TIPANorthern Trust 2030 Inflation-Linked Distributing Ladder ETF

Get income Beat inflationNewRanked #87 of 114 in this goal

The Fund seeks to provide periodic inflation-linked distributions through U.S. Treasury Inflation Protected Securities.

By Northern Trust · Launched 2025

Annual Cost

0.00%

#10 of 5,562 · low cost

Fund Size

$18M

#4,418 of 5,562 · small

Dividend YieldGoal

—

Track Record

10 months

#4,679 of 5,562 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,194+1.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

What it actually holds

By weight

Concentration

Top 5 holdings = 99.6% of fundconcentrated

United States of America

21.2%

United States of America

20.9%

United States of America

19.6%

United States of America

19.4%

United States of America

18.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

N/A

Max drawdown

-0.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: The Fund seeks to provide periodic inflation-linked distributions through U.S. Treasury Inflation Protected Securities.
Strategy: Employs a laddered bond strategy by investing in TIPS with different maturity dates through 2030, providing periodic distributions to shareholders in the form of income and/or principal.
Inception date: August 18, 2025
Fund family: Northern Trust