The issuer of the fund described is Pacific Investment Management Company LLC (PIMCO), which manages the STPZ fund. PIMCO seeks to closely track the ICE BofA 1-5 Year US Inflation-Linked Treasury Index by investing primarily in component securities of the index, such as Treasury Inflation-Protected Securities (TIPS) with 1 to 5 years remaining maturity. The fund aims to achieve income from investments and capital appreciation, with a focus on inflation-linked bonds.
The STPZ Fund aims to provide consistent income through investments in Treasury Inflation-Protected Securities (TIPS) with maturities between 1 to 5 years, as outlined in the ICE BofA 1-5 Year US Inflation-Linked Treasury Index. With a focus on these bonds, the Fund targets dividends supported by the U.S. Treasury's full faith and credit, linked to official inflation measurements, offering investors a combination of income and potential capital appreciation.
The STPZ fund aims to closely track the ICE BofA 1-5 Year US Inflation-Linked Treasury Index by investing at least 80% of its assets in the index's component securities. The fund may also invest in other fixed income instruments and utilize derivatives for tracking purposes. Through an indexing approach, the fund seeks to mirror the performance of its underlying index while managing risks associated with active management.
The STPZ fund aims to maintain at least 80% of its assets in component securities of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index. The fund's investment strategy involves using a representative sampling approach, potentially leading to slight tracking differences compared to the index. It may also employ derivatives and fixed income instruments to achieve its objective, emphasizing income and capital appreciation through exposure to inflation-linked bonds.
The STPZ fund primarily invests in Treasury Inflation-Protected Securities (TIPS) with maturities ranging from 1 to 5 years. It aims to closely match the performance of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index, which comprises TIPS that are tied to inflation as measured by the Consumer Price Index (CPI). Additionally, the fund may invest a portion of its assets in other fixed income instruments and derivatives, while maintaining a dollar-weighted average portfolio maturity in line with its index.
The STPZ fund aims to achieve its investment objective by primarily investing in component securities of the ICE BofA 1-5 Year US Inflation-Linked Treasury Index, which comprises Treasury Inflation-Protected Securities (TIPS) with maturities of 1 to 5 years. The fund may also invest in non-component fixed income instruments, cash, short-term instruments, and derivatives to closely track the index's average maturity. PIMCO employs a representative sampling strategy, aiming to replicate index exposure without necessarily mirroring its exact composition. The fund's total return objective encompasses income and potential capital appreciation from decreased real interest rates and increased inflation.
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