iShares Barclays TIPS Bond Fund 529 Portfolio (CITPX)
| Fund Assets | n/a |
| Expense Ratio | 0.04% |
| Min. Investment | n/a |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 12.51 |
| YTD Return | 1.13% |
| 1-Year Return | 5.76% |
| 5-Year Return | 4.87% |
| 52-Week Low | 11.78 |
| 52-Week High | 12.51 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About CITPX
TIPS Bond ETF 529 Portfolio A is a specialized portfolio that invests primarily in exchange-traded funds (ETFs) holding U.S. Treasury Inflation-Protected Securities (TIPS). The primary function of this portfolio is to offer investors exposure to U.S. government bonds that are indexed to inflation, aiming to preserve purchasing power by adjusting principal and interest payments in line with changes in the Consumer Price Index. The portfolio is structured specifically for college savings within a 529 plan framework, making it suitable for investors seeking tax-advantaged, inflation-hedged fixed income options for education funding. It plays an important role in providing stability and potential inflation protection within diversified 529 investment lineups, serving families who want to guard against the impact of rising prices on long-term savings goals. The TIPS Bond ETF 529 Portfolio A appeals to those who prioritize capital preservation and inflation management in the context of education savings accounts.
Performance
CITPX had a total return of 5.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.23%.