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Morningstar

T. Rowe Price Ltd Dur Infl Focus Bd TRBFX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 4.74  /  0.00
  • Total Assets 6.9 Bil
  • Adj. Expense Ratio
    0.410%
  • Expense Ratio 0.410%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 5.69%
  • Effective Duration 2.70 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis TRBFX

Will TRBFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TRBFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the TRBFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of TRBFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in T. Rowe Price Ltd Dur Infl Focus Bd's Process Pillaris partially offset by an Average People Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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