AQR Funds Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return8.725.982.73-0.882.32
    Category Average5.965.47-1.161.033.46
    Assets for Each Yr*13.8215.6222.4232.5336.08
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 2.32 3.73 4.24

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $36,077 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.6 15.30 0.55 Very Low
    International Stock 2.9 7.38 0.72 Very Low
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-17-17

      Sector YTD Return % % Net Assets  
    Apple Inc* Technology 37.88 0.11
    Intel Corp* Technology -0.81 0.06
    UnitedHealth Group Inc* Healthcare 21.27 0.06
    DexCom Inc* Healthcare 21.91 0.06
    Merck & Co Inc* Healthcare 6.64 0.06
    Lam Research Corp* Technology 50.72 0.06
    Acadia Healthcare Co Inc* Healthcare 41.96 0.06
    Alphabet Inc A* Technology 17.06 0.06
    Amazon.com Inc* Consumer Cyclical 28.10 0.06
    Anthem Inc* Healthcare 34.42 0.06
    Envision Healthcare Corp* Healthcare -21.19 0.06
    Microsoft Corp* Technology 18.39 0.05
    VeriSign Inc* Technology 28.74 0.05
    JPMorgan Chase & Co* Financial Services 6.77 0.05
    The Ultimate Software Group Inc* Technology 4.90 0.05
    AT&T Inc* Communication Services -8.14 0.04
    Arista Networks Inc* Technology 76.77 0.04
    Ball Corp* Consumer Cyclical 7.73 0.04
    Bank of America Corporation* Financial Services 7.65 0.04
    Cirrus Logic Inc* Technology -3.17 0.04

    Best 5-Year Relative Performance | More
    08-17-17

    Worst 5-Year Relative Performance | More
    08-17-17

    Longest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR International Mo Clifford S. Asness 7.40
    AQR Large Cap Moment Clifford S. Asness 7.40
    AQR Small Cap Moment Clifford S. Asness 7.40
    AQR Diversified Arbi Ronen Israel 6.80
    AQR Managed Futures Clifford S. Asness 6.80

    Shortest Manager Tenure | More
    08-17-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR Emerging Relaxed Michele L. Aghassi 0.70
    AQR International Re Michele L. Aghassi 0.70
    AQR Large Cap Relaxe Michele L. Aghassi 0.70
    AQR Small Cap Relaxe Michele L. Aghassi 0.70
    AQR Equity Market Ne Andrea Frazzini 2.10