- What does PQTIX invest in?
- The fund aims to achieve favorable, risk-adjusted financial gains, always adhering to responsible investment practices. It accomplishes this through a quantitative trading strategy designed to capitalize on persistent upward or downward price movements observed across global financial markets and various commodities. Under normal conditions, the portfolio will predominantly comprise derivative instruments linked to interest rates, foreign currencies, mortgage obligations, credit, diverse commodities (including individual items and broad indices), equity market performance indicators, and instruments tracking market volatility. Additionally, the fund may directly acquire securities backed by mortgages and other asset types.
- What is the expense ratio of PQTIX?
- PIMCO TRENDS Managed Futures Strategy Fund Institutional Cl (PQTIX) charges an expense ratio of 2.36%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PQTIX?
- PIMCO TRENDS Managed Futures Strategy Fund Institutional Cl (PQTIX) manages $1.81B 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 PQTIX actively managed or an index fund?
- PQTIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was PQTIX launched?
- PIMCO TRENDS Managed Futures Strategy Fund Institutional Cl (PQTIX) launched in January 2014 and is managed by PIMCO.
- How has PQTIX performed?
- PQTIX'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.
