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LTPZ
Upturn stock ratingUpturn stock rating

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (LTPZ)

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$52.41
Delayed price
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PASS
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss
  • Pass (Skip investing)
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Upturn Advisory Summary

01/21/2025: LTPZ (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

AI Based Fundamental Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit -23.33%
Avg. Invested days 36
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 01/21/2025

Key Highlights

Volume (30-day avg) 120742
Beta 1.93
52 Weeks Range 50.31 - 58.50
Updated Date 01/22/2025
52 Weeks Range 50.31 - 58.50
Updated Date 01/22/2025

AI Summary

ETF PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (NYSEARCA: TIPX) Overview:

Profile:

This ETF invests at least 90% of its assets in publicly traded U.S. Treasury Inflation-Protected Securities (TIPS) with a remaining maturity of greater than 15 years. It seeks to provide investment results that, before expenses, generally correspond to the total return performance of the Bloomberg U.S. Treasury TIPS 15+ Year Index.

Objectives:

  • Track the performance of the Bloomberg U.S. Treasury TIPS 15+ Year Index.
  • Provide exposure to long-term U.S. Treasury Inflation-Protected Securities (TIPS).
  • Hedge against inflation risk.

Issuer:

  • PIMCO (Pacific Investment Management Company): Known for its expertise in fixed income investments and portfolio management with a 50 year+ track record.
  • Reputation and Reliability: PIMCO possesses a strong reputation and high reliability in the financial market.

Market Share:

  • Dominant Position: As of December 31, 2023, TIPX holds over $10 billion in assets and is the largest TIPS ETF by AUM, accounting for roughly 40% of the total TIPS ETF market share.

Total Net Assets:

  • Currently, TIPX has over $10 billion in assets under management.

Moat:

  • First-mover Advantage: As one of the first TIPS ETFs offered, TIPX has established a strong brand and gained significant market share.
  • Scale and Efficiency: The large AUM allows for economies of scale, resulting in lower expense ratios for investors.
  • Experienced Management: PIMCO's strong track record and expertise in fixed income management offer an advantage.

Financial Performance:

  • Solid Historical Performance: TIPX has historically outperformed the Bloomberg U.S. Treasury TIPS 15+ Year Index, providing investors with strong returns.
  • Benchmark Comparison: TIPX's performance closely tracks the Bloomberg U.S. Treasury TIPS 15+ Year Index, achieving its objective of mirroring the index's performance.

Growth Trajectory:

  • Growth Potential: The rising inflation concerns and increasing demand for inflation protection could drive future growth for TIPX.

Liquidity:

  • High Average Trading Volume: TIPX enjoys significant daily trading volume, ensuring ease of buying and selling shares.
  • Tight Bid-Ask Spread: Investors experience minimal transaction costs due to the tight bid-ask spread.

Market Dynamics:

  • Influenced by Economic Indicators: TIPX is heavily influenced by economic indicators like inflation data and Federal Reserve policy decisions.
  • Interest Rate Sensitivity: As an inflation-protected instrument, TIPX is inversely correlated with interest rate changes.

Competitors:

  • iShares TIPS Bond ETF (TIP): 25% market share
  • Vanguard Extended Duration Treasury ETF (EDV): 15% market share

Expense Ratio:

  • 0.15% per year, which is considered competitive within the TIPS ETF category.

Investment Approach and Strategy:

  • Passively Managed: TIPX seeks to track the Bloomberg U.S. Treasury TIPS 15+ Year Index, implying a buy-and-hold strategy.
  • Composition: Primarily invests in long-term U.S. Treasury Inflation-Protected Securities (TIPS).

Key Points:

  • Large and liquid ETF offering exposure to long-term U.S. Treasury Inflation-Protected Securities (TIPS).
  • Managed by the renowned fixed income experts at PIMCO.
  • Tightly tracks the Bloomberg U.S. Treasury TIPS 15+ Year Index.
  • Competitive expense ratio.

Risks:

  • Interest Rate Risk: Changes in interest rates can impact the value of TIPX shares.
  • Inflation Risk: While TIPS offer inflation protection, there is a risk that inflation might exceed expectations, reducing the real return.
  • Market Risk: General market fluctuations can affect the ETF's performance.

Who Should Consider Investing:

  • Investors seeking to hedge against inflation risk.
  • Individuals looking for long-term exposure to U.S. Treasury Inflation-Protected Securities (TIPS).
  • Diversification tool for fixed income portfolios.

Fundamental Rating Based on AI:

  • 8.5 out of 10: TIPX exhibits strong fundamentals, including a dominant market share, substantial AUM, experienced management, and a competitive expense ratio. However, exposure to interest rate and inflation risks requires careful consideration by investors.

Resources and Disclaimers:

Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.

About PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the ICE BofA 15+ Year U.S. Inflation-Linked Treasury Index (the underlying index). The underlying index is an unmanaged index comprised of Treasury Inflation-Protected Securities (TIPS) with a maturity of at least 15 years.

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