2 / 5 Stars
3 3 2 2 2
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 -6.82 percent over the past year, 3.36 percent over the past three years, 4.91 percent over the past five years, and 4.09 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||2.2%|
|3 Years (Annualized)||3.4%|
|5 Years (Annualized)||4.9%|
|10 Years (Annualized)||4.1%|
The investment seeks returns that exceed the rate of inflation over the long-term. The fund normally invests at least 80% of its net assets in inflation-protected debt securities issued or guaranteed by the U.S. Treasury, U.S. government agencies or government-sponsored entities; and up to 20% of its net assets in adjustable or variable rate debt securities, including mortgage- and asset-backed securities. The fund is a gateway fund that invests substantially all of its assets in the Inflation-Protected Bond Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.
Fees are High compared to funds in the same category.
Wells Fargo Advantage Inflation Protected Bond Fund has an expense ratio of 0.85 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.