3 / 5 Stars
4 4 2 4 1
Zacks Investment Research
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 4.33 percent over the past year, 7.79 percent over the past three years, 6.22 percent over the past five years, and 5.23 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.2%|
|3 Years (Annualized)||7.8%|
|5 Years (Annualized)||6.2%|
|10 Years (Annualized)||5.2%|
The investment seeks high total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of its net assets in inflation-protected securities. It may invest in other securities, including but not limited to inflation-protected debt securities issued by U.S. government agencies and instrumentalities other than the U.S. Treasury, by other entities such as corporations and foreign governments and by foreign issuers. The fund may invest up to 10% of its assets in below investment-grade fixed-income securities. It may invest in fixed-income securities of any maturity.
Fees are Low compared to funds in the same category.
Loomis Sayles Inflation Protected Securities Fund has an expense ratio of 0.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.