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Upturn AI SWOT - About
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (LTPZ)
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Upturn Advisory Summary
08/14/2025: LTPZ (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.
Analysis of Past Performance
Type ETF | Historic Profit -1.93% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 2.02 | 52 Weeks Range 48.56 - 57.42 | Updated Date 06/30/2025 |
52 Weeks Range 48.56 - 57.42 | Updated Date 06/30/2025 |
Upturn AI SWOT
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
ETF Overview
Overview
The PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (LTPZ) seeks to track the performance of the BofA Merrill Lynch 15+ Year US Inflation-Linked Treasury Index, focusing on long-term U.S. Treasury Inflation-Protected Securities (TIPS). It aims to provide inflation protection and income through exposure to these government-backed securities.
Reputation and Reliability
PIMCO is a well-regarded and established investment management firm known for its expertise in fixed income investments.
Management Expertise
PIMCO has a strong team of experienced portfolio managers specializing in fixed income markets.
Investment Objective
Goal
Seeks to track the performance of the BofA Merrill Lynch 15+ Year US Inflation-Linked Treasury Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (BofA Merrill Lynch 15+ Year US Inflation-Linked Treasury Index).
Composition Primarily holds U.S. Treasury Inflation-Protected Securities (TIPS) with maturities of 15 years or more.
Market Position
Market Share: Insufficient data to provide an accurate market share.
Total Net Assets (AUM): 795000000
Competitors
Key Competitors
- iShares TIPS Bond ETF (TIP)
- Vanguard Total Bond Market ETF (BND)
- Schwab U.S. TIPS ETF (SCHP)
Competitive Landscape
The TIPS ETF market is competitive, with several established players. LTPZ distinguishes itself with its focus on the 15+ year maturity segment, offering potentially higher duration and inflation sensitivity. However, this can also lead to higher volatility. Competitors like TIP offer broader TIPS exposure, while BND includes a wider range of bonds.
Financial Performance
Historical Performance: Historical performance data not available in this format.
Benchmark Comparison: Benchmark comparison data not available in this format.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The ETF exhibits moderate liquidity, allowing investors to buy and sell shares efficiently under normal market conditions.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions, but is generally tight, reflecting sufficient liquidity.
Market Dynamics
Market Environment Factors
Economic indicators like inflation expectations, interest rate movements, and fiscal policy influence LTPZ's performance. Sector growth prospects are tied to the demand for inflation protection, and current market conditions impact bond yields and valuations.
Growth Trajectory
The growth trajectory of LTPZ depends on investor demand for inflation protection and the overall macroeconomic environment. Changes to strategy would be driven by shifts in the index it tracks.
Moat and Competitive Advantages
Competitive Edge
LTPZ's advantage lies in its focus on the long-term segment of the TIPS market, appealing to investors seeking higher duration and inflation sensitivity. PIMCO's expertise in fixed income management further strengthens its appeal. However, this focus also concentrates risk, making it more susceptible to interest rate fluctuations. The fund may also be attractive to investors looking to match long-term liabilities with inflation-protected assets.
Risk Analysis
Volatility
LTPZ's volatility is influenced by interest rate sensitivity and inflation expectations.
Market Risk
Market risk includes interest rate risk, inflation risk, and credit risk (although minimal with U.S. Treasury securities).
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking long-term inflation protection and income, comfortable with interest rate risk and potential volatility.
Market Risk
LTPZ is more suitable for long-term investors seeking inflation protection and income.
Summary
The PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (LTPZ) tracks the BofA Merrill Lynch 15+ Year US Inflation-Linked Treasury Index, focusing on long-term U.S. TIPS. It provides inflation protection, and income, but is sensitive to interest rate risk. PIMCO's fixed income expertise supports its management. It is a suitable choice for long-term investors seeking to hedge against inflation with U.S. government-backed securities, acknowledging the higher volatility associated with longer maturities. Investors should be comfortable with interest rate risk.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, affecting the performance of the ETF. Consult with a 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
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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