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CNLFX American Funds Inflation Linked Bd 529F1

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Fund CNLFX American Funds Inflation Linked Bd 529F1 LTPZ PIMCO 15+ Year US TIPS ETF  
100% 89%
Annual Fees
(0.64% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.08% annual return
$15,279.90 $17,445.74
Est. savings over 30 yrs +$2,165.84
As of 12/31/16
1 YR RETURN 4.59%
3 YR 2.82%
5 YR --
10 YR --
1 YR RETURN 9.51%
3 YR 6.04%
5 YR 1.41%
10 YR --
The investment seeks to provide inflation protection and income consistent with investment in inflation linked securities. The fund seeks to provide inflation protection and income by investing primarily in inflation linked securities. Normally, at least 80% of the fund's assets will be invested in inflation linked bonds issued by U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations. Inflation linked bonds are structured to protect against inflation by linking the bond's principal and interest payments to an inflation index so that principal and interest adjust to reflect changes in the index.
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 Treasury Inflation-Protected Securities ("TIPS") 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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