2 / 5 Stars
2 2 4 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
U.S. News evaluated 50 Inflation-Protected Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 4.28 percent over the past year, and 6.16 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.7%|
|3 Years (Annualized)||6.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to maximize real return without assuming what the Adviser considers to be undue risk. The fund invests principally in Treasury Inflation Protected Securities ("TIPS") directly or by gaining indirect exposure to TIPS through derivatives transactions. It invests at least 80% of its net assets in fixed-income securities. The fund may invest up to 15% of its total assets in fixed-income securities rated BB or B or the equivalent by at least one national rating agency (or deemed by the Adviser to be of comparable credit quality), which are not investment grade ("junk bonds").
Fees are Low compared to funds in the same category.
AllianceBernstein Bond Inflation Strategy Fund has an expense ratio of 0.45 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.