AQR Funds Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return8.725.982.73-0.882.86
    Category Average5.965.47-1.161.032.17
    Assets for Each Yr*13.8215.6222.4232.5334.63
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 2.86 3.91 4.62

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $34,627 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 14.81 0.55 Very Low
    International Stock 3.4 6.77 0.72 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-27-17

      Sector YTD Return % % Net Assets  
    Anthem Inc* Healthcare 13.26 0.08
    Intel Corp* Technology -1.71 0.07
    DexCom Inc* Healthcare 39.70 0.06
    AT&T Inc* Communication Services -1.29 0.05
    Johnson & Johnson* Healthcare 9.89 0.05
    Merck & Co Inc* Healthcare 8.14 0.05
    Tyson Foods Inc Class A* Consumer Defensive 0.62 0.05
    Acadia Healthcare Co Inc* Healthcare 33.05 0.05
    Microchip Technology Inc* Technology 14.08 0.05
    T-Mobile US Inc* Communication Services 12.86 0.05
    Allergan PLC* Healthcare 14.32 0.05
    Lam Research Corp* Technology 21.30 0.05
    Procter & Gamble Co* Consumer Defensive 8.42 0.04
    VeriSign Inc* Technology 14.33 0.04
    Alphabet Inc A* Technology 5.81 0.04
    Amazon.com Inc* Consumer Cyclical 12.93 0.04
    Bank of the Ozarks Inc* Financial Services -4.92 0.04
    Envision Healthcare Corp* Healthcare 2.35 0.04
    Facebook Inc A* Technology 21.96 0.04
    HP Inc* Technology 16.80 0.04

    Best 5-Year Relative Performance | More
    03-27-17

    Worst 5-Year Relative Performance | More
    03-27-17

    Longest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR International Mo Clifford S. Asness 7.00
    AQR Large Cap Moment Clifford S. Asness 7.00
    AQR Small Cap Moment Clifford S. Asness 7.00
    AQR Diversified Arbi Ronen Israel 6.40
    AQR Managed Futures Clifford S. Asness 6.40

    Shortest Manager Tenure | More
    03-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    AQR Emerging Relaxed Michele L. Aghassi 0.30
    AQR Internationall R Michele L. Aghassi 0.30
    AQR Large Cap Relaxe Michele L. Aghassi 0.30
    AQR Small Cap Relaxe Michele L. Aghassi 0.30
    AQR Equity Market Ne Andrea Frazzini 1.80