4 / 5 Stars
4 4 1 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 51 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 -7.18 percent over the past year, 3.65 percent over the past three years, and 6.71 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||2.1%|
|3 Years (Annualized)||3.7%|
|5 Years (Annualized)||6.7%|
|10 Years (Annualized)||N/A|
The investment seeks maximum real return, consistent with preservation of real capital and prudent investment management. The fund invests at least 80% of net assets in inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations. It invests primarily in investment-grade securities, but may invest up to 10% of its total assets in high yield securities. The fund may also invest up to 30% of its total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.
Fees are High compared to funds in the same category.
John Hancock II Real Return Bond Fund has an expense ratio of 0.82 percent.
Risk is High compared to funds in the same category according to Morningstar.