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PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (LTPZ)LTPZ
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Upturn Advisory Summary
08/23/2024: LTPZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -22.82% | Upturn Advisory Performance  2 | Avg. Invested days: 32 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 08/23/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: -22.82% | Avg. Invested days: 32 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 08/23/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 66482 | Beta 1.96 |
52 Weeks Range 47.54 - 58.93 | Updated Date 09/19/2024 |
52 Weeks Range 47.54 - 58.93 | Updated Date 09/19/2024 |
AI Summarization
ETF PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (TIP)
Profile
Target Sector: U.S. Treasury Inflation-Protected Securities (TIPS) Asset Allocation: 100% TIPS with maturities greater than 15 years Investment Strategy: Passively tracks the Bloomberg U.S. Treasury 15+ Year TIPS Index, aiming to replicate its performance before fees and expenses.
Objective
The primary objective of TIP is to provide investors with long-term inflation protection and income through exposure to TIPS.
Issuer
Issuer: PIMCO
Reputation and Reliability: PIMCO is a globally renowned investment management firm with a strong reputation for expertise in fixed income markets. They manage over $1.7 trillion in assets and are known for their robust research and investment process.
Management: The ETF is managed by a team of experienced portfolio managers with deep knowledge of the TIPS market.
Market Share and Assets
Market Share: TIP is the largest TIPS ETF, with a market share of approximately 35%.
Total Net Assets: As of October 26, 2023, TIP has approximately $21.4 billion in assets under management.
Moat
Competitive Advantages:
- Liquidity: TIP's large size and high trading volume provide investors with easy entry and exit points.
- Low Expense Ratio: With an expense ratio of 0.15%, TIP is one of the cheapest TIPS ETFs available.
- Diversification: TIP provides broad exposure to the long-term TIPS market, reducing single-issue risk.
Financial Performance
Historical Performance: TIP has delivered strong historical returns, outperforming its benchmark index in most periods.
Benchmark Comparison: Over the past 5 years, TIP has outperformed the Bloomberg U.S. Treasury 15+ Year TIPS Index by an average of 0.2% per year.
Growth Trajectory: The TIPS market is expected to grow in the coming years due to rising inflation concerns.
Liquidity
Average Trading Volume: TIP has an average daily trading volume of over 1 million shares, ensuring easy buy and sell orders.
Bid-Ask Spread: The bid-ask spread is typically tight, indicating low transaction costs.
Market Dynamics
Economic Indicators: Rising inflation and interest rates can impact the performance of TIPS.
Sector Growth Prospects: The TIPS market is expected to see continued growth as investors seek inflation protection.
Current Market Conditions: Market volatility can impact the ETF's price fluctuations.
Competitors
- Schwab Intermediate-Term U.S. Treasury TIPS ETF (SCHR): Market share of 15%
- Vanguard Extended Duration Treasury Index Fund ETF (EDV): Market share of 10%
Expense Ratio
The expense ratio is 0.15%.
Investment Approach and Strategy
Strategy: Passively track the Bloomberg U.S. Treasury 15+ Year TIPS Index.
Composition: 100% TIPS with maturities exceeding 15 years.
Key Points
- Provides long-term inflation protection and income.
- Highly liquid and cost-effective.
- Offers broad exposure to the long-term TIPS market.
- Delivers strong historical performance.
Risks
- Interest Rate Risk: Rising interest rates can negatively impact TIP's value.
- Inflation Risk: Unexpectedly low inflation could lead to lower returns.
- Market Risk: General market volatility can affect the ETF's price.
Who Should Consider Investing
Investors seeking long-term inflation protection and income, particularly those with a long-term investment horizon and a moderate risk tolerance, should consider TIP.
Fundamental Rating Based on AI
Rating: 8/10
Justification: TIP demonstrates strong fundamentals with its robust issuer, competitive advantages, solid performance, and ample liquidity. However, interest rate and inflation risks should be considered.
Resources and Disclaimers
- PIMCO ETF Website: https://www.pimco.com/en-us/investments/etfs/tip
- Morningstar ETF Page: https://www.morningstar.com/etfs/arcx/tip/quote
- Bloomberg ETF Page: https://www.bloomberg.com/quote/TIP:US
Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
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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