2 / 5 Stars
4 4 2 3 1
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 -6.59 percent over the past year, 3.79 percent over the past three years, 5.50 percent over the past five years, and 4.98 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.9%|
|3 Years (Annualized)||3.8%|
|5 Years (Annualized)||5.5%|
|10 Years (Annualized)||5.0%|
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 are High 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.