Inflation-Protected Bond

Inflation-protected bond portfolios invest primarily in debt securities that adjust their principal values in line with the rate of inflation. These bonds can be issued by any organization, but the U.S. Treasury is currently the largest issuer for these types of securities. Morningstar®

AllianceBernstein Bond Inflation Strategy Fund (ABNAX)

Performance (1-yr.): 4.22% Expenses: 0.80%
Performance (1-mo.): 0.65% Total Assets: $416.17M
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American Beacon Treasury Inflation Protected Securities Fund (ATSAX)

Performance (1-yr.): 4.83% Expenses: 1.00%
Performance (1-mo.): 0.31% Total Assets: $218.38M
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American Century Inflation-Adjusted Bond Fund (AIAVX)

Performance (1-yr.): 6.68% Expenses: 0.72%
Performance (1-mo.): 0.26% Total Assets: $3.22B
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American Century Investments Short Duration Inflation Protection Bond International (APOAX)

Performance (1-yr.): 2.21% Expenses: 0.82%
Performance (1-mo.): 0.29% Total Assets: $1.21B
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American Independence U.S. Inflation-Indexed Fund (FNIHX)

Performance (1-yr.): 6.32% Expenses: 0.77%
Performance (1-mo.): 0.38% Total Assets: $316.71M
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BlackRock Inflation Protected Bond Fund (BPRAX)

Performance (1-yr.): 5.63% Expenses: 0.85%
Performance (1-mo.): 0.55% Total Assets: $3.04B
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Columbia Inflation Protected Securities Fund (APSAX)

Performance (1-yr.): 5.65% Expenses: 0.85%
Performance (1-mo.): 0.99% Total Assets: $236.55M
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Delaware Inflation Protected Bond Fund (DIPAX)

Performance (1-yr.): 10.94% Expenses: 0.84%
Performance (1-mo.): 0.22% Total Assets: $125.98M
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DFA Inflation-Protected Securities Portfolio (DIPSX)

Performance (1-yr.): 6.30% Expenses: 0.12%
Performance (1-mo.): 0.34% Total Assets: $2.45B
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Dimensional Retirement Fixed Income Fund II (DRFIX)

Performance (1-yr.): 6.13% Expenses: 0.40%
Performance (1-mo.): 0.32% Total Assets: $1.09M
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Top Performing Inflation-Protected Bond Funds As of 03.05.2014

Franklin Real Return Fund (FRRAX)

Total Return: 1.51%

Columbia Inflation Protected Securities Fund (APSAX)

Total Return: 0.99%

PIMCO Real Return Asset Fund (PRAIX)

Total Return: 0.98%

Franklin Real Return Fund (FRRAX)

Total Return: 0.62%

Eaton Vance Short Duration Real Return Fund (EARRX)

Total Return: 0.21%

SEI Institutional Investments Trust Real Return Fund (RRPAX)

Total Return: 1.46%

PIMCO Real Return Asset Fund (PRAIX)

Total Return: 6.77%

DFA Inflation-Protected Securities Portfolio (DIPSX)

Total Return: 4.28%

Transamerica Real Return TIPS Fund

Total Return: 3.86%

* Annualized