2 / 5 Stars
2 2 2 4 3
Zacks Investment Research
5 (Strong Sell)
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 -6.83 percent over the past year, 2.77 percent over the past three years, and 4.34 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.7%|
|3 Years (Annualized)||2.8%|
|5 Years (Annualized)||4.3%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize real return, consistent with preservation of real capital and prudent investment management. The fund invests at least 80% of assets in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. It may invest up to 20% of its assets in non-investment grade bonds or securities of emerging market issuers. The fund maintains an average portfolio duration that is within ±20% of the duration of the Barclays U.S. Treasury Inflation Protected Securities Index (the benchmark). It is non-diversified.
Fees are High compared to funds in the same category.
BlackRock Inflation Protected Bond Fund has an expense ratio of 1.53 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.