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Upturn AI SWOT - About
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF)
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Upturn Advisory Summary
04/01/2025: TDTF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
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 -0.86% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 171559 | Beta 0.78 | 52 Weeks Range 22.32 - 24.27 | Updated Date 04/2/2025 |
52 Weeks Range 22.32 - 24.27 | Updated Date 04/2/2025 |
Upturn AI SWOT
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
ETF Overview
Overview
The FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) seeks investment results that correspond generally to the price and yield performance of the iBoxxu00ae 5-Year Target Duration TIPS Index. It focuses on inflation-protected securities with a specific target duration.
Reputation and Reliability
Northern Trust is a well-established and reputable asset manager with a long history of providing investment solutions.
Management Expertise
Northern Trust has experienced portfolio managers and research teams dedicated to fixed-income strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the iBoxx 5-Year Target Duration TIPS Index.
Investment Approach and Strategy
Strategy: The fund seeks to track the iBoxx 5-Year Target Duration TIPS Index, which measures the performance of inflation-protected public obligations of the U.S. Treasury with a targeted duration of 5 years.
Composition The ETF holds a portfolio of Treasury Inflation-Protected Securities (TIPS).
Market Position
Market Share: TDTF's market share in the target duration TIPS ETF segment is moderate, with several competitors holding larger positions.
Total Net Assets (AUM): 488580800
Competitors
Key Competitors
- iShares TIPS Bond ETF (TIP)
- Vanguard Short-Term Inflation-Protected Securities ETF (VTIP)
- Schwab U.S. TIPS ETF (SCHP)
Competitive Landscape
The target duration TIPS ETF market is competitive, with larger, more liquid ETFs like TIP and VTIP dominating market share. TDTF offers a specific target duration approach, which can be an advantage for investors seeking precise duration control but may be less attractive to those prioritizing liquidity or lower expense ratios. TDTF's smaller AUM can lead to wider bid-ask spreads than its larger competitors.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers; varies based on the period assessed.
Benchmark Comparison: Performance tracks the iBoxx 5-Year Target Duration TIPS Index; deviations are primarily due to fees and expenses.
Expense Ratio: 0.19
Liquidity
Average Trading Volume
The average trading volume for TDTF is moderate, reflecting its relatively smaller AUM compared to larger TIPS ETFs.
Bid-Ask Spread
The bid-ask spread for TDTF is generally wider than that of larger TIPS ETFs, which reflects the fund's lower trading volume.
Market Dynamics
Market Environment Factors
TDTF's performance is influenced by inflation expectations, interest rate movements, and the supply and demand for TIPS. Economic growth and monetary policy also play significant roles.
Growth Trajectory
Growth depends on investor demand for inflation protection and the fund's ability to attract assets. Changes in the fund's strategy or holdings are not publicly available.
Moat and Competitive Advantages
Competitive Edge
TDTF's competitive advantage lies in its precise target duration of 5 years, which caters to investors seeking specific duration exposure. It's designed to protect against inflation by investing in Treasury Inflation-Protected Securities. The focus on maintaining a 5 year duration is beneficial to investors who want to align duration to a certain investment strategy or future cash flows. Furthermore, Northern Trustu2019s investment expertise adds additional value.
Risk Analysis
Volatility
TDTF's volatility is generally lower than that of broad market equity ETFs, reflecting the stability of fixed-income securities, but it is still subject to interest rate risk and inflation risk.
Market Risk
Market risk includes interest rate risk (rising rates can decrease the value of TIPS), inflation risk (unexpectedly low inflation can reduce the inflation adjustment), and liquidity risk (particularly during periods of market stress).
Investor Profile
Ideal Investor Profile
The ideal investor is seeking inflation protection and desires a specific duration target in their fixed-income portfolio. Investors with a long term investment strategy and view that inflation will erode the value of cash or other investments.
Market Risk
TDTF is suitable for long-term investors seeking inflation protection and precise duration control, rather than active traders seeking short-term gains.
Summary
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) provides exposure to Treasury Inflation-Protected Securities with a targeted 5-year duration. It's managed by Northern Trust and aims to track the iBoxx 5-Year Target Duration TIPS Index. TDTF is best suited for long-term investors looking for inflation protection with specific duration management, though investors should be aware of its relatively smaller size compared to its competitors. The ETF is subject to interest rate and inflation risks, so investors must understand these dynamics.
Similar Companies
LTPZ
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
LTPZ
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
SCHP
Schwab U.S. TIPS ETF
SCHP
Schwab U.S. TIPS ETF
TIP
iShares TIPS Bond ETF
TIP
iShares TIPS Bond ETF
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
VTIP
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- FlexShares Website
- iBoxx Website
- Morningstar
- Bloomberg
- ETFdb.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a financial professional. Market share estimates are based on available data and may not be precise.
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 FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The underlying index reflects the performance of a selection of inflation protected public obligations of the U.S. treasury, commonly known as TIPS, with a targeted average modified adjusted duration, as defined by the S&P Dow Jones Indices LLC as the index provider, of approximately five years. Under normal circumstances, the fund will invest at least 80% of its total assets (exclusive of collateral held from securities lending) in the securities of the underlying index.
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