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Fund Name Morningstar
Category
Morningstar
Rating
YTD
Return
( % )
Expense
Ratio
( % )
Total
Assets
($ mil)
Allegiant Government MortIntermediate Govern6.040.84168
Allegiant Government MortIntermediate Govern6.180.63168
Allegiant Intermediate BoIntermediate-Term B8.800.56381
Allegiant Limited MaturitShort-Term Bond5.650.76160
Allegiant Limited MaturitShort-Term Bond5.800.53160
Allegiant Ultra Short BonUltrashort Bond2.500.62223
Allegiant Ultra Short BonUltrashort Bond2.840.40223
American Century DiversifIntermediate-Term B6.990.872,936
American Century DiversifIntermediate-Term B7.220.622,936
American Century Ginnie MIntermediate Govern5.970.781,584
American Century Ginnie MIntermediate Govern6.190.531,584
American Century GovernmeIntermediate Govern3.260.741,156
American Century GovernmeIntermediate Govern3.470.491,156
American Century NT DiverIntermediate-Term B7.480.42401
American Century Target MIntermediate Govern0.480.57207
Baird Core Plus Bond InvIntermediate-Term B14.260.55244
BlackRock GNMA Inv A LoadIntermediate Govern5.900.891,363
BlackRock GNMA SvcIntermediate Govern5.960.751,363
BNY Mellon Bond InvIntermediate-Term B6.710.801,389
BNY Mellon Bond MIntermediate-Term B6.860.551,389
Brown Advisory IntermediaIntermediate-Term B5.930.63285
Calvert Ultra-Short IncomUltrashort Bond6.660.89112
Columbia Short Term Bond Short-Term Bond9.260.482,136
Columbia Strategic IncomeMultisector Bond17.410.952,110
Columbia Strategic IncomeMultisector Bond17.660.732,110
Taxable Bond Avg 17.251.042,170
S&P 500 18.09
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Ratings and total assets through month-end. YTD through previous close.
  Search Criteria Review   Conservative Bond Funds    
      Fund Group   equal to   Taxable Bond
      Manager Tenure   greater than or equal to   3 years
      Minimum Initial Purchase   less than or equal to   $ 10000
      No-load funds only    
      Expense Ratio   less than or equal to   1.00 %
      Star Rating   equal to   4 or 5
      Morningstar Risk   better than or equal to   Average
      Average Credit Quality   above or equal to   A
      Duration   less than or equal to   5 years
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