1 / 5 Stars
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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 -0.25 percent over the past year, 3.46 percent over the past three years, and 3.43 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-2.8%|
|3 Years (Annualized)||3.5%|
|5 Years (Annualized)||3.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide current income and real total returns. The reference to "real" means a total return in excess of the rate of inflation as measured by year-to-year changes in the consumer price index. The fund pursues its investment objective by investing primarily in investment-grade, inflation-indexed bonds issued by the U.S. government, its agencies or instrumentalities and corporations. Inflation-indexed bonds are fixed-income securities that are structured to provide protection against inflation. It may invest in derivative instruments, such as credit default swap agreements, to synthesize inflation-indexed bonds.
Fees are Below Average compared to funds in the same category.
Federated Real Return Bond Fund has an expense ratio of 0.70 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.