2 / 5 Stars
1 1 5 1 3
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 54 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 2.82 percent over the past year, and 1.84 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.8%|
|3 Years (Annualized)||1.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks real return. Under normal market conditions, the fund invests at least 80% of its net assets in "real return" instruments. Real return is defined as total return less the estimated cost of inflation (typically measured by the change in an official inflation measure). The fund will limit its real duration to 3.5 years or less and will maintain a weighted average credit quality of investment grade. It is non-diversified.
Fees are Low compared to funds in the same category.
Eaton Vance Short Duration Real Return Fund has an expense ratio of 1.08 percent.
Risk is Low compared to funds in the same category according to Morningstar.