TIPZ

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund

$53.41

+0.00%

Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ) seeks to provide investment results that correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Treasury Inflation-Protected Securities (TIPS) Index.

Overview

ETF tracking PIMCO Broad U.S. TIPS Index Exchange-Traded Fund

Category Treasury

Issuer Other

Inception Date 2009-09-04

Market Cap $105.8M

Average Volume N/A

Dividend Yield 3.89%

52-Week Range $51.60 - $54.16

VWAP $53.44

Performance

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Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund invests in a portfolio of inflation-protected U.S. Treasury securities that is designed to track the performance of the Bloomberg Barclays U.S. Treasury Inflation-Protected Securities (TIPS) Index. The fund uses a passive management approach, investing in the same securities included in the index in approximately the same proportions.

✨ Key Features

Provides exposure to a broad portfolio of U.S. Treasury Inflation-Protected Securities (TIPS)
Seeks to track the performance of the Bloomberg Barclays U.S. Treasury Inflation-Protected Securities (TIPS) Index
Utilizes a passive, index-based investment approach
Low expense ratio of 0.00%

⚠️ Primary Risks

Interest rate risk: The value of TIPS may decline when interest rates rise, similar to other fixed-income securities
Inflation risk: If the rate of inflation is lower than expected, the real return on TIPS may be less than anticipated
Tracking error risk: The fund may not perfectly track the performance of its underlying index
Liquidity risk: TIPS may have lower liquidity compared to other fixed-income securities

👤 Best For

This ETF may be suitable for investors seeking exposure to inflation-protected U.S. Treasury securities as a hedge against inflation or as a diversification component within a broader fixed-income portfolio. It may be particularly appealing to investors with a conservative risk tolerance and a long-term investment horizon.