2 / 5 Stars
2 1 2 3 1
Zacks Investment Research
5 (Strong Sell)
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 3.74 percent over the past year, and 1.97 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.2%|
|3 Years (Annualized)||2.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks investment returns that exceed the rate of inflation in the U.S. economy over a full economic cycle; the secondary objective is current income. The fund uses the Consumer Price Index ("CPI") for All Urban Consumers to measure the rate of inflation in the U.S. economy. It pursues its investment objective by combining inflation-linked derivatives and inflation-indexed fixed income securities (collectively, "Inflation-Linked Investments") with a portfolio of fixed income securities. In addition, the fund may buy or sell Treasury futures or interest rate swaps to actively manage its portfolio duration.
Fees are Low compared to funds in the same category.
Lord Abbett Inflation Focused Fund has an expense ratio of 0.75 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.