- What does PPQZX invest in?
- The fund is intended for investors seeking professional management of a comprehensive asset allocation strategy for retirement savings. It may invest in Institutional Class or Class M shares of any funds of the PIMCO Equity Series (the "Trust") and PIMCO Funds, and in other affiliated funds, including funds of PIMCO ETF Trust, except funds of funds and Underlying PIMCO Funds, and unaffiliated funds that are registered under the 1940 Act.
- What is the expense ratio of PPQZX?
- PIMCO RealPath Blend 2050 Fund Class Institutional (PPQZX) charges an expense ratio of 0.21%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PPQZX?
- PIMCO RealPath Blend 2050 Fund Class Institutional (PPQZX) manages $584.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PPQZX actively managed or an index fund?
- PPQZX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was PPQZX launched?
- PIMCO RealPath Blend 2050 Fund Class Institutional (PPQZX) launched in December 2014 and is managed by PIMCO.
- How has PPQZX performed?
- PPQZX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
