TIPSX Mutual Fund

TIPSX Mutual Fund

NAV$9.29
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Showing top 46 of 46 holdings · as of Mar 31, 2026
TIPSX holdings, by weight
#TickerNameWeightCumulativeMkt valueSectorIndustry
1DebtTreasury (Cpi) Note 1.88% Jul 15, 2035
4.22%
4.2%$40.9K--
2Tsy Infl Ix N/B 01/35 2.125Financials · Capital Markets
4.15%
8.4%$40.3KFinancialsCapital Markets
Sector and industry · Pro
3DebtTreasury (Cpi) Note 1.88% Jul 15, 2034
3.91%
12.3%$38.0K
4DebtUnited States Treasury Inflati
3.73%
16.0%$36.2K
5DebtTreasury (Cpi) Note 1.13% Oct 15, 2030 1.13 2030-10-15
3.54%
19.6%$34.4K
6DebtU.S. Treasury Inflation Index 1.63%, 04/15/30
3.51%
23.1%$34.1K
7Tsy Infl Ix N/B 01/33 1.125
3.49%
26.6%$33.9K
8DebtUnited States Treasury Inflation Indexed Bonds 1.38% 15Jul2033
3.46%
30.0%$33.6K
9United 0.625% 07/32
3.45%
33.5%$33.5K
10Tsy Infl Ix N/B 1.63% 15Oct2029
3.41%
36.9%$33.1K
11DebtTreasury (Cpi) Note 2.38% Oct 15, 2028
3.27%
40.1%$31.8K
12DebtTreasury (Cpi) Note 0.13% Jan 15, 2032
3.25%
43.4%$31.5K
13DebtUnited States Treasury Inflation Indexed Bonds - When Issued 1.63% 15Oct2027
3.16%
46.6%$30.7K
14DebtTreasury (Cpi) Note 0.13% Apr 15, 2027
3.09%
49.6%$30.0K
15DebtU.S. Treasury Inflation Indexed Note, 1.25%, Due 04/15/2028
3.08%
52.7%$29.9K
16Us Treas-Cpi Inflat - 0.13% (15/07/2031)
3.04%
55.8%$29.5K
17DebtUs Tips
3.00%
58.8%$29.1K
18DebtTreasury (Cpi) Note 2.13% Apr 15, 2029
2.97%
61.7%$28.8K
19Tsy Infl Ix N/b 07/30 0.125
2.93%
64.7%$28.5K
20DebtUnited States Treasury Inflation Indexed Bonds
2.79%
67.5%$27.1K
21DebtUnited States Treasury Inflation Indexed Bonds
2.75%
70.2%$26.7K
22Tsy Infl Ix N/b 01/30 0.125
2.68%
72.9%$26.0K
23DebtUnited States Treasury Inflation Indexed Bonds
2.44%
75.3%$23.6K
24DebtU.S. Treasury Inflation-Indexed Bond, 0.25%, Due 07/15/2029
2.42%
77.7%$23.5K
25Tsy Infl Ix N/b 01/29 0.875
2.09%
79.8%$20.3K
26DebtUnited States Treasury Inflation Indexed Bonds
1.47%
81.3%$14.3K
27DebtUnited States Treasury Inflation Indexed Bonds
1.35%
82.7%$13.1K
28DebtUs Treasury Inflation Indexed Bonds
1.31%
84.0%$12.7K
29DebtUnited States Treasury Inflation Indexed Bonds
1.24%
85.2%$12.1K
30DebtUnited States Treasury Inflation Indexed Bonds
1.18%
86.4%$11.5K
31DebtTreasury (Cpi) Note 2.38% Feb 15, 2055
1.15%
87.5%$11.2K
32DebtUs Treasury Inflation Indexed Bonds
1.14%
88.7%$11.1K
33DebtUnited States Treasury Inflation Indexed Bonds
1.12%
89.8%$10.8K
34Tsy Infl Ix N/B 2.13% 15Feb2054
1.11%
90.9%$10.8K
35DebtUnited States Treasury 1.50% 02-15-2053 Inflation Indexed 1.5 2053-02-15
0.96%
91.9%$9.3K
36DebtUnited States Treasury Inflation Indexed Bonds
0.92%
92.8%$8.9K
37DebtUnited States Treasury Inflation Indexed Bonds
0.88%
93.7%$8.5K
38DebtU.S. Tips 0-7/
0.81%
94.5%$7.8K
39Tsy Infl Ix N/B 02/52 0.125 0.125% 2052-02-15
0.71%
95.2%$6.9K
40DebtU.S. Treasury Inflation-Indexed Bond, 1.00%, Due 02/15/2046
0.69%
95.9%$6.7K
41DebtUnited States Treasury Inflation Indexed Bonds
0.66%
96.5%$6.4K
42Tsy Infl Ix N/b 02/40 2.125
0.62%
97.2%$6.0K
43Tsy Infl Ix N/B 02/51 0.125
0.61%
97.8%$5.9K
44Tsy Infl Ix N/b 02/48 1
0.59%
98.4%$5.8K
45DebtUnited States Treasury Inflation Indexed Bonds
0.54%
98.9%$5.3K
46DebtUnited States Treasury Inflation Indexed Bonds
0.53%
99.4%$5.1K
Not reported for this fund: shares, share changes.
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TIPSX Mutual Fund All Holdings

TIPSX holdings total 46 positions. The top 10 holdings account for 36.9% of the fund, led by Treasury (Cpi) Note 1.88% Jul 15, 2035 at 4.2%, Tsy Infl Ix N/B 01/35 2.125 at 4.2%, Treasury (Cpi) Note 1.88% Jul 15, 2034 at 3.9%.

TIPSX portfolio concentration is moderate, with the top 10 representing 36.9% of total assets. The largest sector exposure is Financials at 91.7%.

TIPSX sectors provide a detailed breakdown. TIPSX overlap shows how holdings compare to other funds in your portfolio.