Long-Term Bond

Long-term bond portfolios invest primarily in corporate and other investment-grade U.S. fixed-income issues and have durations of more than six years (or, if duration is unavailable, average effective maturities greater than 10 years). Due to their long durations, these portfolios are exposed to greater interest rate risk. Morningstar®

Advisory Research Strategic Income Fund (ADVNX)

Performance (1-yr.): 2.40% Expenses: 0.93%
Performance (1-mo.): 1.87% Total Assets: $103.26M
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Archer Income Fund (ARINX)

Performance (1-yr.): 0.80% Expenses: 1.26%
Performance (1-mo.): 1.19% Total Assets: $6.66M
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BlackRock CoRI 2021 Fund (BCYAX)

Performance (1-yr.): Expenses: 0.83%
Performance (1-mo.): 1.00% Total Assets: $10.1M
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BlackRock CoRI 2023 Fund (BCZAX)

Performance (1-yr.): Expenses: 0.83%
Performance (1-mo.): 1.00% Total Assets: $10.1M
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Brown Advisory Tactical Bond Fund (BATBX)

Performance (1-yr.): 0.49% Expenses: 1.31%
Performance (1-mo.): 0.71% Total Assets: $24.29M
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JPMorgan Corporate Bond Fund (CBRAX)

Performance (1-yr.): Expenses: 0.75%
Performance (1-mo.): 1.30% Total Assets: $643.97M
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Schroder Broad Tax-Aware Value Bond Fund (STWTX)

Performance (1-yr.): 1.11% Expenses: 0.46%
Performance (1-mo.): 1.85% Total Assets: $90.97M
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SEI Institutional Investments Trust Long Duration Corporate Bond Fund (SLDAX)

Performance (1-yr.): 0.70% Expenses: 0.14%
Performance (1-mo.): 1.79% Total Assets: $2.68B
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SEI Institutional Investments Trust Long Duration Fund (LDRAX)

Performance (1-yr.): 1.38% Expenses: 0.15%
Performance (1-mo.): 1.40% Total Assets: $3.84B
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Virtus Disciplined Select Bond Fund (VDBAX)

Performance (1-yr.): 2.53% Expenses: 1.61%
Performance (1-mo.): 0.32% Total Assets: $1.05M
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Top Performing Long-Term Bond Funds As of 03.05.2014

BlackRock Investment Grade Bond (BLADX)

Total Return: 9.04%

SEI Institutional Investments Trust Long Duration Fund (LDRAX)

Total Return: 8.94%

Dupree Taxable Municipal Bond Fund (DUTMX)

Total Return: 8.70%

* Annualized