PIMCO TRENDS Managed Futures Strategy Fund Cl A (PQTAX) Research

This fund aims to generate positive, risk-adjusted returns through prudent investment management. It employs a systematic, quantitative trading strategy designed to capitalize on sustained price trends, both upward and downward, observed across global financial markets and commodities. Under typical market conditions, the fund allocates its assets to derivative instruments tied to a diverse range of underlying categories, including interest rates, currencies, mortgage-backed securities, credit products, various commodities (both individual and indexed), equity market indices, and volatility-related instruments. Additionally, it maintains the option to invest directly in mortgage-backed and other asset-backed securities.

Market snapshot

Symbol
PQTAX
Price
$10.83
Day change
+0.84%
Market cap
$1.5B
52-week range
9.16-11.15
Sector
Financial Services
Industry
Asset Management

Peer companies

  • BlackRock Health Sciences Trust II (BMEZ)
  • Federated Hermes International Leaders Fund Class A Shares (FGFAX)
  • Federated Hermes International Leaders Fund Class R (FGFRX)
  • Fidelity Advisor Dividend Growth Z (FZADX)
  • PIMCO TRENDS Managed Futures Strategy Fund Institutional Cl (PQTIX)
  • Federated Hermes MDT Small Cap Core Fund Class A (QASCX)
  • Federated Hermes MDT Small Cap Core Fund Class R6 (QLSCX)
  • Schwab Target 2030 Index Fund Institutional Shares (SWYEX)

Open PIMCO TRENDS Managed Futures Strategy Fund Cl A (PQTAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.