Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
2.69% 1.439B -- 919.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-1.078B 1.39% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks positive, risk-adjusted returns, consistent with prudent investment management. The Fund will invest in derivative instruments linked to interest rates, currencies, mortgages, credit, commodities (including individual commodities and commodity indices), equity indices and volatility-related instruments.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Managed Futures Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Managed Futures Funds
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

Net Fund Flows Versus Peer Group

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 99
-77.95M Peer Group Low
58.91M Peer Group High
1 Year
% Rank: 94
-1.078B
-1.305B Peer Group Low
787.22M Peer Group High
3 Months
% Rank: 91
-364.86M Peer Group Low
415.94M Peer Group High
3 Years
% Rank: 99
-2.706B Peer Group Low
1.134B Peer Group High
6 Months
% Rank: 87
-694.92M Peer Group Low
581.87M Peer Group High
5 Years
% Rank: 11
-1.197B Peer Group Low
1.845B Peer Group High
YTD
% Rank: 94
-1.278B Peer Group Low
720.68M Peer Group High
10 Years
% Rank: 13
-5.963B Peer Group Low
1.883B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
View Performance Versus Peer Group
Start Trial

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
1.19%
1.73%
7.76%
13.56%
10.33%
-5.25%
-4.03%
-0.39%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.69%
-4.97%
-5.23%
0.76%
6.39%
20.05%
-6.89%
-6.51%
-8.18%
-13.22%
7.30%
12.48%
2.54%
34.27%
-11.24%
-4.25%
-12.01%
-14.31%
17.35%
3.76%
0.05%
28.67%
-11.90%
4.80%
2.04%
-8.52%
6.31%
1.25%
1.88%
13.96%
2.88%
-0.25%
3.80%
As of December 05, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 298

Fund Details

Key Dates
Inception Date 5/26/2023
Last Annual Report Date 3/31/2025
Last Prospectus Date 8/1/2025
Share Classes
PQTAX A
PQTIX Inst
PQTNX Other
PQTPX I2
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

As of June 30, 2025.
Type % Net
Cash 16.22%
Stock 0.00%
Bond 13.66%
Convertible 0.00%
Preferred 0.00%
Other 70.11%
View Asset Allocation
Start Trial

Top 10 Holdings

Name % Weight Price % Change
PIMCO Short Asset Portfolio
35.43% -- --
Gold Warehouse Receipts Commodity Future
19.72% -- --
Government National Mortgage Association 2 6%
13.94% -- --
Deutsche Bank Securities Inc Repo
12.77% -- --
PIMCO Short-Term Floating NAV Portfolio III
8.69% -- --
Federal National Mortgage Association 6.5%
7.78% -- --
Fixed Income Clearing Corp Repo
3.46% -- --
Federal National Mortgage Association 6%
3.32% -- --
FNMA-New 07/25/2023 FIX USD Agency (Matured) 2.46% -- --
United States of America USGB 08/07/2025 FIX USD Government (Matured) 1.46% 100.00 0.00%

Fees & Availability

Fees
Actual 12B-1 Fee 1.00%
Actual Management Fee 1.33%
Administration Fee 400.0%
Maximum Front Load --
Maximum Deferred Load 1.00%
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 1000.00 None
Minimum Subsequent Investment 50.00 None

Basic Info

Investment Strategy
The Fund seeks positive, risk-adjusted returns, consistent with prudent investment management. The Fund will invest in derivative instruments linked to interest rates, currencies, mortgages, credit, commodities (including individual commodities and commodity indices), equity indices and volatility-related instruments.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Managed Futures
Peer Group Alternative Managed Futures Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Managed Futures Funds
Fund Owner Firm Name PIMCO
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

View Basic Info
Start Trial

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-3-25) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings 298

Fund Details

Key Dates
Inception Date 5/26/2023
Last Annual Report Date 3/31/2025
Last Prospectus Date 8/1/2025
Share Classes
PQTAX A
PQTIX Inst
PQTNX Other
PQTPX I2
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
View Top Portfolio Holders
Start Trial

Excel Add-In Codes

Name: =YCI("M:PQTCX", "name")
Broad Asset Class: =YCI("M:PQTCX", "broad_asset_class")
Broad Category: =YCI("M:PQTCX", "broad_category_group")
Prospectus Objective: =YCI("M:PQTCX", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
View Excel Add-In Codes
Start Trial