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®

MFS® Inflation-Adjusted Bond Fund (MIAAX)

Performance (1-yr.): 3.42% Expenses: 0.80%
Performance (1-mo.): 0.27% Total Assets: $1.09B
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Nationwide Inflation-Protected Securities Fund (NIFAX)

Performance (1-yr.): 4.37% Expenses: 0.55%
Performance (1-mo.): 0.26% Total Assets: $305.87M
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Nuveen Inflation Protected Securities Fund (FAIPX)

Performance (1-yr.): 4.35% Expenses: 0.81%
Performance (1-mo.): 0.18% Total Assets: $353.7M
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PIMCO Real Return Asset Fund (PRAIX)

Performance (1-yr.): 8.32% Expenses: 0.55%
Performance (1-mo.): 0.38% Total Assets: $466.85M
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PIMCO Real Return Fund (PRTNX)

Performance (1-yr.): 5.11% Expenses: 0.85%
Performance (1-mo.): 0.31% Total Assets: $15.31B
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PL Inflation Managed Fund (None)

Performance (1-yr.): 5.11% Expenses: 0.58%
Performance (1-mo.): 0.44% Total Assets: $194.67M
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Principal Inflation Protection Fund (PITAX)

Performance (1-yr.): 3.78% Expenses: 0.90%
Performance (1-mo.): 0.23% Total Assets: $1.06B
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Schwab Treasury Inflation Protected Securities Index Fund (SWRSX)

Performance (1-yr.): 4.23% Expenses: 0.19%
Performance (1-mo.): 0.22% Total Assets: $265.49M
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SEI Institutional Investments Trust Real Return Fund (RRPAX)

Performance (1-yr.): 2.51% Expenses: 0.07%
Performance (1-mo.): 0.41% Total Assets: $210.07M
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SEI Institutional Managed Trust Real Return Fund (SRAAX)

Performance (1-yr.): 2.00% Expenses: 0.45%
Performance (1-mo.): 0.29% Total Assets: $289.79M
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Top Performing Inflation-Protected Bond Funds As of 07.03.2014

Lord Abbett Inflation Focused Fund (LIFAX)

Total Return: 0.94%

Dimensional Retirement Fixed Income Fund III (DRXIX)

Total Return: 0.90%

Franklin Real Return Fund (FRRAX)

Total Return: 0.86%

Dimensional Retirement Fixed Income Fund III (DRXIX)

Total Return: 10.36%

PIMCO Real Return Asset Fund (PRAIX)

Total Return: 8.32%

Transamerica Real Return TIPS Fund

Total Return: 6.05%

PIMCO Real Return Asset Fund (PRAIX)

Total Return: 6.64%

Transamerica Real Return TIPS Fund

Total Return: 3.78%

Columbia Inflation Protected Securities Fund (APSAX)

Total Return: 3.74%

* Annualized