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PIMCO 1-5 Year US TIPS Index ETF STPZ

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.

Effective inflation protection at a reasonable cost.

Associate Analyst Mo'ath Almahasneh

Mo'ath Almahasneh

Associate Analyst

Summary

Pimco 1-5 Year US TIPS Index ETF STPZ provides investors with a sensible portfolio of short-term U.S. Treasury Inflation-Protected Securities. Despite its cost advantage, there are cheaper alternatives. But its focus on the short end of the curve enhances its protection against inflation. The fund warrants a Morningstar Analyst Rating of Bronze.

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Portfolio Holdings STPZ

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 20
  • Other Holdings 2
  • % Assets in Top 10 Holdings 74.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.625%

11.91
79,872,749
Government

United States Treasury Notes 0.125%

11.32
75,921,727
Government

United States Treasury Notes 0.125%

7.78
52,134,631
Government

United States Treasury Notes 0.375%

7.61
51,006,640
Government

United States Treasury Notes 0.5%

7.25
48,580,563
Government

United States Treasury Notes 0.375%

7.03
47,122,579
Government

United States Treasury Notes 0.25%

6.55
43,893,555
Government

United States Treasury Bonds 2.375%

6.51
43,638,708
Government

United States Treasury Notes 0.875%

4.33
29,060,545
Government

United States Treasury Notes 1.625%

3.86
25,882,953
Government