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.): 16.95% Expenses: 0.40%
Performance (1-mo.): 0.23% Total Assets: $1.76M
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Dreyfus Inflation Adjusted Securities Fund (DIASX)

Performance (1-yr.): 6.00% Expenses: 0.37%
Performance (1-mo.): 0.43% Total Assets: $245.28M
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DWS Global Inflation Fund (TIPAX)

Performance (1-yr.): 7.49% Expenses: 0.88%
Performance (1-mo.): 0.78% Total Assets: $113.46M
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Eaton Vance Short Duration Real Return Fund (EARRX)

Performance (1-yr.): 0.21% Expenses: 0.90%
Performance (1-mo.): 0.28% Total Assets: $63.58M
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EQ/PIMCO Global Real Return Portfolio (None)

Performance (1-yr.): 4.63% Expenses: 0.75%
Performance (1-mo.): 0.31% Total Assets: $21.14M
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Federated Real Return Bond Fund (RRFAX)

Performance (1-yr.): 3.44% Expenses: 0.75%
Performance (1-mo.): 0.38% Total Assets: $46.18M
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Fidelity® Inflation-Protected Bond Fund (FIPAX)

Performance (1-yr.): 6.56% Expenses: 0.76%
Performance (1-mo.): 0.17% Total Assets: $2.33B
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Fidelity® Series Inflation-Protected Bond Index Fund (FSIPX)

Performance (1-yr.): 4.13% Expenses: 0.20%
Performance (1-mo.): 0.35% Total Assets: $1.19B
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Franklin Real Return Fund (FRRAX)

Performance (1-yr.): 0.62% Expenses: 0.92%
Performance (1-mo.): 1.51% Total Assets: $410.54M
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Goldman Sachs Inflation Protected Securities Fund (GSAPX)

Performance (1-yr.): 5.99% Expenses: 0.62%
Performance (1-mo.): 0.29% Total Assets: $149.96M
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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