2 / 5 Stars
4 4 3 4 1
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 -2.06 percent over the past year, 6.10 percent over the past three years, and 5.20 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-4.1%|
|3 Years (Annualized)||6.1%|
|5 Years (Annualized)||5.2%|
|10 Years (Annualized)||N/A|
The investment seeks real return consistent with preservation of capital. The fund normally invests at least 80% of its net assets plus any borrowings for investment purposes in inflation protected securities of varying maturities issued by the U.S. Treasury and other U.S. and non-U.S. government agencies and corporations. Its target duration range under normal interest rate conditions is that of the Barclays U.S. TIPS Index, plus or minus 2 years.
Fees are Below Average compared to funds in the same category.
Goldman Sachs Inflation Protected Securities Fund has an expense ratio of 0.63 percent.
Risk is Average compared to funds in the same category according to Morningstar.