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. 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 |