31/2004
*Fund closed at press time.
Source: Morningstar Inc.
Morningstar makes every effort to ensure the accuracy and completeness of this data, but cannot guarantee it.
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