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®

Dimensional Retirement Fixed Income Fund III (DRXIX)

Performance (1-yr.): 8.23% Expenses: 0.40%
Performance (1-mo.): 4.62% Total Assets: $2.82M
See all details for DRXIX »

Dreyfus Inflation-Adjusted Securities Fund (DIASX)

Performance (1-yr.): 3.92% Expenses: 0.37%
Performance (1-mo.): 0.78% Total Assets: $392.01M
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DWS Global Inflation Fund (TIPAX)

Performance (1-yr.): 3.58% Expenses: 0.90%
Performance (1-mo.): 0.64% Total Assets: $263.81M
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Eaton Vance Short Term Real Return Fund (EARRX)

Performance (1-yr.): 1.86% Expenses: 1.15%
Performance (1-mo.): 0.20% Total Assets: $77.8M
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Federated Real Return Bond Fund (RRFAX)

Performance (1-yr.): 2.48% Expenses: 0.75%
Performance (1-mo.): 0.09% Total Assets: $77.24M
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Fidelity Advisor Inflation Protected Bond Fund (FIPAX)

Performance (1-yr.): 3.79% Expenses: 0.76%
Performance (1-mo.): 0.76% Total Assets: $3.53B
See all details for FIPAX »

Fidelity Series Inflation-Protected Bond Index Fund (FSIPX)

Performance (1-yr.): 2.46% Expenses: 0.20%
Performance (1-mo.): 0.00% Total Assets: $8.41B
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Franklin Real Return Fund (FRRAX)

Performance (1-yr.): 2.25% Expenses: 0.91%
Performance (1-mo.): 0.46% Total Assets: $522.79M
See all details for FRRAX »

Goldman Sachs Inflation Protected Securities Fund (GSAPX)

Performance (1-yr.): 4.06% Expenses: 0.62%
Performance (1-mo.): 0.78% Total Assets: $367.35M
See all details for GSAPX »

GuideStone Funds Inflation Protected Bond Fund (GIPZX)

Performance (1-yr.): 3.59% Expenses: 0.66%
Performance (1-mo.): 0.81% Total Assets: $206.32M
See all details for GIPZX »
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Top Performing Inflation-Protected Bond Funds as of 05.03.2013

Dimensional Retirement Fixed Income Fund III (DRXIX)

Total Return: 4.62%

PIMCO Real Return Asset Fund (PRAIX)

Total Return: 2.65%

Columbia Inflation Protected Securities Fund (APSAX)

Total Return: 1.25%

PIMCO Real Return Asset Fund (PRAIX)

Total Return: 9.85%

Dimensional Retirement Fixed Income Fund III (DRXIX)

Total Return: 8.23%

Transamerica Real Return TIPS Fund

Total Return: 5.93%

PIMCO Real Return Asset Fund (PRAIX)

Total Return: 13.85%

DFA Inflation-Protected Securities Portfolio (DIPSX)

Total Return: 8.61%

John Hancock II Real Return Bond Fund (JIRRX)

Total Return: 8.20%

* annualized