Skip to Content
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 lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings LTPZ

More LTPZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 1.375%

12.50 88.3 Mil
Government

United States Treasury Bonds 0.75%

10.55 74.5 Mil
Government

United States Treasury Bonds 0.625%

10.13 71.6 Mil
Government

United States Treasury Bonds 0.75%

9.82 69.4 Mil
Government

United States Treasury Bonds 1%

9.76 69.0 Mil
Government

United States Treasury Bonds 0.875%

9.30 65.8 Mil
Government

United States Treasury Bonds 2.125%

8.99 63.5 Mil
Government

United States Treasury Bonds 1%

8.91 63.0 Mil
Government

United States Treasury Bonds 1%

6.00 42.4 Mil
Government

United States Treasury Bonds 0.25%

4.14 29.2 Mil
Government