About PQTIX
PIMCO TRENDS Managed Futures Strategy Fund Institutional Class is an alternative mutual fund designed to deliver positive, risk-adjusted returns through a systematic and quantitative approach. The fund’s primary purpose is to capitalize on persistent price trends—both upward and downward—across a wide array of global financial assets, employing derivative instruments linked to interest rates, currencies, commodities, credit, equity indices, and volatility-related assets. This diversified exposure seeks to provide potential benefits such as diversification and risk mitigation within institutional portfolios, especially during periods when traditional asset classes experience volatility or correlations increase.
As part of the systematic trend category, the fund is notable for its high turnover rate and the use of sophisticated quantitative models to identify and capture price momentum. It holds a sizable portfolio with over a thousand positions and allocates across various sectors, often relying on instruments like futures and swaps rather than direct holdings in equities or bonds. Managed by PIMCO, a leader in global investment management, the fund is typically accessed by institutional investors due to its high minimum investment requirement and is structured to offer low correlation to traditional stock and bond markets, enhancing overall portfolio diversification.
Fund Family PIMCO
Category Systematic Trend
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol PQTIX
Share Class Institutional Class
Index ICE BofA SOFR Overnight Rate TR USD
PQTIX had a total return of 14.93% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.73%.
