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 BlackRock US Mortgage Portfolio (MSUMX)

Performance (1-yr.): 5.39% Expenses: 0.68%
Performance (1-mo.): 0.99% Total Assets: $253.44M
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#2 Lord Abbett Short Duration Income Fund (LALDX)

Performance (1-yr.): 5.01% Expenses: 0.59%
Performance (1-mo.): 0.51% Total Assets: $32.05B
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#3 Thompson Bond Fund (THOPX)

Performance (1-yr.): 7.98% Expenses: 0.78%
Performance (1-mo.): 0.84% Total Assets: $1.84B
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#4 Thornburg Limited Term Income Fund (THIFX)

Performance (1-yr.): 5.64% Expenses: 0.93%
Performance (1-mo.): 0.56% Total Assets: $3.1B
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#5 Metropolitan West Low Duration Bond Fund (MWLDX)

Performance (1-yr.): 5.74% Expenses: 0.58%
Performance (1-mo.): 0.46% Total Assets: $1.92B
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#6 Baird Short-Term Bond Fund (BSBIX)

Performance (1-yr.): 3.03% Expenses: 0.30%
Performance (1-mo.): 0.27% Total Assets: $1.46B
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#7 PIMCO Low Duration III Fund (PLDIX)

Performance (1-yr.): 4.32% Expenses: 0.50%
Performance (1-mo.): 0.42% Total Assets: $277.31M
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#8 PIMCO Low Duration II Fund (PLDTX)

Performance (1-yr.): 2.75% Expenses: 0.50%
Performance (1-mo.): 0.24% Total Assets: $731.41M
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#9 Virtus Multi Sector Short Term Bond Fund (NARAX)

Performance (1-yr.): 6.79% Expenses: 1.01%
Performance (1-mo.): 0.91% Total Assets: $8.34B
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#10 TIAA-CREF Short Term Bond Fund (TISIX)

Performance (1-yr.): 2.81% Expenses: 0.30%
Performance (1-mo.): 0.33% Total Assets: $1.25B
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Top Performing Short-Term Bond Funds as of 05.03.2013

Permanent Portfolio Versatile Bond Portfolio (PRVBX)

Total Return: 1.49%

Azzad Wise Capital Fund (WISEX)

Total Return: 1.26%

BlackRock US Mortgage Portfolio (MSUMX)

Total Return: 0.99%

Permanent Portfolio Versatile Bond Portfolio (PRVBX)

Total Return: 8.26%

Thompson Bond Fund (THOPX)

Total Return: 7.98%

Virtus Multi Sector Short Term Bond Fund (NARAX)

Total Return: 6.79%

BlackRock US Mortgage Portfolio (MSUMX)

Total Return: 7.41%

Virtus Multi Sector Short Term Bond Fund (NARAX)

Total Return: 6.41%

Thompson Bond Fund (THOPX)

Total Return: 5.93%

* annualized