4 / 5 Stars
5 5 3 4 1
Zacks Investment Research
1 (Strong Buy)
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 5.70 percent over the past year, 8.00 percent over the past three years, and 6.78 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.8%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||6.8%|
|10 Years (Annualized)||N/A|
The investment seeks maximum real return, consistent with preservation of real capital. The fund invests at least 80% of its net assets in inflation-indexed bonds of varying maturities issued by the U.S. government, non-U.S. governments, their agencies or instrumentalities, and corporations, which may represented by forwards or derivatives such as options, futures contracts or swap agreements. Its average portfolio duration, as calculated by the Subadviser, normally varies within three years (plus or minus) of the duration of the benchmark. The fund may invest up to 30% of its total assets in securities denominated in foreign currencies. It is non-diversified.
Fees are Low compared to funds in the same category.
Harbor Real Return Fund has an expense ratio of 0.59 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.