2 / 5 Stars
4 4 2 3 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 -7.02 percent over the past year, 2.99 percent over the past three years, 4.62 percent over the past five years, and 4.56 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.8%|
|3 Years (Annualized)||3.0%|
|5 Years (Annualized)||4.6%|
|10 Years (Annualized)||4.6%|
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 0.77 percent.
Risk is Average compared to funds in the same category according to Morningstar.