| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
3
3
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D-
(Sell)
|
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.
See all American Independence funds
Performance
The fund has returned 3.52 percent over the past year, 7.63 percent over the past three years, 6.56 percent over the past five years, and 6.41 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.1% |
| 1 Year | 3.5% |
| 3 Years (Annualized) | 7.6% |
| 5 Years (Annualized) | 6.6% |
| 10 Years (Annualized) | 6.4% |
Summary
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. The fund's goal is to outperform the Barclays Capital 1-30 Year U.S. Treasury Inflation Protected Securities (TIPS) Index (Series L). It invests at least 80% of its assets 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.
Fees
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
Risk is Average compared to funds in the same category according to Morningstar.
