3 / 5 Stars
4 4 3 5 4
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 4.27 percent over the past year, 7.31 percent over the past three years, 6.01 percent over the past five years, and 5.89 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.5%|
|3 Years (Annualized)||7.3%|
|5 Years (Annualized)||6.0%|
|10 Years (Annualized)||5.9%|
The investment seeks to provide inflation protection and income. The fund normally invests at least 80% of net assets in inflation-protected bonds. The emphasis is on bonds issued by the U.S. Treasury, but similar bonds issued by U.S. government agencies and corporations may also be purchased. It may invest up to 20% of net assets in fixed-income securities that are not indexed to inflation. The fund's dollar weighted average maturity is expected to be between 5 and 15 years.
Fees are Low compared to funds in the same category.
T. Rowe Price Inflation Protected Bond Fund has an expense ratio of 0.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.