2 / 5 Stars
3 3 2 2 2
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 54 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 2.30 percent over the past year, 2.50 percent over the past three years, 4.70 percent over the past five years, and 4.66 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.8%|
|3 Years (Annualized)||2.5%|
|5 Years (Annualized)||4.7%|
|10 Years (Annualized)||4.7%|
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 normally invests at least 80% of its net assets in securities of "investment grade" quality. The fund may invest up to 35% of its net assets in securities of foreign issuers and non-dollar securities, including inflation-protected securities of foreign issuers.
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.