T. Rowe Price U.S. Bond Enhanced Index Fund |
PBDIX
Fund Status:
Open to new Retail investors
/
Open to subsequent Retail investments
Fund Objective
Quick Stats
| Fiscal Year End | October |
| Morningstar Category | Intermediate-Term Bond |
| Inception Date | 11/30/2000 |
| Tax ID | 52-2273334 |
Investment Objective
The U.S. Bond Enhanced Index Fund seeks to provide a total return that matches or incrementally exceeds the performance of the U.S. investment-grade bond market.
Strategy
The U.S. Bond Enhanced Index Fund seeks to provide a total return that matches or incrementally exceeds the performance of the U.S. investment-grade bond market by investing in a range of bonds representative of the Barclays Capital U.S. Aggregate Index. In addition, the fund's attempt to achieve incremental returns above the index could result in a greater chance that the fund's returns will deviate from the returns of its benchmark when compared with a fund that strictly follows a passive indexing strategy.
This fund is designed for investors who seek a relatively low-cost way to invest in the U.S. investment-grade bond market and who can accept the risks that accompany bond and index investing.
Availability
All States
Click on the risk/reward spectrum below to view the funds in that category
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The U.S. Bond Enhanced Index Fund gives income investors a cost-effective way to seek to approximate the performance of the broad investment-grade bond market. It has an intermediate risk/reward profile and should offer a higher yield than less volatile short-term bond funds and a lower yield than longer-term funds. The fund can serve as a bond fund core holding or as a diversification vehicle for an equity portfolio.
Yield and share price will vary with interest rate changes. Investors should note that if interest rates rise significantly from current levels, bond fund total returns will decline and may even turn negative in the short term. There is also a chance that one of the fund's holdings will have its credit rating downgraded or will default.
Yield and share price will vary with interest rate changes. Investors should note that if interest rates rise significantly from current levels, bond fund total returns will decline and may even turn negative in the short term. There is also a chance that one of the fund's holdings will have its credit rating downgraded or will default.
*Funds are placed in general risk/return categories based on their past performance or, for newer funds, the performance of the types of securities in which they invest. There is no assurance past trends will continue.
See Glossary for additional details on all data elements.
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