2 / 5 Stars
3 3 2 2 2
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 -7.01 percent over the past year, 3.23 percent over the past three years, 5.62 percent over the past five years, and 4.22 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||3.2%|
|5 Years (Annualized)||5.6%|
|10 Years (Annualized)||4.2%|
The investment seeks a total return that exceeds the rate of inflation over an economic cycle. The fund normally invests at least 65% of its net assets in U.S. dollar-denominated inflation-protected debt securities issued by the U.S. Treasury. It will also opportunistically invest up to 35% of its net assets in other sectors. The fund normally invests at least 80% of its net assets in securities of "investment grade" quality. It may invest up to 35% of its net assets in securities of foreign issuers and non-dollar securities. The fund may use derivatives.
Fees are Low compared to funds in the same category.
Hartford Inflation Plus Fund has an expense ratio of 0.85 percent.
Risk is Average compared to funds in the same category according to Morningstar.