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Morningstar

PIMCO 15+ Year US TIPS ETF LTPZ

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

Morningstar’s Analysis LTPZ

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

  • People Pillar

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

PIMCO 15+ Year US TIPS ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings LTPZ

More LTPZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 1.375%

12.46 93.8 Mil
Government

United States Treasury Bonds 0.75%

10.50 79.1 Mil
Government

United States Treasury Bonds 0.625%

10.09 76.0 Mil
Government

United States Treasury Bonds 0.75%

9.87 74.4 Mil
Government

United States Treasury Bonds 1%

9.75 73.4 Mil
Government

United States Treasury Bonds 0.875%

9.30 70.0 Mil
Government

United States Treasury Bonds 1%

8.90 67.0 Mil
Government

United States Treasury Bonds 2.125%

8.87 66.8 Mil
Government

United States Treasury Bonds 1%

6.00 45.2 Mil
Government

United States Treasury Bonds 0.25%

4.43 33.4 Mil
Government