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PIMCO 1-5 Year US TIPS Index ETF STPZ

Morningstar Medalist Rating
Medalist Rating as of | See PIMCO Investment Hub

Morningstar’s Analysis STPZ

Will STPZ 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 STPZ’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STPZ 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 STPZ’s parent organization’s priorities and whether they’re in line with investors’ interests.

Effective inflation protection at a reasonable cost.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Pimco 1-5 Year U.S. TIPS Index ETF STPZ sensibly constructs its portfolio of short-term U.S. Treasury Inflation-Protected Securities and pairs it with a reasonably low fee. However, there are cheaper alternatives.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings STPZ

More STPZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.625%

12.15 61.2 Mil
Government

United States Treasury Notes 0.125%

11.59 58.3 Mil
Government

United States Treasury Notes 0.125%

7.95 40.1 Mil
Government

United States Treasury Notes 0.375%

7.78 39.2 Mil
Government

United States Treasury Notes 0.125%

7.74 39.0 Mil
Government

United States Treasury Notes 0.5%

7.36 37.1 Mil
Government

United States Treasury Notes 0.375%

7.16 36.1 Mil
Government

United States Treasury Notes 0.875%

4.39 22.1 Mil
Government

United States Treasury Bonds 1.75%

4.32 21.8 Mil
Government

United States Treasury Notes 1.625%

3.90 19.7 Mil
Government