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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
10/02/2025: 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 8.23% | Avg. Invested days 73 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/02/2025 |
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
The PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ) seeks to track the performance of the ICE BofA Broad U.S. Treasury Inflation Protected Securities 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 long track record.
Management Expertise
PIMCO has extensive experience in managing fixed income portfolios, including inflation-protected securities.
Investment Objective
Goal
To track the performance of the ICE BofA Broad U.S. Treasury Inflation Protected Securities Index.
Investment Approach and Strategy
Strategy: The ETF employs a passive management strategy, seeking to replicate the index by investing in its component securities.
Composition The ETF holds U.S. Treasury Inflation Protected Securities (TIPS).
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): 57450000
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 competitive. TIPZ offers targeted exposure to longer-duration TIPS, while competitors like TIP and SCHP offer broader TIPS exposure and lower expense ratios, respectively. BND holds a broad range of US bonds.
Financial Performance
Historical Performance: Historical performance data is available from PIMCO and financial websites. Consult a financial professional or review fund literature to view past performance data.
Benchmark Comparison: The ETF's performance should be compared to the ICE BofA Broad U.S. Treasury Inflation Protected Securities Index to assess tracking effectiveness. Consult a financial professional or review fund literature to view benchmark data.
Expense Ratio: 0.2
Liquidity
Average Trading Volume
TIPZ's average trading volume influences the ease of buying and selling shares, affecting potential price impact and execution speed.
Bid-Ask Spread
The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, impacting the cost of trading TIPZ.
Market Dynamics
Market Environment Factors
Economic indicators such as inflation rates, interest rate movements, and investor sentiment toward inflation influence TIPZ's performance.
Growth Trajectory
TIPZ's growth trends depend on investor demand for inflation protection and the fund's ability to accurately track its benchmark. No changes to strategy or holdings were observed.
Moat and Competitive Advantages
Competitive Edge
PIMCO's strong reputation and expertise in fixed income investing are a key advantage. TIPZ provides targeted exposure to a specific segment of the TIPS market, specifically longer-duration securities. This targeted focus allows investors to fine-tune their inflation hedging strategy. However, it may have less diversification than broader TIPS ETFs. PIMCO's established relationships in the bond market provide access to favorable trading conditions.
Risk Analysis
Volatility
TIPZ's volatility depends on interest rate sensitivity and inflation expectations. Historical data should be consulted.
Market Risk
Market risk includes interest rate risk, inflation risk, and credit risk (although minimal due to U.S. Treasury backing).
Investor Profile
Ideal Investor Profile
Investors seeking to hedge against inflation and diversify their fixed income portfolio would be suited to invest in TIPZ.
Market Risk
TIPZ is suitable for long-term investors seeking inflation protection and who understand the risks of fixed income investments. It is not suitable for active traders or short-term investors.
Summary
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ) offers exposure to U.S. Treasury Inflation Protected Securities, aiming to track the ICE BofA Broad U.S. Treasury Inflation Protected Securities Index. Its investment objective is to hedge against inflation risk. PIMCO's expertise in fixed income and targeted exposure to the longer duration TIPS market is a key differentiating factor. Investors should consider the interest rate sensitivity and inflation expectations when making investment decisions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- PIMCO Website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and the advice of a qualified 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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