STPZ

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

$53.87

+0.00%

Market closed. Last update: 12:27 PM ET

📎 Investment Objective

The PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (STPZ) seeks to provide investment results that correspond generally to the price and yield performance of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index.

Overview

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

Category Treasury

Issuer Other

Inception Date 2009-08-21

Market Cap $448.2M

Average Volume N/A

Dividend Yield 3.14%

52-Week Range $52.19 - $54.48

VWAP $53.87

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

🎯 Investment Strategy

The fund invests at least 80% of its assets in the component securities of the underlying index, which is designed to measure the performance of the short-to-intermediate maturity subset of the U.S. Treasury Inflation-Protected Securities (TIPS) market. The fund may invest the remainder of its assets in other TIPS or cash equivalents.

✨ Key Features

Exposure to short-to-intermediate maturity U.S. TIPS
Seeks to track the performance of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index
Low expense ratio of 0.00%
Relatively low duration risk compared to longer-term TIPS funds

⚠️ Primary Risks

Interest rate risk: The value of TIPS may decline when interest rates rise
Inflation risk: If realized inflation is lower than expected, TIPS may underperform nominal Treasuries
Tracking error risk: The fund may not perfectly track its underlying index
Liquidity risk: TIPS may have lower liquidity than nominal Treasuries

👤 Best For

This ETF may be suitable for investors seeking short-to-intermediate term exposure to U.S. TIPS as a hedge against inflation. It may be appropriate as a core fixed income holding or as a complement to a broader portfolio. Investors with a low to moderate risk tolerance and a time horizon of 3-5 years may find this fund appropriate.