2 / 5 Stars
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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 -1.53 percent over the past year, and 1.46 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-1.8%|
|3 Years (Annualized)||1.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return exceeding the rate of inflation. The fund uses a multi-manager approach under the general supervision of the fund's adviser, which allocates the fund's assets among multiple sub-advisers using different investment strategies designed to produce a total return that exceeds the rate of inflation in the U.S. It 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 and non-government entities, such as corporations.
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.