2 / 5 Stars
3 4 2 1 3
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 -6.44 percent over the past year, 3.41 percent over the past three years, 4.88 percent over the past five years, and 3.55 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.8%|
|3 Years (Annualized)||3.4%|
|5 Years (Annualized)||4.9%|
|10 Years (Annualized)||3.5%|
The investment seeks maximum real return consistent with the preservation of capital. The fund invests in securities through an underlying master fund having the same investment goals and strategies. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in inflation-protected securities and other investments with similar economic characteristics. The fund invests primarily in investment-grade securities, but may also invest in lower quality securities. It may invest in securities of any maturity.
Fees are High compared to funds in the same category.
Transamerica Partners Inflation-Protected Securities Fund has an expense ratio of 1.00 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.