2 / 5 Stars
3 3 2 3 5
Zacks Investment Research
5 (Strong Sell)
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 -6.94 percent over the past year, 2.53 percent over the past three years, 6.45 percent over the past five years, and 4.25 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-6.8%|
|3 Years (Annualized)||2.5%|
|5 Years (Annualized)||6.5%|
|10 Years (Annualized)||4.3%|
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 Advisor 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.