2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
U.S. News evaluated 51 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 -3.32 percent over the past year, 2.29 percent over the past three years, and 4.17 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.2%|
|3 Years (Annualized)||2.3%|
|5 Years (Annualized)||4.2%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund normally invests at least 80% of its assets in inflation-linked debt securities. It also may invest up to 20% of its net assets in fixed-income securities that are not linked to inflation. The fund may invest up to 20% of its total assets in securities denominated in foreign currencies and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers. It invests primarily in investment-grade securities, but may invest up to 10% of its total assets in high-yield securities. The weighted average duration of the fund's portfolio must be five years or shorter. The fund is non-diversified.
Fees are High compared to funds in the same category.
American Century Investments Short Duration Inflation Protection Bond International has an expense ratio of 1.55 percent.
Risk is Low compared to funds in the same category according to Morningstar.