Transamerica Real Return TIPS Fund

U.S. News evaluated 52 Inflation-Protected Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Transamerica funds

See full Inflation-Protected Bond rankings

See more fund rankings

Performance

The fund has returned -6.07 percent over the past year, 3.86 percent over the past three years, and 7.22 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.5%
1 Year -6.1%
3 Years (Annualized) 3.9%
5 Years (Annualized) 7.2%
10 Years (Annualized) N/A

See more fund performance

Summary

The investment seeks maximum real return consistent with preservation of real capital and prudent investment management. The fund primarily invests at least 80% of its net assets (plus the amount of borrowings, if any, for investment purposes) in Treasury Inflation Protected Securities or "TIPS" of varying maturities. It primarily invests in investment grade debt securities, but may invest up to 10% of the assets in high yield securities. The fund may invest up to 30% of its assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Transamerica Real Return TIPS Fund has an expense ratio of 0.76 percent.

See more fund fees

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

See more fund risk