Dreyfus Inflation-Adjusted Securities Fund

Scorecard
3 / 5 Stars
Lipper
4 4 2 4 2
Zacks Investment Research
2 (Buy)
Standard & Poor's
---
TheStreet.com
D (Sell)

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.

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Performance

The fund has returned 3.92 percent over the past year, 7.49 percent over the past three years, 6.29 percent over the past five years, and 6.14 percent over the past decade.

Trailing Returns Updated 04.30.2013
Year to date 0.2%
1 Year 3.9%
3 Years (Annualized) 7.5%
5 Years (Annualized) 6.3%
10 Years (Annualized) 6.1%

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Summary

The investment seeks returns that exceed the rate of inflation. The fund normally invests at least 80% of net assets, plus any borrowings for investment purposes, in inflation-indexed securities. It primarily invests in high quality, U.S. dollar-denominated, inflation-indexed securities. The fund may invest in foreign currency-denominated, inflation-protected securities and other fixed-income securities not adjusted for inflation which are rated investment grade or the unrated equivalent as determined by The Dreyfus Corporation. It seeks to keep the average effective duration of its portfolio at two to ten years.

Fees

Fees are Low compared to funds in the same category.
Dreyfus Inflation-Adjusted Securities Fund has an expense ratio of 0.37 percent.

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Risk

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

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