Columbia Inflation Protected Securities Fund

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.

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Performance

The fund has returned -5.65 percent over the past year, 3.85 percent over the past three years, and 5.53 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.4%
1 Year -5.7%
3 Years (Annualized) 3.9%
5 Years (Annualized) 5.5%
10 Years (Annualized) N/A

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Summary

The investment seeks to provide shareholders with a total return that exceeds the rate of inflation over the long-term. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in inflation-protected debt securities. These securities include inflation-indexed bonds of varying maturities issued by the U.S. government and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. The fund currently intends to focus on inflation-protected debt securities issued by the U.S. Treasury. It invests only in securities rated investment grade. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Columbia Inflation Protected Securities Fund has an expense ratio of 0.85 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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