AQR Funds Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return8.725.982.73-0.887.91
    Category Average5.965.47-1.161.037.56
    Assets for Each Yr*13.8215.6222.4232.5338.86
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 7.91 3.55 5.17

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $38,859 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 15.63 0.63 Very Low
    International Stock 3.0 7.38 0.78 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-15-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 52.33 0.10
    Intel Corp* Technology 25.83 0.06
    DexCom Inc* Healthcare -4.46 0.06
    Merck & Co Inc* Healthcare -1.26 0.06
    Lam Research Corp* Technology 77.97 0.06
    Acadia Healthcare Co Inc* Healthcare -4.11 0.06
    Alphabet Inc A* Technology 35.28 0.06
    Microsoft Corp* Technology 42.32 0.06
    Amazon.com Inc* Consumer Cyclical 57.25 0.05
    Anthem Inc* Healthcare 59.22 0.05
    Envision Healthcare Corp* Healthcare -45.81 0.05
    Tesla Inc* Consumer Cyclical 60.72 0.05
    VeriSign Inc* Technology 51.22 0.05
    The Ultimate Software Group Inc* Technology 19.70 0.05
    Tyson Foods Inc Class A* Consumer Defensive 33.24 0.05
    UnitedHealth Group Inc* Healthcare 40.40 0.05
    Boeing Co* Industrials 92.46 0.04
    Oshkosh Corp* Industrials 38.43 0.04
    Zillow Inc* RealEstate 12.98 0.04
    Ball Corp* Consumer Cyclical 5.94 0.04

    Best 5-Year Relative Performance | More
    12-15-17

    Worst 5-Year Relative Performance | More
    12-15-17

    Longest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR International Mo Clifford S. Asness 7.70
    AQR Large Cap Moment Clifford S. Asness 7.70
    AQR Small Cap Moment Clifford S. Asness 7.70
    AQR Diversified Arbi Ronen Israel 7.10
    AQR Managed Futures Clifford S. Asness 7.10

    Shortest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR Emerging Relaxed Michele L. Aghassi 1.00
    AQR International Re Michele L. Aghassi 1.00
    AQR Large Cap Relaxe Michele L. Aghassi 1.00
    AQR Small Cap Relaxe Michele L. Aghassi 1.00
    AQR Equity Market Ne Andrea Frazzini 2.50