iShares:Lehm TIPS (TIP)
| Price | Change | Change % | 52wk High | 52wk Low |
| $94.05 | -3.29 | -3.38% | $112.11 | $91.36 |
| Fund Overview | Investment Policy | ||
|---|---|---|---|
| NYSE Ticker Symbol | TIP | The Fund seeks to replicate the Lehman Brothers U.S. Treasury Inflation Notes Index. In order to achieve its objective, the fund will us a passive indexing approach.The Fund seeks capital appreciation. Fidelity Management & Research may buy "growth" stocks or "value" stocks or a combination of both. They rely on fundamental analysis of each issuer and its potential for success in light of its current financial condition, its industry position, and economic and market conditions. | |
| Inception Date | 12/04/2003 | ||
| Asset Type | Equity Funds | ||
| Yield-30 Day (%) | 0.00 | ||
| Yield-12 Months (%) | 7.06 | ||
| Total Net Assets ($M) | 97.34 | ||
| Fund Manager | Sterne/Handa/Pierre | ||
| Fund Manager Tenure | 2003 | ||
| Risk Profile | Management Company | |
|---|---|---|
| Alpha | 0.34 |
BARCLAYS GLOBAL FUND ADVISORS 400 Howard Street San Francisco, San Francisco 94105 800-474-2737 |
| Beta | -0.08 | |
| R-Squared | 0.03 | |
| Standard Deviation | 1.55 | |
| Performance Overview | Growth of 10K |
|---|---|
| Performance History | |||
|---|---|---|---|
| Company Name | Fund Return | Peer Group Avg. | S&P 500 |
| 1 Week | -5.04% | -5.16% | -18.17% |
| 4 Week | -7.05% | -7.69% | -28.09% |
| 13 Week | -7.91% | -8.71% | -27.13% |
| YTD | -2.78% | -4.45% | -37.94% |
| 1 Year | 2.63% | 0.13% | -41.48% |
| 3 Year (Annualized) | 3.13% | 1.90% | -7.51% |
| 5 Year (Annualized) | NS% | 3.44% | -1.48% |
| 10 Year (Annualized) | NS% | 5.75% | 0.29% |
| Sector Allocations |
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| Top 10 Holdings | ||||
|---|---|---|---|---|
| Company Name | # of Shares | Market Value | % of Holdings | |
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