STPZ : PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund

STPZ is a Bond Market Government Bond with MODERATE fees.

STPZ

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund

FI Score

66 /100

Expense Ratio Rating

8 /10

Expense Rating

8 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

66% FI Score
  • stpz
  • ETF
  • Bond
  • Government Bond

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund

Expenses: 0.20% (Better than 1% of similar funds)

This is an OK choice for a Government Bond Bond fund. See why ยป

Fund Summary

The investment seeks to provide total return that closely corresponds, before fees and expenses, to the total return of the ICE BofAML 1-5 Year US Inflation-Linked Treasury Index. The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of the ICE BofAML 1-5 Year US 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 1 year and less than 5 years.

Largest Holdings

Amount Holding
9.35% United States Treasury Notes 0.38%
8.16% United States Treasury Notes 0.62%
6.82% United States Treasury Notes 0.12%
6.56% United States Treasury Notes 0.5%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo