2 / 5 Stars
5 2 5 1 3
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 0.12 percent over the past year, and 2.78 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-0.2%|
|3 Years (Annualized)||2.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks real return. The fund invests at least 80% of its net assets in "real return" instruments, which include (i) inflation-indexed debt obligations of varying maturities issued by the United States and non-U.S. governments, their agencies or instrumentalities, corporations and other issuers and (ii) other fixed or floating-rate debt obligations with respect to which the fund enters into agreements to swap nominal interest payments for payments based on changes in the U.S. Consumer Price Index or other measures of inflation. It may invest up to 30% of its total assets in securities denominated in foreign currencies. It is non-diversified.
Fees are Low compared to funds in the same category.
Eaton Vance Short Term Real Return Fund has an expense ratio of 1.15 percent.
Risk is Low compared to funds in the same category according to Morningstar.