4 / 5 Stars
4 4 2 5 4
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 54 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 4.20 percent over the past year, 3.33 percent over the past three years, 5.28 percent over the past five years, and 4.95 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.7%|
|3 Years (Annualized)||3.3%|
|5 Years (Annualized)||5.3%|
|10 Years (Annualized)||5.0%|
The investment seeks a long-term rate of return that outpaces inflation, primarily through investment in inflation-linked bonds. The fund invests at least 80% of its assets in fixed-income securities whose principal value increases or decreases based on changes in the Consumer Price Index for All Urban Consumers ("CPI-U"), over the life of the security. Typically, it will invest in U.S. Treasury Inflation-Indexed Securities ("TIIS"). Under most circumstances, the fund's investments in inflation-linked bonds of foreign issuers is generally less than 20% of its assets.
Fees are Low compared to funds in the same category.
TIAA-CREF Inflation-Linked Bond Fund has an expense ratio of 0.27 percent.
Risk is Average compared to funds in the same category according to Morningstar.