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CIPZX Columbia Inflation Protected Secs Z

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Fund CIPZX Columbia Inflation Protected Secs Z LTPZ PIMCO 15+ Year US TIPS ETF  
100% 86%
Annual Fees
(0.55% Exp. Ratio)
(0.21% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.03% annual return
$15,508.88 $17,180.96
Est. savings over 30 yrs +$1,672.08
As of 9/30/16
1 YR RETURN 10.61%
3 YR 1.44%
5 YR 1.48%
10 YR 3.80%
1 YR RETURN 18.22%
3 YR 7.13%
5 YR 4.00%
10 YR --
The investment seeks to provide shareholders with a total return that exceeds the rate of inflation over the long-term. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in inflation-protected debt securities. These securities include inflation-indexed bonds of varying maturities issued by the U.S. government and non-U.S. governments, their agencies or instrumentalities, and U.S. and non-U.S. corporations. The advisor currently intends to focus on inflation-protected debt securities issued by the U.S. Treasury. It invests only in securities rated investment grade. The fund is non-diversified.
The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the BofA Merrill Lynch 15+ Year US Inflation-Linked Treasury IndexSM. The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the BofA Merrill Lynch 15+ Year US Inflation-Linked Treasury Index SM (the "underlying index"). The underlying index is an unmanaged index comprised of TIPS (Treasury Inflation Protected Securities) with a maturity of at least 15 years.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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