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 strong management team and sound investment process 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 1.75%

5.16 5.8 Mil
Government

United States Treasury Notes 0.625%

5.16 5.8 Mil
Government

United States Treasury Notes 1.125%

4.93 5.5 Mil
Government

United States Treasury Notes 0.125%

4.82 5.4 Mil
Government

United States Treasury Notes 1.375%

4.77 5.3 Mil
Government

United States Treasury Notes 0.125%

4.71 5.3 Mil
Government

United States Treasury Notes 2.375%

4.70 5.3 Mil
Government

United States Treasury Notes 0.875%

4.59 5.1 Mil
Government

United States Treasury Notes 1.625%

4.47 5.0 Mil
Government

United States Treasury Notes 0.125%

4.44 5.0 Mil
Government

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