3 / 5 Stars
5 5 3 2 2
Zacks Investment Research
5 (Strong Sell)
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 -6.01 percent over the past year, 2.86 percent over the past three years, 6.98 percent over the past five years, and 4.10 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-6.0%|
|3 Years (Annualized)||2.9%|
|5 Years (Annualized)||7.0%|
|10 Years (Annualized)||4.1%|
The investment seeks maximum real return consistent with preservation of capital. The fund invests in securities through an underlying master fund having the same investment goals and strategies. It normally invests primarily in inflation-protected securities issued by the U.S. government, its agencies and instrumentalities. The fund normally 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.
Fees are Low compared to funds in the same category.
Transamerica Partners Institutional Inflation-Protected Securities Fund has an expense ratio of 0.65 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.