1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
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.
The fund has returned -1.90 percent over the past year, and 1.13 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||1.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return exceeding the rate of inflation. Under normal circumstances, the fund will invest a significant portion of its assets in investment grade fixed income securities, including inflation-indexed bonds of varying maturities issued by the U.S. Treasury, other U.S. government agencies and instrumentalities. It seeks to produce a return similar to that of the Barclays 1-5 Year U.S. Treasury Inflation-Protected Securities (TIPS) Index, which is the fund's benchmark index. .
Fees are Low compared to funds in the same category.
SEI Institutional Managed Trust Real Return Fund has an expense ratio of 0.45 percent.
Risk is Low compared to funds in the same category according to Morningstar.