3 / 5 Stars
4 4 2 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 51 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 -6.14 percent over the past year, 3.58 percent over the past three years, 5.32 percent over the past five years, and 4.44 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||2.2%|
|3 Years (Annualized)||3.6%|
|5 Years (Annualized)||5.3%|
|10 Years (Annualized)||4.4%|
The investment seeks to provide inflation protection and income. Normally, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in inflation-protected bonds. The emphasis will be on bonds issued by the U.S. Treasury, but similar bonds issued by U.S. government agencies and corporations may also be purchased. Up to 20% of the fund's investments in inflation-protected bonds may be issued by foreign governments or corporations and linked to a non-U.S. inflation rate. It may also invest up to 20% of its net assets in fixed-income securities that are not indexed to inflation.
Fees are High compared to funds in the same category.
T. Rowe Price Inflation Protected Bond Fund has an expense ratio of 0.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.