PIMCO TRENDS Managed Futures Strategy Fund Institutional Class (PQTIX) 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 PQTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PQTIX
PQTIX charges 1.54% annually. There are 9 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 | PQTIX vs AQMIX | |
| Credit Suisse Managed Futures Strategy Fund | 1.30% | — | Sep 2012 | PQTIX vs CSAIX | |
| Redwood Systematic Macro Trend ("SMarT") Fund | 1.30% | — | Nov 2017 | PQTIX vs RWSIX | |
| Goldman Sachs Managed Futures Strategy Fund | 1.33% | — | Feb 2012 | PQTIX vs GFIRX | |
| Altegris Futures Evolution Strategy Fund | 1.34% | — | Oct 2011 | PQTIX vs EVOIX |
Best Risk-Adjusted Alternatives to PQTIX
PQTIX has a PortfoliosLab risk / return rank of 67. There are 14 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 | PQTIX vs LOTIX | |
| AQR Trend Total Return Fund | 93 | — | Dec 2021 | PQTIX vs QNZNX | |
| AQR Managed Futures Strategy Fund | 91 | — | Jan 2010 | PQTIX vs AQMIX | |
| AQR Managed Futures Strategy Fund Class N | 91 | — | Jan 2010 | PQTIX vs AQMNX | |
| American Beacon AHL Managed Futures Strategy Fund ... | 88 | — | Aug 2014 | PQTIX vs AHLIX |
Top Performing PQTIX Alternatives (YTD)
PQTIX is at 4.24% YTD. There are 23 mutual funds in the Systematic Trend category with higher YTD returns, going as high as 22.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Market Trend Fund | 22.25% | — | Jun 2014 | PQTIX vs LOTIX | |
| AQR CVX Fusion Fund Class R6 | 15.48% | — | Jun 2025 | PQTIX vs QCFRX | |
| AQR CVX Fusion Fund Class I | 15.41% | — | Jun 2025 | PQTIX vs QCFIX | |
| AQR CVX Fusion Fund Class N | 15.24% | — | Jun 2025 | PQTIX vs QCFNX | |
| AQR Trend Total Return Fund | 14.04% | — | Dec 2021 | PQTIX vs QNZNX |
Lowest Volatility Alternatives to PQTIX
PQTIX has 8.62% 1-year volatility. There are 8 mutual funds in the Systematic Trend category with lower 1-year volatility, going as low as 5.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| LoCorr Macro Strategies Fund | 5.70% | — | Mar 2011 | PQTIX vs LFMAX | |
| LoCorr Long/Short Commodity Strategies Fund | 5.94% | — | Dec 2011 | PQTIX vs LCSIX | |
| Abbey Capital Futures Strategy Fund Class A | 7.86% | — | Aug 2014 | PQTIX vs ABYAX | |
| Abbey Capital Futures Strategy Fund Class I | 7.87% | — | Jul 2014 | PQTIX vs ABYIX | |
| Goldman Sachs Managed Futures Strategy Fund Class ... | 8.18% | — | Feb 2012 | PQTIX vs GMSAX |
Lowest Drawdown Alternatives to PQTIX
PQTIX has a 1-year max drawdown of -4.63%. There are 3 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 | PQTIX vs LFMAX | |
| Abbey Capital Futures Strategy Fund Class I | -3.33% | — | Jul 2014 | PQTIX vs ABYIX | |
| Abbey Capital Futures Strategy Fund Class A | -3.36% | — | Aug 2014 | PQTIX vs ABYAX | |
| PIMCO TRENDS Managed Futures Strategy Fund Class A | -4.66% | — | Dec 2013 | PQTIX vs PQTAX | |
| PIMCO TRENDS Managed Futures Strategy Fund | -4.66% | — | Dec 2013 | PQTIX vs PQTPX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 50 | 1.07% | — | Mar 2007 | PQTIX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -1.00% | — | Dec 2002 | PQTIX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 44 | 0.87% | — | Apr 2007 | PQTIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 28 | 0.35% | — | May 1987 | PQTIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 7 | -2.18% | — | Dec 2001 | PQTIX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 48 | 1.02% | — | Apr 2008 | PQTIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 34 | 8.53% | — | Aug 2007 | PQTIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 12 | 1.01% | — | Oct 2004 | PQTIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | 0.24% | — | Dec 1992 | PQTIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 41 | 12.84% | — | Oct 2003 | PQTIX vs PISIX |
Often Compared With PQTIX
Investors most often compare PQTIX with QMHIX, RSBT, PMJIX. These 15 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PQTIX with Any Fund or Stock
Compare PQTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PQTIX with funds that move differently
PIMCO TRENDS Managed Futures Strategy Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PQTIX.
Explore PQTIX Diversifiers