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®

#11 Federated Short-Intermediate Total Return Bond Fund (FGCIX)

Performance (1-yr.): 1.40% Expenses: 0.36%
Performance (1-mo.): 0.34% Total Assets: $154.39M
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#12 Cavanal Hill Funds Short-Term Income Fund (APSTX)

Performance (1-yr.): 0.67% Expenses: 0.66%
Performance (1-mo.): 0.13% Total Assets: $156.08M
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#13 Leader Short Term Bond Fund (LCCMX)

Performance (1-yr.): 5.32% Expenses: 1.49%
Performance (1-mo.): 0.40% Total Assets: $1.0B
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#13 PIMCO Low Duration II Fund (PLDTX)

Performance (1-yr.): 0.19% Expenses: 0.50%
Performance (1-mo.): 0.48% Total Assets: $687.36M
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#15 JPMorgan Limited Duration Bond Fund (ONUAX)

Performance (1-yr.): 1.79% Expenses: 0.73%
Performance (1-mo.): 0.03% Total Assets: $817.26M
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#16 Metropolitan West Low Duration Bond Fund (MWLDX)

Performance (1-yr.): 1.44% Expenses: 0.57%
Performance (1-mo.): 0.02% Total Assets: $3.61B
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#17 Permanent Portfolio Versatile Bond Portfolio (PRVBX)

Performance (1-yr.): 3.69% Expenses: 0.82%
Performance (1-mo.): 0.39% Total Assets: $15.08M
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#18 Virtus Low Duration Income Fund (HIMZX)

Performance (1-yr.): 1.44% Expenses: 1.16%
Performance (1-mo.): 0.11% Total Assets: $132.5M
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#19 DFA Short-Term Extended Quality Portfolio (DFEQX)

Performance (1-yr.): 0.72% Expenses: 0.22%
Performance (1-mo.): 0.24% Total Assets: $3.37B
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#19 Weitz Short-Intermediate Income Fund (WEFIX)

Performance (1-yr.): 0.56% Expenses: 0.63%
Performance (1-mo.): 0.16% Total Assets: $1.54B
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Top Performing Short-Term Bond Funds As of 04.22.2014

BlackRock CoRI 2017 Fund (BCWAX)

Total Return: 0.50%

Leader Short Term Bond Fund (LCCMX)

Total Return: 0.40%

Permanent Portfolio Versatile Bond Portfolio (PRVBX)

Total Return: 0.39%

Leader Short Term Bond Fund (LCCMX)

Total Return: 5.32%

Kinetics Alternative Income Fund (KWIAX)

Total Return: 3.80%

Permanent Portfolio Versatile Bond Portfolio (PRVBX)

Total Return: 3.69%

Thompson Bond Fund (THOPX)

Total Return: 5.09%

BlackRock US Mortgage Portfolio (MSUMX)

Total Return: 4.83%

Virtus Multi Sector Short Term Bond Fund (NARAX)

Total Return: 4.35%

* Annualized