Inflation Protected Bond Fund Quote
| IPBAX Fund | USD 10.50 0.03 0.29% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Inflation-protected is trading at 10.50 as of the 29th of November 2024; that is 0.29% up since the beginning of the trading day. The fund's open price was 10.47. Inflation-protected has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Inflation Protected Bond Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
The fund normally invests up to 70 percent of the funds total assets in debt securities up to 70 percent of the funds total assets in equity securities and up to 25 percent of the funds net assets in commodities. The fund is a feeder fund that invests substantially all of its assets in the Real Return Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies.. More on Inflation Protected Bond Fund
Inflation-protected Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Allspring Global Investments Funds, Large Blend Funds, Inflation-Protected Bond Funds, Money Market Funds, Corporate Bonds Funds, Inflation-Protected Bond, Allspring Global Investments, Large Blend, Inflation-Protected Bond (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of October 2022 |
| Fiscal Year End | May |
Inflation Protected Bond Fund [IPBAX] is traded in USA and was established 29th of November 2024. Inflation-protected is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Inflation-Protected Bond category and is part of Allspring Global Investments family. The entity is thematically classified as Money Market Funds. This fund currently has accumulated 76.86 M in assets under management (AUM) with no minimum investment requirementsInflation Protected is currently producing year-to-date (YTD) return of 9.91% with the current yeild of 0.02%, while the total return for the last 3 years was 1.77%.
Check Inflation-protected Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Inflation-protected Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Inflation-protected Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Inflation Protected Bond Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Inflation-protected Top Holders
| WCYFX | Wells Fargo Wealthbuilder | Mutual Fund | Allocation--15% to 30% Equity | |
| WGBIX | Wells Fargo Spectrum | Mutual Fund | Allocation--50% to 70% Equity | |
| WGBAX | Wealthbuilder Growth Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| WCCFX | Wealthbuilder Conservative Allocation | Mutual Fund | Allocation--15% to 30% Equity | |
| WGAYX | Wells Fargo Spectrum | Mutual Fund | Allocation--50% to 70% Equity | |
| WGAFX | Wealthbuilder Growth Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| WGBFX | Wealthbuilder Growth Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| WMBGX | Wealthbuilder Moderate Balanced | Mutual Fund | Allocation--30% to 50% Equity |
Inflation Protected Risk Profiles
| Mean Deviation | 0.3267 | |||
| Semi Deviation | 0.3346 | |||
| Standard Deviation | 0.4125 | |||
| Variance | 0.1702 |
Inflation-protected Against Markets
Other Information on Investing in Inflation-protected Mutual Fund
Inflation-protected financial ratios help investors to determine whether Inflation-protected Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Inflation-protected with respect to the benefits of owning Inflation-protected security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world |