| Scorecard |
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3 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
C-
(Hold)
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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.
Performance
The fund has returned 5.17 percent over the past year, 7.45 percent over the past three years, and 5.79 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.6% |
| 1 Year | 5.2% |
| 3 Years (Annualized) | 7.4% |
| 5 Years (Annualized) | 5.8% |
| 10 Years (Annualized) | N/A |
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.
