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Treasury Inflation Protected Securities Funds (TIPS)

What is a Treasury Inflation Protected Securities Fund? Watch the video above for answers.

Below is a breakdown of Treasury Inflation Protected Securities Fund offerings from Schwab, Fidelity and Vanguard. Click on the name of the index fund to be directed to the brokers website in order to learn more about the particular fund.
Ethan Bloch's favorite funds are highlighted in Yellow.

All return calculations are as of 12/31/2008

Definitions of the tables headings are at the bottom of the page

 

Charles Schwab Inflation Protected Securities Funds
Fund Symbol Minimum Expense Ratio Lifetime Return Fund Inception
Schwab Inflation Protected Fund - Inv Shrs SWRIX $100 0.65% 3.65% 03/31/2006
Schwab Inflation Protected Fund - Sel Shrs SWRSX $50000 0.50% 3.82% 03/31/2006


Fidelity Total Bond Market Funds
Fund Symbol Minimum Expense Ratio Lifetime Return Fund Inception
Fidelity Inflation-Protected Bond Fund FINPX $2500 0.45% 4.98% N/A


Vanguard Bond Market Funds
Fund Symbol Minimum Expense Ratio Lifetime Return Fund Inception
Vanguard Inflation-Protected Securities Fund Investor Shares VIPSX $3000 0.20% 6.71% 06/29/2000
Vanguard Inflation-Protected Securities Fund Admiral Shares VAIPX $100000 0.11% 2.75% 06/10/2005


Minimum Minimum initial investment required to invest in fund
Expense ratio Fee's associated with the fund
Lifetime Return Return since the funds creation as of 12/31/2008
Fund Inception Date of funds creation


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