Skip to Content
Morningstar

SPDR® Blmbg 1-10 Year TIPS ETF TIPX

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis TIPX

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

People Pillar

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

Decreased confidence in SPDR ® Blmbg 1-10 Year TIPS ETF's prospects relative to its Morningstar Category peers leads to a downgrade in this strategy's Morningstar Medalist Rating to Bronze from Silver.

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 TIPX

More TIPX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 37
  • Other Holdings 1
  • % Assets in Top 10 Holdings 36.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.375%

4.06
53,047,488
Government

United States Treasury Notes 0.625%

3.99
52,133,612
Government

United States Treasury Notes 0.25%

3.69
48,238,790
Government

United States Treasury Notes 0.125%

3.69
48,203,441
Government

United States Treasury Notes 1.125%

3.68
48,052,019
Government

United States Treasury Notes 0.625%

3.48
45,453,479
Government

United States Treasury Bonds 2.375%

3.48
45,413,910
Government

United States Treasury Notes 1.25%

3.40
44,372,816
Government

United States Treasury Notes 0.125%

3.40
44,330,183
Government

United States Treasury Notes 0.25%

3.38
44,186,419
Government