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Lipper
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Zacks Investment Research
5
(Strong Sell)
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Standard & Poor's
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TheStreet.com
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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.
Performance
The fund has returned 4.55 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -1.3% |
| 1 Year | 4.5% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are Below Average compared to funds in the same category.
Lord Abbett Inflation Focused Fund has an expense ratio of 0.65 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
