2 / 5 Stars
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Zacks Investment Research
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 0.86 percent over the past year, 1.34 percent over the past three years, and 4.86 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.0%|
|3 Years (Annualized)||1.3%|
|5 Years (Annualized)||4.9%|
|10 Years (Annualized)||N/A|
The investment seeks total return that exceeds the rate of inflation over an economic cycle. The fund invests primarily in investment grade debt securities; however, it may invest up to 20% of its total assets in below investment grade debt securities. The fund may also invest up to 25% of its total assets in foreign securities, including both securities denominated in foreign currencies and U.S. dollar denominated securities of foreign issuers. It may enter into currency-related transactions involving certain derivative instruments, including currency and cross currency forwards.
Fees are Low compared to funds in the same category.
Franklin Real Return Fund has an expense ratio of 0.65 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.