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Upturn AI SWOT - About
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ)
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Upturn Advisory Summary
04/01/2025: TIPZ (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 -1.24% | Avg. Invested days 48 | 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) 33919 | Beta 0.84 | 52 Weeks Range 49.93 - 53.99 | Updated Date 04/2/2025 |
52 Weeks Range 49.93 - 53.99 | Updated Date 04/2/2025 |
Upturn AI SWOT
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
ETF Overview
Overview
The PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ) seeks to track the performance of the BofA Merrill Lynch US Inflation-Linked Treasury Index, which comprises inflation-protected securities issued by the U.S. Treasury.
Reputation and Reliability
PIMCO is a well-regarded fixed-income investment manager with a strong track record.
Management Expertise
PIMCO has extensive experience and expertise in managing fixed-income portfolios, including TIPS.
Investment Objective
Goal
To track the performance of the BofA Merrill Lynch US Inflation-Linked Treasury Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the index by investing in U.S. Treasury Inflation-Protected Securities (TIPS).
Composition The ETF holds a portfolio of U.S. Treasury Inflation-Protected Securities (TIPS) with varying maturities.
Market Position
Market Share: Data unavailable to calculate market share relative to all TIPS ETFs.
Total Net Assets (AUM): 124440000
Competitors
Key Competitors
- iShares TIPS Bond ETF (TIP)
- Schwab U.S. TIPS ETF (SCHP)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The TIPS ETF market is dominated by a few large players. TIPZ offers a slightly different weighting methodology than TIP, which may appeal to some investors. TIPZ is significantly smaller in AUM compared to its main competitors.
Financial Performance
Historical Performance: Historical performance data requires real-time market data and is not feasible to provide in this format. Please refer to financial data providers for specific historical returns.
Benchmark Comparison: Benchmark comparison requires real-time data and depends on the tracking error. Please refer to financial data providers for specific tracking error data.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF's average trading volume indicates moderate liquidity, potentially impacting execution costs for large trades.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading; a narrower spread indicates higher liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation expectations, interest rate movements, and overall market sentiment significantly influence the performance of TIPS ETFs.
Growth Trajectory
The growth of TIPZ is dependent on investor demand for inflation protection and the relative attractiveness of TIPS compared to other fixed-income assets.
Moat and Competitive Advantages
Competitive Edge
PIMCO's reputation and expertise in fixed-income management provide a competitive edge. The ETF offers investors access to inflation-protected securities managed by a seasoned investment firm. While it faces stiff competition from larger funds, PIMCO's active management capabilities and brand recognition could attract investors seeking specialized TIPS exposure. Its nuanced indexing approach might distinguish it from simpler, passively managed alternatives.
Risk Analysis
Volatility
The volatility of TIPZ is linked to interest rate sensitivity and inflation expectations.
Market Risk
The market risk associated with TIPZ includes interest rate risk, inflation risk (although it aims to mitigate this), and liquidity risk, especially during periods of market stress.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking to protect their portfolio from inflation and who has a moderate risk tolerance and investment horizon.
Market Risk
TIPZ is suitable for long-term investors seeking inflation protection as part of a diversified portfolio.
Summary
The PIMCO Broad U.S. TIPS Index Exchange-Traded Fund provides investors with exposure to U.S. Treasury Inflation-Protected Securities (TIPS). It aims to track the BofA Merrill Lynch US Inflation-Linked Treasury Index. PIMCO's expertise in fixed income offers a potential advantage. However, it faces strong competition from larger, more liquid TIPS ETFs and has relatively small AUM. It's suitable for long-term investors seeking inflation protection.
Similar Companies
- TIP
- SCHP
- VTIP
- IPE
- LTPZ
- SPIP
Sources and Disclaimers
Data Sources:
- PIMCO
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your own due diligence and in consultation with a financial advisor.
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 Broad 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 U.S. Inflation-Linked Treasury Index (the underlying index). The underlying index is an unmanaged index comprised of Treasury Inflation-Protected Securities (TIPS).
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