3 / 5 Stars
4 4 2 4 2
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 -6.30 percent over the past year, 3.86 percent over the past three years, 5.48 percent over the past five years, and 4.60 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.9%|
|3 Years (Annualized)||3.9%|
|5 Years (Annualized)||5.5%|
|10 Years (Annualized)||4.6%|
The investment seeks returns that exceed the rate of inflation. To pursue its goal, the fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in inflation-indexed securities. These are fixed-income securities designed to protect investors from a loss of value due to inflation by periodically adjusting their principal and/or coupon according to the rate of inflation. The inflation-indexed securities issued by the U.S. Treasury and some foreign government issuers. It primarily invests in high quality, U.S. dollar-denominated, inflation-indexed securities.
Fees are Low compared to funds in the same category.
Dreyfus Inflation Adjusted Securities Fund has an expense ratio of 0.37 percent.
Risk is Average compared to funds in the same category according to Morningstar.