PIMCO TRENDS Managed Futures Strategy Fund Class A (PQTAX) belongs to the Systematic Trend category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PQTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PQTAX
PQTAX charges 1.81% annually. There are 20 mutual funds in the Systematic Trend category with lower expense ratios, going as low as 1.25%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| AQR Managed Futures Strategy Fund | 1.25% | — | Jan 2010 | PQTAX vs AQMIX | |
| Credit Suisse Managed Futures Strategy Fund | 1.30% | — | Sep 2012 | PQTAX vs CSAIX | |
| Redwood Systematic Macro Trend ("SMarT") Fund | 1.30% | — | Nov 2017 | PQTAX vs RWSIX | |
| Goldman Sachs Managed Futures Strategy Fund | 1.33% | — | Feb 2012 | PQTAX vs GFIRX | |
| Altegris Futures Evolution Strategy Fund | 1.34% | — | Oct 2011 | PQTAX vs EVOIX |
Best Risk-Adjusted Alternatives to PQTAX
PQTAX has a PortfoliosLab risk / return rank of 72. There are 13 mutual funds in the Systematic Trend category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Market Trend Fund | 94 | — | Jun 2014 | PQTAX vs LOTIX | |
| AQR Trend Total Return Fund | 93 | — | Dec 2021 | PQTAX vs QNZNX | |
| American Beacon AHL Managed Futures Strategy Fund ... | 91 | — | Aug 2014 | PQTAX vs AHLIX | |
| AQR Managed Futures Strategy Fund | 90 | — | Jan 2010 | PQTAX vs AQMIX | |
| AQR Managed Futures Strategy Fund Class N | 90 | — | Jan 2010 | PQTAX vs AQMNX |
Top Performing PQTAX Alternatives (YTD)
PQTAX is at 4.95% YTD. There are 25 mutual funds in the Systematic Trend category with higher YTD returns, going as high as 21.80%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Market Trend Fund | 21.80% | — | Jun 2014 | PQTAX vs LOTIX | |
| AQR Managed Futures Strategy HV Fund | 13.50% | — | Jul 2013 | PQTAX vs QMHIX | |
| AQR Managed Futures Strategy HV Fund Class N | 13.32% | — | Jul 2013 | PQTAX vs QMHNX | |
| AQR Trend Total Return Fund | 13.23% | — | Dec 2021 | PQTAX vs QNZNX | |
| AQR CVX Fusion Fund Class R6 | 12.96% | — | Jun 2025 | PQTAX vs QCFRX |
Lowest Volatility Alternatives to PQTAX
PQTAX has 8.58% 1-year volatility. There are 7 mutual funds in the Systematic Trend category with lower 1-year volatility, going as low as 5.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Macro Strategies Fund | 5.72% | — | Mar 2011 | PQTAX vs LFMAX | |
| LoCorr Long/Short Commodity Strategies Fund | 6.09% | — | Dec 2011 | PQTAX vs LCSIX | |
| Abbey Capital Futures Strategy Fund Class A | 7.83% | — | Aug 2014 | PQTAX vs ABYAX | |
| Abbey Capital Futures Strategy Fund Class I | 7.85% | — | Jul 2014 | PQTAX vs ABYIX | |
| Goldman Sachs Managed Futures Strategy Fund | 7.99% | — | Feb 2012 | PQTAX vs GFIRX |
Lowest Drawdown Alternatives to PQTAX
PQTAX has a 1-year max drawdown of -4.66%. There are 7 mutual funds in the Systematic Trend category with shallower 1-year drawdowns, going as shallow as -2.53%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Macro Strategies Fund | -2.53% | — | Mar 2011 | PQTAX vs LFMAX | |
| Abbey Capital Futures Strategy Fund Class I | -2.85% | — | Jul 2014 | PQTAX vs ABYIX | |
| Abbey Capital Futures Strategy Fund Class A | -2.87% | — | Aug 2014 | PQTAX vs ABYAX | |
| AQR Managed Futures Strategy Fund | -3.03% | — | Jan 2010 | PQTAX vs AQMIX | |
| AQR Managed Futures Strategy Fund Class N | -3.15% | — | Jan 2010 | PQTAX vs AQMNX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 40 | 0.81% | — | Mar 2007 | PQTAX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -3.95% | — | Dec 2002 | PQTAX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 37 | 0.64% | — | Apr 2007 | PQTAX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 26 | 0.41% | — | May 1987 | PQTAX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.78% | — | Dec 2001 | PQTAX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 40 | 0.77% | — | — | PQTAX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 33 | 7.22% | — | Aug 2007 | PQTAX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 8 | -2.70% | — | Oct 2004 | PQTAX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 10 | 0.43% | — | Dec 1992 | PQTAX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 38 | 11.74% | — | Oct 2003 | PQTAX vs PISIX |
Often Compared With PQTAX
Investors most often compare PQTAX with QDSIX, PMJIX, PQTPX. These 19 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare PQTAX with Any Fund or Stock
Compare PQTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PQTAX with funds that move differently
PIMCO TRENDS Managed Futures Strategy Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PQTAX.
Explore PQTAX Diversifiers