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Morningstar

PIMCO Broad US TIPS ETF TIPZ

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

Morningstar’s Analysis TIPZ

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

People Pillar

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

A sound investment process and strong management team underpin PIMCO Broad US TIPS ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings TIPZ

More TIPZ Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 45
  • Other Holdings 2
  • % Assets in Top 10 Holdings 47.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.375%

5.05
5,907,915
Government

United States Treasury Notes 0.25%

4.96
5,806,117
Government

United States Treasury Notes 0.625%

4.85
5,682,494
Government

United States Treasury Notes 1.125%

4.84
5,672,498
Government

United States Treasury Notes 0.125%

4.75
5,559,201
Government

United States Treasury Bonds 2.375%

4.70
5,499,209
Government

United States Treasury Notes 1.625%

4.55
5,322,620
Government

United States Treasury Notes 0.125%

4.44
5,193,025
Government

United States Treasury Notes 0.125%

4.43
5,191,079
Government

United States Treasury Notes 0.125%

4.39
5,143,684
Government