4 / 5 Stars
4 4 3 5 3
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 4.06 percent over the past year, 7.70 percent over the past three years, 6.14 percent over the past five years, and 6.13 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.3%|
|3 Years (Annualized)||7.7%|
|5 Years (Annualized)||6.1%|
|10 Years (Annualized)||6.1%|
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"). The fund may also invest up to 25% of its assets in inflation-indexed bonds issued or guaranteed by foreign governments and their agencies, as well as other foreign issuers.
Fees are Low compared to funds in the same category.
TIAA-CREF Inflation-Linked Bond Fund has an expense ratio of 0.28 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.