2 / 5 Stars
2 2 1 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 52 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 -6.56 percent over the past year, 3.23 percent over the past three years, 5.38 percent over the past five years, and 3.76 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||3.2%|
|5 Years (Annualized)||5.4%|
|10 Years (Annualized)||3.8%|
The investment seeks a total return that exceeds the rate of inflation over the long term. The fund normally invests at least 80% of assets in inflation-protected debt securities of all types. It invests primarily in U.S. dollar-denominated inflation-protected debt securities. The fund is managed to have similar overall interest rate risk to the Barclays® U.S. Treasury Inflation-Protected Securities (TIPS) Index (Series-L). It allocates assets across different market sectors and maturities. The fund invests in domestic and foreign issuers.
Fees are Low compared to funds in the same category.
Fidelity® Inflation-Protected Bond Fund has an expense ratio of 0.76 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.