3 / 5 Stars
2 3 3 5 4
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 51 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 -4.93 percent over the past year, and 2.57 percent over the past three years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||-4.5%|
|3 Years (Annualized)||2.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide investment results that correspond to the total return of the inflation-protected sector of the United States Treasury market. The fund invests at least 80% of assets in inflation-protected debt securities included in the Barclays® U.S. 1-10 Year Treasury Inflation-Protected Securities (TIPS) Index. It engages in transactions that have a leveraging effect on the fund, including investments in transactions that have a leveraging effect on the fund, including investments in derivatives - such as swaps and futures contracts - and forward-settling securities, to adjust the fund's risk exposure.
Fees are Low compared to funds in the same category.
Fidelity Series Inflation-Protected Bond Index Fund has an expense ratio of 0.20 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.