Short-Term Bond

Short-term bond portfolios invest primarily in corporate and other investment-grade U.S. fixed-income issues and have durations of one to 3.5 years (or, if duration is unavailable, average effective maturities of one to four years). These portfolios are attractive to fairly conservative investors, because they are less sensitive to interest rates than portfolios with longer durations. Morningstar®

#1 Frost Total Return Bond Fund (FATRX)

Performance (1-yr.): 6.80% Expenses: 0.74%
Performance (1-mo.): 0.48% Total Assets: $1.2B
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#2 Thompson Bond Fund (THOPX)

Performance (1-yr.): 5.98% Expenses: 0.74%
Performance (1-mo.): 0.25% Total Assets: $3.37B
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#3 Federated Short-Intermediate Total Return Bond Fund (FGCIX)

Performance (1-yr.): 5.54% Expenses: 0.36%
Performance (1-mo.): 0.30% Total Assets: $235.14M
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#4 Thornburg Limited Term Income Fund (THIFX)

Performance (1-yr.): 4.40% Expenses: 0.88%
Performance (1-mo.): 0.10% Total Assets: $3.04B
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#5 Baird Short-Term Bond Fund (BSBIX)

Performance (1-yr.): 2.49% Expenses: 0.30%
Performance (1-mo.): 0.04% Total Assets: $2.19B
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#5 Lord Abbett Short Duration Income Fund (LALDX)

Performance (1-yr.): 3.86% Expenses: 0.58%
Performance (1-mo.): 0.31% Total Assets: $35.95B
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#5 Vanguard Short Term Investment Grade Fund (VFSTX)

Performance (1-yr.): 3.19% Expenses: 0.20%
Performance (1-mo.): 0.06% Total Assets: $49.17B
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#8 Metropolitan West Low Duration Bond Fund (MWLDX)

Performance (1-yr.): 2.42% Expenses: 0.57%
Performance (1-mo.): 0.12% Total Assets: $3.49B
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#9 PIMCO Low Duration II Fund (PLDTX)

Performance (1-yr.): 2.64% Expenses: 0.50%
Performance (1-mo.): 0.10% Total Assets: $665.43M
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#10 Homestead Funds Short Term Bond Fund (HOSBX)

Performance (1-yr.): 2.01% Expenses: 0.74%
Performance (1-mo.): 0.07% Total Assets: $557.46M
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Top Performing Short-Term Bond Funds As of 07.03.2014

Asset Management Fund Intermediate Mortgage Fund (ASCPX)

Total Return: 0.84%

Anfield Universal Fixed Income Fund (AFLEX)

Total Return: 0.52%

DFA Short-Duration Real Return Portfolio (DFAIX)

Total Return: 0.49%

Leader Short Term Bond Fund (LCCMX)

Total Return: 6.88%

Frost Total Return Bond Fund (FATRX)

Total Return: 6.80%

BlackRock US Mortgage Portfolio (BMPAX)

Total Return: 6.38%

Frost Total Return Bond Fund (FATRX)

Total Return: 6.18%

Thompson Bond Fund (THOPX)

Total Return: 5.01%

BlackRock US Mortgage Portfolio (BMPAX)

Total Return: 4.91%

* Annualized