4 / 5 Stars
5 5 2 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 52 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 -5.94 percent over the past year, 4.00 percent over the past three years, 6.43 percent over the past five years, and 5.11 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.3%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||6.4%|
|10 Years (Annualized)||5.1%|
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 0.32 percent.
Risk is Average compared to funds in the same category according to Morningstar.