JPMorgan Real Return Fund

Scorecard
2 / 5 Stars
Lipper
3 3 1 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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TheStreet.com
E (Sell)

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.

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Performance

The fund has returned -7.01 percent over the past year, 2.84 percent over the past three years, and 4.27 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 1.9%
1 Year -7.0%
3 Years (Annualized) 2.8%
5 Years (Annualized) 4.3%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize inflation protected return. The fund primarily invests in TIPS. Unlike conventional bonds, the principal and interest payments of TIPS are adjusted periodically to the Non-Seasonally Adjusted Consumer Price Index for All Urban Consumers. In addition to investments in TIPS, it may invest in derivatives, which are instruments based on another instrument, exchange rate or index. The fund may invest up to 15% of its total assets in non-dollar denominated inflation-linked debt securities issued or guaranteed by foreign governments and foreign governmental entities as part of its principal strategy.

Fees

Fees are Low compared to funds in the same category.
JPMorgan Real Return Fund has an expense ratio of 0.75 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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Inflation-Protected Bonds