Inflation Protected Bond Fund Quote
IPBAX Fund | USD 10.30 0.01 0.1% |
PerformanceVery Weak
| Odds Of DistressLow
|
Inflation Protected is trading at 10.30 as of the 25th of March 2025; that is 0.1% down since the beginning of the trading day. The fund's open price was 10.31. Inflation Protected has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. 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
Moving together with Inflation Mutual Fund
Inflation Mutual Fund Highlights
Update Date | 31st of March 2025 |
Expense Ratio Date | 1st of October 2022 |
Fiscal Year End | May |
Inflation Protected Bond Fund [IPBAX] is traded in USA and was established 25th of March 2025. 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 Exotic 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 0.98% with the current yeild of 0.02%, while the total return for the last 3 years was 1.87%.
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 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 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 | |
WMBZX | Wells Fargo Wealthbuilder | Mutual Fund | Allocation--30% to 50% Equity | |
WGAFX | Wealthbuilder Growth Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
WGBFX | Wealthbuilder Growth Balanced | Mutual Fund | Allocation--50% to 70% Equity |
Inflation Protected Risk Profiles
Mean Deviation | 0.3519 | |||
Standard Deviation | 0.4897 | |||
Variance | 0.2398 | |||
Risk Adjusted Performance | (0.04) |
Inflation Protected Against Markets
Other Information on Investing in Inflation Mutual Fund
Inflation Protected financial ratios help investors to determine whether Inflation 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 with respect to the benefits of owning Inflation Protected security.
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