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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 sizable cost advantage over competitors, priced within the cheapest 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 48.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.625%

5.41 5.5 Mil
Government

United States Treasury Notes 0.375%

5.19 5.2 Mil
Government

United States Treasury Notes 1.125%

4.98 5.0 Mil
Government

United States Treasury Notes 0.125%

4.93 5.0 Mil
Government

United States Treasury Notes 0.625%

4.86 4.9 Mil
Government

United States Treasury Notes 1.375%

4.81 4.8 Mil
Government

United States Treasury Notes 1.625%

4.61 4.6 Mil
Government

United States Treasury Notes 0.125%

4.56 4.6 Mil
Government

United States Treasury Notes 2.375%

4.53 4.6 Mil
Government

United States Treasury Notes 0.125%

4.49 4.5 Mil
Government