Inflation Protected Bond Medalist Funds
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 US Treasury is currently the largest issuer for these types of securities. Here we narrow the list to those mutual funds and ETFs that also received a Gold, Silver, or Bronze Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Medalist Rating
Overall
|
SEC 30-Day Yield
|
TTM Yield
|
Average Effective Duration
|
Total Return
1 Year
|
Total Return
3 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| American Funds Inflation Linked Bond Fund Class 529-F-2
FIBLX
| −1.26% | 3.70% | 5.16 | −2.56% | 3.74% | 0.390% | $12.14B | ||
| American Funds Inflation Linked Bond Fund Class 529-F-3
FLIBX
| −1.19% | 3.77% | 5.16 | −2.50% | 3.84% | 0.340% | $12.14B | ||
| American Funds Inflation Linked Bond Fund Class F-2
BFIGX
| −1.26% | 3.67% | 5.16 | −2.55% | 3.79% | 0.400% | $12.14B | ||
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XXJQQ
| −1.15% | 3.80% | 5.16 | −2.45% | 3.87% | 0.290% | $12.14B | ||
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ZMSNNZ
| −1.15% | 3.71% | 5.16 | −2.51% | 3.80% | 0.340% | $12.14B | ||
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HHDMCT
| −1.29% | 3.65% | 5.16 | −2.60% | 3.72% | 0.440% | $12.14B | ||
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LXPDQ
| −1.15% | 3.79% | 5.16 | −2.44% | 3.87% | 0.290% | $12.14B | ||
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LQSWNS
| −0.38% | 5.09% | 6.84 | −2.39% | 3.88% | 0.290% | $1.63B | ||
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YFBNSV
| −0.43% | 5.06% | 6.84 | −2.42% | 3.84% | 0.340% | $1.63B | ||
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DHMSWZ
| — | 3.60% | 4.07 | −1.04% | 4.24% | 0.350% | $1.05B | ||
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RYCDT
| — | 4.04% | 4.31 | −1.34% | 4.30% | 0.350% | $592.80M | ||
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VXFGN
| 2.03% | 4.48% | 6.51 | −1.94% | 3.83% | 0.050% | $11.49B | ||
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KZNLX
| −1.78% | 4.54% | 6.52 | −1.99% | — | 0.050% | $20.54B | ||
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KRMFK
| −2.33% | 5.67% | 6.58 | −1.99% | 3.73% | 0.120% | $292.15M | ||
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KHRFV
| −1.96% | 4.87% | 6.49 | −2.17% | 3.70% | 0.330% | $237.61M | ||
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JSXTZZ
| −1.95% | 4.88% | 6.49 | −2.17% | 3.67% | 0.330% | $237.61M | ||
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CQTVY
| −1.87% | 4.86% | 6.49 | −2.18% | 3.65% | 0.340% | $237.61M | ||
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NDJNMR
| 2.22% | 4.50% | 5.78 | −1.14% | 4.31% | 0.870% | $398.88M | ||
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XKBHQ
| −0.66% | 4.76% | 5.78 | −0.75% | 4.73% | 0.480% | $398.88M | ||
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KCFCN
| 2.66% | 4.64% | 5.78 | −0.87% | 4.57% | 0.600% | $398.88M | ||
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KRMHZ
| 2.28% | 4.46% | 5.78 | −1.27% | 4.26% | 0.900% | $398.88M | ||
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NRYPVH
| 2.65% | 4.69% | 5.78 | −0.94% | 4.60% | 0.600% | $398.88M | ||
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HHQMY
| 2.58% | 4.64% | 5.78 | −0.95% | 4.57% | 0.580% | $398.88M | ||
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VTG
| 1.25% | 4.71% | 6.44 | −2.08% | 3.66% | 0.180% | $14.15B | ||
LOCK|!/K>Z<? &NSk twM>Cg &zp# ^gP!v Wy& | 1.36% | 0.00% | 7.23 | −2.66% | 3.90% | 0.790% | $986.02M |
United States