Investing in Top Inflation Protected Bond Mutual Funds 2014

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Investing in top inflation protected bond mutual funds 2014 can be done through your brokerage. These best bond funds are Franklin Real Return Fund, Lord Abbett Inflation Focused Fund, etc.

Inflation Protected Bond Funds

Investing in inflation protected bond mutual funds is suitable for core investment. This mutual fund can provide real return for investors. Typically, the investment funds invest in U.S. Treasury whose principal is adjusted quarterly based on inflation. This U.S. treasury is known as United States Treasury inflation-protected securities (TIPS).

Some of the mutual funds may invest in other sectors such as international bond, real estate (REITs), high yield bond, etc. Please check your fund objective for details. The investment risks include market risk, interest rate, etc.

Best Mutual Funds

From this best performing funds list, you may find each individual fund review. You can find the fund performance, expense ratio, and dividend yield from the table below. The list is sorted based on its 1 year return up to June 1, 2014.

Top inflation protected bond mutual funds 2014 are:
    Investing in Top Inflation Protected Bond Mutual Funds 2014
  1. Franklin Real Return Fund Class A
  2. Eaton Vance Short Duration Real Return Fund Class A
  3. JPMorgan Inflation Managed Bond Fund Class A Shares
  4. Federated Real Return Bond Fund Class A Shares
  5. Lord Abbett Inflation Focused Fund Class A
  6. Columbia Inflation Protected Securities Fund Class A
  7. Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares
  8. SEI Institutional Managed Trust Real Return Fund Class A
  9. AllianceBernstein Bond Inflation Strategy Class A
  10. Nationwide Inflation-Protected Securities Fund Class A
Updated on 6/16/2014

Franklin Real Return Fund (FRRAX)

Franklin Real Return Fund utilizes its assets to purchase inflation-protected securities, investment grade and high-yield fixed income securities, mortgage-backed and other asset-backed securities and real estate investment trusts (REITs). This mutual fund has a yield of 2.03%. Total net assets are $402 million. This class A has a sales load of 4.25%.

MoreTop Performing Core Bond Mutual Funds 2013

You can buy this mutual fund with $1,000 initial funding from your brokerages. The annual expense ratio fee is 0.90%. In 2014, the YTD return is 3.01%. This best inflation protected bond mutual fund has a 3 year annualized return of 1.35%.

Eaton Vance Short Duration Real Return Fund (EARRX)

Eaton Vance Short Duration Real Return Fund is a 2 star rating fund. Recently, it has performed above average. With total net assets of $63 million, it has a high expense fee of 1.08%. The portfolio annual turnover rate is 74%. The current share price is $10.19.

More: Vanguard Inflation Protected Securities Fund (VIPSX)

This top fund has an average effective duration of 1.74 years. Top 3 sectors are U.S. treasure inflation-protected, non-U.S. Treasury, and asset backed. This fixed income fund has a 1 year return of 1.47%. The fund managers are Thomas H Luster, and Stewart D Taylor.

Lord Abbett Inflation Focused Fund (LIFAX)

This Lord Abbett Inflation Focused Fund has a minimum investment of $1,500. It has a yield of 3.23%. The sales load is 2.25%. This mutual fund has an investment objective of exceed the rate of inflation in the U.S. economy over a full economic cycle. In 2014, the year to date return is 1.47%.

Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIPX)

Vanguard Short-Term Inflation-Protected Securities Index Fund is one of no sales load mutual funds in the list. This Vanguard fund also has the largest assets of $9 billion. The annual expense fee is only 0.20%.

MoreTop Performer Inflation Protected Bond Mutual Funds 2013

In 2013, it has a negative return, -1.62%. The NAV is $25.01. This top inflation bond fund has an effective maturity of 2.40 years. There are 28 brokerages that offer this fund. The brokerages are Fidelity Retail FundsNetwork, Scottrade NTF, Raymond James, TD Ameritrade Retail, etc.

Fund Returns


NoFund NameYTD Return %1 Year Return %3 Year Return %
1Franklin Real Return Fund Class A3.013.071.35
2Eaton Vance Short Duration Real Return Fund Class A-1.471.63
3JPMorgan Inflation Managed Bond Fund Class A Shares2.781.151.97
4Federated Real Return Bond Fund Class A Shares3.321.072.04
5Lord Abbett Inflation Focused Fund Class A0.970.991.95
6Columbia Inflation Protected Securities Fund Class A6.190.83.91
7Vanguard Short-Term Inflation-Protected Securities Index Fund Investor Shares1.340.7-
8SEI Institutional Managed Trust Real Return Fund Class A1.480.610.69
9AllianceBernstein Bond Inflation Strategy Class A4.320.422.36
10Nationwide Inflation-Protected Securities Fund Class A5.340.42-
11Nuveen Inflation Protected Securities Fund Class A5.230.193.5
12BlackRock Inflation Protected Bond Fund Investor A Shares5.360.173.34
13Schwab Treasury Inflation Protected Securities Index Fund5.480.153.42
14DWS Global Inflation Fund Class A6.690.092.52
15PIMCO Real Return Fund Institutional Class6.150.093.96

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