3 / 5 Stars
4 4 2 5 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 -6.36 percent over the past year, 3.92 percent over the past three years, 5.40 percent over the past five years, and 4.63 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.9%|
|3 Years (Annualized)||3.9%|
|5 Years (Annualized)||5.4%|
|10 Years (Annualized)||4.6%|
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.