3 / 5 Stars
3 3 2 5 2
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 54 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 2.72 percent over the past year, 2.38 percent over the past three years, 4.48 percent over the past five years, and 4.49 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.9%|
|3 Years (Annualized)||2.4%|
|5 Years (Annualized)||4.5%|
|10 Years (Annualized)||4.5%|
The investment seeks to provide investors with a high level of total return in excess of inflation as may be consistent with the preservation of capital. At least 80% of the fund's net assets, plus borrowings for investment purposes, will be invested in inflation-indexed securities that are denominated in U.S. dollars and derivative instruments denominated in U.S. dollars whose returns are linked to the inflation rate. The fund will invest in derivatives as a substitute for direct investment in inflation-indexed securities.
Fees are Low compared to funds in the same category.
American Independence U.S. Inflation-Indexed Fund has an expense ratio of 1.32 percent.
Risk is Average compared to funds in the same category according to Morningstar.