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Morningstar

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 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.

by Mo'ath Almahasneh
Rated on Published on

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Portfolio Holdings STPZ

More STPZ Holdings
  • 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