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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.
See all Dimensional Fund Advisors funds
Performance
The fund has returned 8.23 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -0.7% |
| 1 Year | 8.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide total return consistent with inflation protected long-term instruments. The fund seeks its investment objective by generally investing in a universe of long-term fixed income securities structured to provide protection against inflation. It may invest in inflation-protected securities issued by the U.S. Government and its agencies and instrumentalities. The fund also may invest in inflation protected securities of other investment grade issuers including foreign governments and U.S. and non-U.S. corporations.
Fees
Fees are Low compared to funds in the same category.
Dimensional Retirement Fixed Income Fund III has an expense ratio of 0.40 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
