Pimco Trends Managed Fund Quote
| PQTAX Fund | USD 9.94 0.08 0.80% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Pimco Trends is trading at 9.94 as of the 22nd of November 2024; that is 0.8 percent decrease since the beginning of the trading day. The fund's open price was 10.02. Pimco Trends has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Pimco Trends Managed are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by pursuing a quantitative trading strategy intended to capture the persistence of price trends observed in global financial markets and commodities. It will invest under normal circumstances in derivative instruments linked to interest rates, currencies, mortgages, credit, commodities , equity indices and volatility-related instruments and may also invest directly in mortgage-related and other asset-backed securities.. More on Pimco Trends Managed
Moving against Pimco Mutual Fund
Pimco Mutual Fund Highlights
| Fund Concentration | PIMCO Funds, Large Blend Funds, Systematic Trend Funds, Systematic Trend, PIMCO (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 11th of April 2023 |
| Fiscal Year End | March |
Pimco Trends Managed [PQTAX] is traded in USA and was established 22nd of November 2024. Pimco Trends is listed under PIMCO category by Fama And French industry classification. The fund is listed under Systematic Trend category and is part of PIMCO family. This fund at this time has accumulated 3.81 B in assets with no minimum investment requirementsPimco Trends Managed is currently producing year-to-date (YTD) return of 0.47%, while the total return for the last 3 years was -0.41%.
Check Pimco Trends Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Pimco Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Pimco Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Pimco Trends Managed Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Pimco Trends Managed Risk Profiles
| Mean Deviation | 0.4665 | |||
| Standard Deviation | 0.5818 | |||
| Variance | 0.3385 | |||
| Risk Adjusted Performance | (0.02) |
Pimco Trends Against Markets
Other Information on Investing in Pimco Mutual Fund
Pimco Trends financial ratios help investors to determine whether Pimco Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pimco with respect to the benefits of owning Pimco Trends security.
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