AQR Funds Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return5.982.73-0.888.56-1.76
    Category Average5.47-1.161.038.57-1.11
    Assets for Each Yr*15.6222.4232.5338.2038.97
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family -1.76 1.58 3.48

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $38,968 mil $1,000,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 15.93 0.63 Very Low
    International Stock 2.7 8.15 0.78 Below Avg
    Municipal Bond -- -- -- --
    Taxable Bond -- 0.26 -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-24-18

      Sector YTD Return % % Net Assets  
    Intel Corp* Technology 19.91 0.08
    Anthem Inc* Healthcare 2.83 0.06
    Amazon.com Inc* Consumer Cyclical 37.08 0.05
    Microsoft Corp* Technology 15.91 0.05
    Lam Research Corp* Technology 11.30 0.05
    Micron Technology Inc* Technology 49.54 0.05
    Apple Inc* Technology 11.98 0.05
    LyondellBasell Industries NV* Basic Materials 6.98 0.05
    Gilead Sciences Inc* Healthcare -4.94 0.04
    Mandatory Exchangeable Trust* Financial Services 0.04
    eBay Inc* Consumer Cyclical 0.13 0.04
    Allstate Corp* Financial Services -8.34 0.04
    Alphabet Inc A* Technology 3.04 0.04
    Biogen Inc* Healthcare -10.72 0.03
    Facebook Inc A* Technology 5.37 0.03
    Hess Corp* Energy 31.98 0.03
    Humana Inc* Healthcare 18.59 0.03
    Raytheon Co* Industrials 14.78 0.03
    Tenaris SA* Energy 24.55 0.03
    Aflac Inc* Financial Services 4.42 0.03

    Best 5-Year Relative Performance | More
    05-24-18

    Worst 5-Year Relative Performance | More
    05-24-18

    Longest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    AQR International Mo Clifford S. Asness 8.20
    AQR Large Cap Moment Clifford S. Asness 8.20
    AQR Small Cap Moment Clifford S. Asness 8.20
    AQR Diversified Arbi Ronen Israel 7.60
    AQR Managed Futures Clifford S. Asness 7.50

    Shortest Manager Tenure | More
    05-24-18

    Fund Name   Manager Name Avg Manager Tenure  
    AQR Alternative Risk Ronen Israel 0.70
    AQR Emerging Relaxed Michele L. Aghassi 1.40
    AQR International Re Michele L. Aghassi 1.40
    AQR Large Cap Relaxe Michele L. Aghassi 1.40
    AQR Small Cap Relaxe Michele L. Aghassi 1.40