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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
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 6.67% | Avg. Invested days 66 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.87 | 52 Weeks Range 50.27 - 53.57 | Updated Date 06/29/2025 |
52 Weeks Range 50.27 - 53.57 | Updated Date 06/29/2025 |
Upturn AI SWOT
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
ETF Overview
Overview
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. Its primary focus is on providing inflation protection through investing in Treasury Inflation-Protected Securities (TIPS).
Reputation and Reliability
PIMCO is a well-established and reputable investment management firm known for its expertise in fixed-income investments.
Management Expertise
PIMCO has a highly experienced management team with significant expertise in fixed-income and inflation-protected securities.
Investment Objective
Goal
The fund seeks to track the investment results of an index composed of inflation-protected U.S. Treasury securities.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the BofA Merrill Lynch US Inflation-Linked Treasury Index.
Composition The ETF holds a portfolio of U.S. Treasury Inflation-Protected Securities (TIPS) with varying maturities.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 41660000
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 dominated by a few major players. TIPZ's advantage lies in PIMCO's expertise in fixed income. Disadvantages may include a higher expense ratio compared to some competitors. The competitive landscape is characterized by expense ratios, tracking error, and AUM.
Financial Performance
Historical Performance: Historical performance data for TIPZ is unavailable, but should be compared to the underlying index and other TIPS ETFs to measure performance.
Benchmark Comparison: The ETF's performance should be compared against the BofA Merrill Lynch US Inflation-Linked Treasury Index to assess tracking effectiveness.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
The average trading volume provides an idea about ease of buying and selling shares of TIPZ.
Bid-Ask Spread
The bid-ask spread shows the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept.
Market Dynamics
Market Environment Factors
Economic indicators like inflation rates, interest rate policies, and Treasury yield movements influence the performance of TIPZ. Government fiscal policies and global economic conditions also affect TIPZ.
Growth Trajectory
Growth trends depend on inflation expectations and investor demand for inflation-protected assets. Changes in strategy and holdings are minimal, focusing on index replication.
Moat and Competitive Advantages
Competitive Edge
TIPZ benefits from PIMCO's strong reputation and expertise in fixed-income management. Its focused investment in U.S. TIPS offers investors a pure-play exposure to inflation-protected securities. This specialized focus, combined with PIMCO's active management approach within the index-tracking framework, may provide a slight edge. However, the fund's competitive advantage is primarily tied to PIMCO's brand and expertise.
Risk Analysis
Volatility
Historical volatility depends on interest rate volatility and inflation expectations. Fluctuations in inflation can cause volatility.
Market Risk
Specific risks include interest rate risk (inverse relationship between bond prices and interest rates), inflation risk (sensitivity to changing inflation expectations), and credit risk (though minimal for U.S. Treasury securities).
Investor Profile
Ideal Investor Profile
The ideal investor is seeking inflation protection, diversification within a fixed-income portfolio, and is comfortable with the risks associated with bond investments.
Market Risk
TIPZ is best suited for long-term investors seeking inflation protection and is also suitable for passive index followers.
Summary
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ) offers exposure to U.S. Treasury Inflation-Protected Securities. The fund is managed by PIMCO, a reputable fixed-income manager. Its performance depends on inflation rates and interest rate policies. TIPZ is best suited for long-term investors seeking inflation protection. However, Investors should consider expense ratio before investing in TIPZ and compare it against other competing ETFs.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market data can change rapidly. Consult a financial professional before making 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 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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