5 / 5 Stars
5 5 3 5 2
Zacks Investment Research
Standard & Poor's
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.
The fund has returned -1.50 percent over the past year, 7.01 percent over the past three years, and 5.93 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-3.9%|
|3 Years (Annualized)||7.0%|
|5 Years (Annualized)||5.9%|
|10 Years (Annualized)||N/A|
The investment seeks to provide inflation protection and earn current income consistent with inflation-protected securities. The fund seeks its investment objective by investing in a universe of inflation-protected securities that are structured to provide returns that at least keep up with the rate of inflation over the long-term. It ordinarily invests in inflation-protected securities issued by the U.S. Government and its agencies and instrumentalities and the credit quality such inflation-protected securities will be that of such applicable U.S. government, agency or instrumentality issuer.
Fees are Low compared to funds in the same category.
DFA Inflation-Protected Securities Portfolio has an expense ratio of 0.13 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.