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Portfolio > Mutual Funds > Bond Funds

Some More TIPS

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Among those clients who may be particularly interested in this type of strategy are:

  • Existing or prospective municipal bond owners at risk of losing real returns to inflation
  • Nonqualified account owners who invest either in TIPS funds or in TIPS directly and are exposed to “phantom income”
  • Clients concerned about the negative impact of inflation on purchasing power
  • Retirees looking to protect their income stream from taxes and inflation
  • High-net-worth clients currently earning lower after-tax yields from taxable bonds
  • Clients looking to enhance portfolio diversification with a low-risk, low-correlation asset class